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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$844 - $942
|
4.12K
$635K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
65.2K+ 146.9% |
$9.17M - $10.2M
|
110K
$16.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-423- 14.83% |
$59.5K - $66.4K
|
2.43K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-177- 1.35% |
$24.9K - $27.8K
|
12.9K
$1.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-15.3K- 12.54% |
$2.15M - $2.4M
|
107K
$16.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.07K- 0.88% |
$150K - $167K
|
119K
$18.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.68KNew |
$236K - $264K
|
1.68K
$259K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
197+ 138.73% |
$27.7K - $30.9K
|
339
$52.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$281 - $314
|
11.3K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.76K+ 91.88% |
$248K - $277K
|
3.68K
$569K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
38+ 1.32% |
$5.35K - $5.97K
|
2.92K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.22K+ 66.85% |
$312K - $348K
|
5.53K
$854K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-593- 24.72% |
$83.4K - $93.1K
|
1.81K
$279K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
51.4K+ 53.99% |
$7.23M - $8.06M
|
147K
$22.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.23K+ 2.01% |
$173K - $194K
|
62.5K
$9.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.24KNew |
$315K - $352K
|
2.24K
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-265- 0.93% |
$37.3K - $41.6K
|
28.3K
$4.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.82K- 12.18% |
$397K - $443K
|
20.3K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25K+ 41.99% |
$3.52M - $3.93M
|
84.6K
$13.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-174- 0.77% |
$24.5K - $27.3K
|
22.4K
$3.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-42.2K- 5.83% |
$5.94M - $6.63M
|
682K
$105M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.63KNew |
$370K - $413K
|
2.63K
$406K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
186+ 13.71% |
$26.2K - $29.2K
|
1.54K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
107KNew |
$15.1M - $16.8M
|
107K
$16.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1New |
$141 - $157
|
1
$154
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.09K- 1.96% |
$153K - $171K
|
54.5K
$8.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
566+ 1.2% |
$79.6K - $88.9K
|
47.6K
$7.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2+ 0.02% |
$281 - $314
|
11.9K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
505New |
$71K - $79.3K
|
505
$77.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.12KNew |
$298K - $333K
|
2.12K
$327K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.54K+ 10.1% |
$216K - $241K
|
16.8K
$2.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
6.34K+ 43.6% |
$892K - $995K
|
20.9K
$3.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-327K- 98.1% |
$45.9M - $51.3M
|
6.33K
$976K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.71K- 7.03% |
$241K - $269K
|
22.6K
$3.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-138- 1.81% |
$19.4K - $21.7K
|
7.49K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-300- 12.45% |
$42.2K - $47.1K
|
2.11K
$326K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
340+ 7.31% |
$47.8K - $53.4K
|
4.99K
$771K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
2.93K+ 1.05% |
$412K - $460K
|
282K
$43.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.05K- 41.03% |
$288K - $322K
|
2.95K
$455K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
743+ 31.43% |
$105K - $117K
|
3.11K
$480K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.6KNew |
$220K - $237K
|
1.6K
$247K
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3+ 0.01% |
$412 - $444
|
36.6K
$5.64M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.38K+ 1.89% |
$326K - $351K
|
128K
$19.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-796- 3.72% |
$109K - $118K
|
20.6K
$3.18M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
7+ 53.85% |
$961 - $1.04K
|
20
$3.09K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.64K- 25.67% |
$225K - $242K
|
4.74K
$732K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-2.2K- 44.0% |
$302K - $326K
|
2.8K
$432K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
251+ 1.29% |
$34.5K - $37.1K
|
19.7K
$3.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-109KClosed |
$15M - $16.2M
|
0
$0
|
|