Lwm Advisory Services, LLC Ishares Msci World ETF Transaction History

Lwm Advisory Services, LLC

  • $145 Million
  • Q1 2024

A detailed history of Lwm Advisory Services, LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 3,242 shares of URTH stock, worth $487,921. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,242
Previous 5,582 41.92%
Holding current value
$487,921
Previous $742,000 36.79%
% of portfolio
0.32%
Previous 0.67%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$130.7 - $144.91 $305,838 - $339,089
-2,340 Reduced 41.92%
3,242 $469,000
Q4 2023

Feb 05, 2024
BUY
$115.01 - $133.48 $641,985 - $745,085
5,582 New
5,582 $742,000

Others Institutions Holding URTH

# of Institutions
179
Shares Held
8.99M
Call Options Held
6.8K
Put Options Held
100
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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