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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.34KNew |
$1.28M - $1.36M
|
8.34K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
120+ 8.81% |
$18.4K - $19.5K
|
1.48K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 89.64% |
$2.8M - $2.96M
|
38.5K
$6.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.29K+ 22.93% |
$505K - $535K
|
17.6K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
22.4K+ 13.83% |
$3.45M - $3.65M
|
185K
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
95.9K+ 56.82% |
$14.7M - $15.6M
|
265K
$42.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
51.7K+ 26.2% |
$7.95M - $8.41M
|
249K
$40M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224+ 2.74% |
$34.4K - $36.4K
|
8.41K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.8KNew |
$431K - $456K
|
2.8K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.9K+ 78.02% |
$446K - $472K
|
6.62K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.56KNew |
$240K - $254K
|
1.56K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.79KNew |
$428K - $453K
|
2.79K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17New |
$2.61K - $2.77K
|
17
$2.73K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-7.66K- 44.22% |
$1.18M - $1.25M
|
9.66K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.27KNew |
$196K - $207K
|
1.27K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
49New |
$7.53K - $7.97K
|
49
$7.87K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
16.4KNew |
$2.52M - $2.67M
|
16.4K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.59KNew |
$245K - $259K
|
1.59K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-88- 19.05% |
$13.5K - $14.3K
|
374
$60.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
120KNew |
$18.5M - $19.6M
|
120K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.6KNew |
$2.25M - $2.38M
|
14.6K
$2.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2- 0.01% |
$307 - $325
|
23.4K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.17K- 4.41% |
$180K - $190K
|
25.4K
$4.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
290New |
$44.6K - $47.2K
|
290
$46.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
250+ 26.57% |
$38.4K - $40.7K
|
1.19K
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-218- 9.6% |
$33.5K - $35.5K
|
2.05K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11New |
$1.69K - $1.79K
|
11
$1.77K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-618- 5.05% |
$95K - $101K
|
11.6K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
231+ 8.24% |
$35.5K - $37.6K
|
3.03K
$487K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
29+ 1.77% |
$4.46K - $4.72K
|
1.67K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
4.4K+ 100.0% |
$676K - $716K
|
8.8K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-28- 1.42% |
$4.3K - $4.55K
|
1.94K
$312K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
162+ 9.95% |
$24.9K - $26.4K
|
1.79K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
450New |
$69.2K - $73.2K
|
450
$72.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
366KNew |
$56.2M - $59.5M
|
366K
$58.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
783+ 12.59% |
$120K - $127K
|
7K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-81.9K- 77.53% |
$12.6M - $13.3M
|
23.7K
$3.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
15.4KNew |
$2.36M - $2.5M
|
15.4K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.95KNew |
$454K - $480K
|
2.95K
$474K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.18K+ 21.35% |
$182K - $192K
|
6.71K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
22.1K+ 105.84% |
$3.4M - $3.6M
|
43K
$6.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
12.2K+ 19.46% |
$1.87M - $1.98M
|
74.6K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
41.6K+ 38.99% |
$6.4M - $6.77M
|
148K
$23.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15+ 0.53% |
$2.31K - $2.44K
|
2.84K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75+ 22.12% |
$11.5K - $12.2K
|
414
$66.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-355- 2.99% |
$54.6K - $57.7K
|
11.5K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32+ 1.77% |
$4.92K - $5.21K
|
1.84K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6+ 0.09% |
$922 - $976
|
6.43K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.51K- 14.99% |
$386K - $408K
|
14.2K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
36.5KNew |
$5.61M - $5.94M
|
36.5K
$5.87M
|