Latest Institutional Transactions on Ishares Msci World ETF (URTH)
This table provides information on the latest institutional transactions involving Ishares Msci World ETF (URTH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.85K+ 37.8% |
$525K - $652K
|
14K
$2.44M
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-150- 25.42% |
$20.4K - $25.4K
|
440
$76.3K
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
780+ 9.1% |
$106K - $132K
|
9.35K
$1.62M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
801New |
$109K - $136K
|
801
$139K
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
16+ 0.75% |
$2.18K - $2.71K
|
2.15K
$373K
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
344+ 0.12% |
$46.9K - $58.3K
|
287K
$49.8M
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
15.9KNew |
$2.16M - $2.69M
|
15.9K
$2.75M
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.3K+ 8.79% |
$2.91M - $3.61M
|
264K
$45.8M
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
7K+ 823.65% |
$954K - $1.19M
|
7.85K
$1.36M
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
2.06KNew |
$280K - $348K
|
2.06K
$357K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$1.37M - $1.71M
|
10.1K
$1.75M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
893+ 8.3% |
$122K - $151K
|
11.7K
$2.02M
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-182- 0.63% |
$24.8K - $30.8K
|
28.5K
$4.95M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-263- 4.47% |
$35.8K - $44.5K
|
5.63K
$976K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
82+ 195.24% |
$11.2K - $13.9K
|
124
$21.5K
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-70.1K- 81.06% |
$9.55M - $11.9M
|
16.4K
$2.84M
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.61K+ 10.54% |
$628K - $781K
|
48.3K
$8.38M
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-117- 1.52% |
$15.9K - $19.8K
|
7.59K
$1.32M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-110- 1.39% |
$15K - $18.6K
|
7.82K
$1.36M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 0.87% |
$3.54K - $4.4K
|
3.02K
$523K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.08% |
$273 - $339
|
2.56K
$444K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.81K- 30.2% |
$246K - $306K
|
4.17K
$724K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-324- 6.04% |
$44.2K - $54.9K
|
5.04K
$874K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
714New |
$97.3K - $121K
|
714
$124K
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-150K- 24.05% |
$20.4M - $25.4M
|
474K
$82.1M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-150- 27.47% |
$20.4K - $25.4K
|
396
$68.7K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.54% |
$136 - $169
|
187
$32.4K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
30+ 1.29% |
$4.09K - $5.08K
|
2.36K
$409K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.03K- 73.52% |
$761K - $825K
|
1.81K
$314K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.01K- 50.0% |
$153K - $166K
|
1.01K
$175K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
353K+ 159.87% |
$53.4M - $57.9M
|
574K
$99.5M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-440K- 59.29% |
$66.6M - $72.2M
|
302K
$52.4M
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
46.7KNew |
$7.06M - $7.67M
|
46.7K
$8.1M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.96KNew |
$297K - $322K
|
1.96K
$340K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.15K+ 1291.01% |
$174K - $189K
|
1.24K
$215K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
52.7KNew |
$7.97M - $8.65M
|
52.7K
$9.14M
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$469K - $509K
|
3.1K
$538K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25New |
$3.78K - $4.1K
|
25
$4.34K
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$151 - $164
|
1
$173
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
75+ 0.45% |
$11.3K - $12.3K
|
16.6K
$2.88M
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
31.1KNew |
$4.7M - $5.1M
|
31.1K
$5.39M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 8.17% |
$16.6M - $18.1M
|
1.46M
$253M
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
17.7KNew |
$2.68M - $2.9M
|
17.7K
$3.07M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.14K+ 416.07% |
$928K - $1.01M
|
7.61K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.12KNew |
$321K - $348K
|
2.12K
$368K
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.66KNew |
$856K - $929K
|
5.66K
$982K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.44KNew |
$217K - $236K
|
1.44K
$249K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-265- 9.39% |
$40.1K - $43.5K
|
2.56K
$443K
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-860- 4.64% |
$130K - $141K
|
17.7K
$3.06M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-216- 7.36% |
$32.7K - $35.4K
|
2.72K
$472K
|