Purchases and Sales Made in Q4 2023 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
274K+ 120.99% |
$31.5M - $36.6M
|
500K
$77.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
170K+ 11.39% |
$19.5M - $22.7M
|
1.66M
$256M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
167K+ 228.03% |
$19.2M - $22.2M
|
240K
$37M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
143KNew |
$16.4M - $19.1M
|
143K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
109K+ 464.7% |
$12.6M - $14.6M
|
133K
$20.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
76.7K+ 12.6% |
$8.82M - $10.2M
|
685K
$106M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.2K+ 57.34% |
$8.42M - $9.78M
|
201K
$31M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.2K+ 44.79% |
$7.15M - $8.3M
|
201K
$31M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62.1K+ 118.8% |
$7.14M - $8.28M
|
114K
$17.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
51.8K+ 23.69% |
$5.95M - $6.91M
|
270K
$41.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Centerstone Investors, LLC
New York, NY |
BUY
|
- |
50.8KNew |
$5.85M - $6.79M
|
50.8K
$7.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
46.2KNew |
$5.31M - $6.17M
|
46.2K
$7.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
42.1K+ 65.27% |
$4.84M - $5.62M
|
107K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
40.1K+ 6.36% |
$4.61M - $5.36M
|
671K
$104M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
35.9KNew |
$4.13M - $4.8M
|
35.9K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
33.5KNew |
$3.85M - $4.47M
|
33.5K
$5.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30K+ 16.45% |
$3.44M - $4M
|
212K
$32.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
24.5K+ 215.26% |
$2.82M - $3.27M
|
35.9K
$5.54M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.4K+ 741.68% |
$2.34M - $2.72M
|
23.1K
$3.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
19.8K+ 79.8% |
$2.28M - $2.64M
|
44.6K
$6.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
18.4K+ 7.07% |
$2.11M - $2.45M
|
278K
$43M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
16.7KNew |
$1.92M - $2.23M
|
16.7K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.4KNew |
$1.88M - $2.18M
|
16.4K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15KNew |
$1.72M - $2M
|
15K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.5K+ 768.23% |
$1.66M - $1.93M
|
16.3K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
14K+ 155.56% |
$1.61M - $1.87M
|
23K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7K+ 33.03% |
$1.57M - $1.83M
|
55.1K
$8.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$1.15M - $1.33M
|
10K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.51K+ 13.59% |
$1.09M - $1.27M
|
79.5K
$12.3M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8.37K+ 4.31% |
$963K - $1.12M
|
203K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.25K+ 99.99% |
$949K - $1.1M
|
16.5K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.12KNew |
$934K - $1.08M
|
8.12K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.44KNew |
$855K - $993K
|
7.44K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.41K+ 148.91% |
$852K - $989K
|
12.4K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.16KNew |
$708K - $822K
|
6.16K
$950K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.85K+ 24.56% |
$673K - $781K
|
29.7K
$4.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5.58KNew |
$642K - $745K
|
5.58K
$862K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.49K+ 135.88% |
$631K - $732K
|
9.53K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.33K+ 19.86% |
$613K - $712K
|
32.2K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.1KNew |
$587K - $681K
|
5.1K
$787K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.5K+ 59.23% |
$518K - $601K
|
12.1K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.21KNew |
$484K - $562K
|
4.21K
$650K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.11K+ 59.15% |
$472K - $548K
|
11K
$1.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.94KNew |
$453K - $525K
|
3.94K
$608K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.69KNew |
$424K - $492K
|
3.69K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.07K+ 4.71% |
$353K - $410K
|
68.2K
$10.5M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.89K+ 20.41% |
$332K - $386K
|
17K
$2.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.71K+ 81.7% |
$311K - $361K
|
6.02K
$929K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.69KNew |
$310K - $360K
|
2.69K
$416K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$293K - $340K
|
2.55K
$393K
|