Waterford Advisors, LLC Ishares Msci World ETF Transaction History

Waterford Advisors, LLC

  • $196 Million
  • Q3 2024

A detailed history of Waterford Advisors, LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 3,688 shares of URTH stock, worth $581,450. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,688
Previous 4,641 20.53%
Holding current value
$581,450
Previous $684,000 15.5%
% of portfolio
0.29%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$140.68 - $156.99 $134,068 - $149,611
-953 Reduced 20.53%
3,688 $578,000
Q4 2023

Feb 13, 2024
SELL
$115.01 - $133.48 $63,830 - $74,081
-555 Reduced 10.68%
4,641 $617,000
Q1 2023

May 02, 2023
BUY
$108.88 - $119.43 $565,740 - $620,558
5,196 New
5,196 $611,000

Others Institutions Holding URTH

# of Institutions
202
Shares Held
8.45M
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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