Investments & Financial Planning, LLC Ishares Msci World ETF Transaction History

Investments & Financial Planning, LLC

  • $162 Million
  • Q4 2024

A detailed history of Investments & Financial Planning, LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 49,609 shares of URTH stock, worth $7.97 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares
49,609
Previous 47,563 4.3%
Holding current value
$7.97 Million
Previous $7.46 Million 3.36%
% of portfolio
4.76%
Previous 4.73%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$153.73 - $162.67 $314,531 - $332,822
2,046 Added 4.3%
49,609 $7.71 Million
Q3 2024

Oct 15, 2024
BUY
$140.68 - $156.99 $79,624 - $88,856
566 Added 1.2%
47,563 $7.46 Million
Q2 2024

Jul 18, 2024
BUY
$137.31 - $147.96 $156,945 - $169,118
1,143 Added 2.49%
46,997 $6.93 Million
Q1 2024

May 03, 2024
BUY
$130.7 - $144.91 $167,949 - $186,209
1,285 Added 2.88%
45,854 $6.64 Million
Q4 2023

Jan 18, 2024
BUY
$115.01 - $133.48 $2.28 Million - $2.64 Million
19,781 Added 79.8%
44,569 $5.93 Million
Q3 2023

Oct 18, 2023
BUY
$119.58 - $128.54 $385,525 - $414,412
3,224 Added 14.95%
24,788 $2.98 Million
Q2 2023

Jul 18, 2023
BUY
$117.11 - $124.7 $383,886 - $408,766
3,278 Added 17.93%
21,564 $2.69 Million
Q1 2023

May 02, 2023
BUY
$108.88 - $119.43 $496,275 - $544,361
4,558 Added 33.2%
18,286 $2.15 Million
Q4 2022

Feb 28, 2023
BUY
$99.74 - $115.82 $830,136 - $963,969
8,323 Added 153.99%
13,728 $1.5 Million
Q2 2022

Aug 11, 2022
BUY
$104.25 - $129.73 $563,471 - $701,190
5,405 New
5,405 $578,000

Others Institutions Holding URTH

# of Institutions
223
Shares Held
9.13M
Call Options Held
4K
Put Options Held
3.4K
View Full List

About ISHARES MSCI WORLD ETF

URTH Quotes by TradingView
  • Ticker URTH
  • Sector ETFs
  • Industry ETFs
More about URTH
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