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 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.55KNew |
$293K - $340K
|
2.55K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.42KNew |
$279K - $323K
|
2.42K
$374K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.05KNew |
$235K - $273K
|
2.05K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.92K+ 111.5% |
$221K - $256K
|
3.64K
$561K
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.81KNew |
$208K - $241K
|
1.81K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.66KNew |
$191K - $221K
|
1.66K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.63KNew |
$187K - $217K
|
1.63K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.63KNew |
$187K - $217K
|
1.63K
$251K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.53KNew |
$176K - $204K
|
1.53K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$153K - $178K
|
1.33K
$205K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.01K+ 58.31% |
$117K - $135K
|
2.75K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
971+ 7.83% |
$112K - $130K
|
13.4K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
756+ 6.61% |
$86.9K - $101K
|
12.2K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
500+ 8.73% |
$57.5K - $66.7K
|
6.23K
$961K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
479+ 4354.55% |
$55.1K - $63.9K
|
490
$75.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
474+ 16.04% |
$54.5K - $63.3K
|
3.43K
$529K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
414+ 0.71% |
$47.6K - $55.3K
|
58.7K
$9.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
414+ 0.71% |
$47.6K - $55.3K
|
58.7K
$9.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
410New |
$47.2K - $54.7K
|
410
$63.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
410New |
$47.2K - $54.7K
|
410
$63.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
408New |
$46.9K - $54.5K
|
408
$62.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
399+ 4.91% |
$45.9K - $53.3K
|
8.53K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
380+ 9500.0% |
$43.7K - $50.7K
|
384
$59.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
358+ 16.35% |
$41.2K - $47.8K
|
2.55K
$393K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
270New |
$31.1K - $36K
|
270
$41.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
213New |
$24.5K - $28.4K
|
213
$32.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
200+ 8.87% |
$23K - $26.7K
|
2.45K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
173+ 18.87% |
$19.9K - $23.1K
|
1.09K
$168K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
165+ 3.65% |
$19K - $22K
|
4.69K
$723K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
160New |
$18.4K - $21.4K
|
160
$24.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
142+ 7.02% |
$16.3K - $19K
|
2.17K
$334K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
140+ 1.64% |
$16.1K - $18.7K
|
8.7K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
81+ 0.56% |
$9.32K - $10.8K
|
14.4K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
26+ 0.82% |
$2.99K - $3.47K
|
3.2K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 0.83% |
$2.53K - $2.94K
|
2.66K
$410K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
15+ 0.77% |
$1.73K - $2K
|
1.96K
$302K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9+ 0.88% |
$1.04K - $1.2K
|
1.03K
$159K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 3.88% |
$575 - $667
|
134
$20.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.2% |
$230 - $267
|
1.01K
$155K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.22% |
$115 - $133
|
460
$71K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-26- 1.07% |
$2.99K - $3.47K
|
2.39K
$369K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 2.57% |
$6.9K - $8.01K
|
2.27K
$350K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125Closed |
$14.4K - $16.7K
|
0
$0
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-142- 2.21% |
$16.3K - $19K
|
6.28K
$969K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-163- 40.65% |
$18.7K - $21.8K
|
238
$36.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-196- 0.59% |
$22.5K - $26.2K
|
32.9K
$5.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-200- 7.66% |
$23K - $26.7K
|
2.41K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-222- 0.77% |
$25.5K - $29.6K
|
28.6K
$4.42M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-325- 44.28% |
$37.4K - $43.4K
|
409
$63.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-346- 3.12% |
$39.8K - $46.2K
|
10.7K
$1.66M
|