Purchases and Sales Made in Q4 2022 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES MSCI WORLD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
2.97K+ 87.32% |
$296K - $344K
|
6.37K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.94K+ 136.43% |
$293K - $341K
|
5.1K
$833K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.85KNew |
$284K - $330K
|
2.85K
$466K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.85KNew |
$284K - $330K
|
2.85K
$466K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.82KNew |
$281K - $327K
|
2.82K
$462K
|
|
|
Feb 10, 2023
Q4 2022
|
Third Avenue Management LLC
New York, NY |
BUY
|
- |
2.63KNew |
$262K - $305K
|
2.63K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.37K+ 26.75% |
$236K - $275K
|
11.2K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.3KNew |
$229K - $266K
|
2.3K
$376K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.25KNew |
$225K - $261K
|
2.25K
$369K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.11KNew |
$211K - $244K
|
2.11K
$345K
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2KNew |
$199K - $232K
|
2K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.95K+ 39.48% |
$194K - $225K
|
6.87K
$1.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.78KNew |
$177K - $206K
|
1.78K
$290K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.35K+ 21.7% |
$135K - $156K
|
7.57K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
713+ 1.52% |
$71.1K - $82.6K
|
47.6K
$7.79M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
572New |
$57.1K - $66.2K
|
572
$93.6K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
569+ 27.33% |
$56.8K - $65.9K
|
2.65K
$434K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
528+ 4.03% |
$52.7K - $61.2K
|
13.6K
$2.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
386+ 5.04% |
$38.5K - $44.7K
|
8.05K
$1.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
310+ 12.62% |
$30.9K - $35.9K
|
2.77K
$452K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
285+ 39.64% |
$28.4K - $33K
|
1K
$164K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
275New |
$27.4K - $31.9K
|
275
$45K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
267+ 1.22% |
$26.6K - $30.9K
|
22.2K
$3.64M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
231+ 1.02% |
$23K - $26.8K
|
22.9K
$3.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
217+ 1.69% |
$21.6K - $25.1K
|
13K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
213New |
$21.2K - $24.7K
|
213
$34.8K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
179+ 60.07% |
$17.9K - $20.7K
|
477
$78K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
169New |
$16.9K - $19.6K
|
169
$27.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
151New |
$15.1K - $17.5K
|
151
$24.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
137New |
$13.7K - $15.9K
|
137
$22.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
132New |
$13.2K - $15.3K
|
132
$21.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
125New |
$12.5K - $14.5K
|
125
$20.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
116New |
$11.6K - $13.4K
|
116
$19K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
114New |
$11.4K - $13.2K
|
114
$18.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
92New |
$9.18K - $10.7K
|
92
$15K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
86+ 3.18% |
$8.58K - $9.96K
|
2.79K
$456K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
75New |
$7.48K - $8.69K
|
75
$12.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
72+ 128.57% |
$7.18K - $8.34K
|
128
$20.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
66New |
$6.58K - $7.64K
|
66
$10.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
55+ 1.81% |
$5.49K - $6.37K
|
3.1K
$506K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
45New |
$4.49K - $5.21K
|
45
$7.36K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
45+ 0.68% |
$4.49K - $5.21K
|
6.65K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36New |
$3.59K - $4.17K
|
36
$5.89K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
24+ 0.77% |
$2.39K - $2.78K
|
3.14K
$514K
|
|
|
Feb 15, 2023
Q4 2022
|
Bradley Mark J.
|
BUY
|
- |
20+ 0.72% |
$1.99K - $2.32K
|
2.8K
$457K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14+ 0.54% |
$1.4K - $1.62K
|
2.63K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
13New |
$1.3K - $1.51K
|
13
$2.13K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.8% |
$798 - $927
|
1.01K
$166K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3New |
$299 - $347
|
3
$491
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 1.04% |
$199 - $232
|
194
$31.7K
|