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 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.11K- 10.99% |
$473K - $548K
|
33.3K
$5.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.18K- 10.61% |
$135K - $157K
|
9.91K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
26+ 0.82% |
$2.99K - $3.47K
|
3.2K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-416- 2.01% |
$47.8K - $55.5K
|
20.3K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$1.15M - $1.33M
|
10K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
408New |
$46.9K - $54.5K
|
408
$62.9K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.12KNew |
$934K - $1.08M
|
8.12K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.63KNew |
$187K - $217K
|
1.63K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
474+ 16.04% |
$54.5K - $63.3K
|
3.43K
$529K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-375- 8.3% |
$43.1K - $50.1K
|
4.14K
$639K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.05KNew |
$235K - $273K
|
2.05K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.92K+ 111.5% |
$221K - $256K
|
3.64K
$561K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.4KNew |
$1.88M - $2.18M
|
16.4K
$2.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
270New |
$31.1K - $36K
|
270
$41.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
213New |
$24.5K - $28.4K
|
213
$32.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.71K+ 81.7% |
$311K - $361K
|
6.02K
$928K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.06K- 10.96% |
$121K - $141K
|
8.57K
$1.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.3K- 50.0% |
$150K - $174K
|
1.3K
$201K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
414+ 0.71% |
$47.6K - $55.3K
|
58.7K
$9.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
140+ 1.64% |
$16.1K - $18.7K
|
8.7K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 2.57% |
$6.9K - $8.01K
|
2.27K
$350K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
46.2KNew |
$5.31M - $6.17M
|
46.2K
$7.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.94KNew |
$453K - $525K
|
3.94K
$607K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
198New |
$23.7K - $25.5K
|
198
$30.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
118+ 128.26% |
$14.1K - $15.2K
|
210
$32.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.1KNew |
$251K - $270K
|
2.1K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-250- 4.26% |
$29.9K - $32.1K
|
5.62K
$866K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
33+ 1100.0% |
$3.95K - $4.24K
|
36
$5.55K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.8K- 41.39% |
$454K - $488K
|
5.38K
$830K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
353KNew |
$42.2M - $45.4M
|
353K
$54.4M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-605- 6.72% |
$72.3K - $77.8K
|
8.4K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.71KNew |
$205K - $220K
|
1.71K
$264K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
735+ 22.53% |
$87.9K - $94.5K
|
4K
$617K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.07KNew |
$486K - $523K
|
4.07K
$627K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-106- 68.39% |
$12.7K - $13.6K
|
49
$7.56K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
148New |
$17.3K - $18.5K
|
148
$22.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.63KNew |
$190K - $203K
|
1.63K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.05K+ 75.69% |
$123K - $131K
|
2.44K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.74KNew |
$204K - $217K
|
1.74K
$269K
|
|
|
Aug 10, 2023
Q2 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
7.4KNew |
$867K - $923K
|
7.4K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 1.03% |
$234 - $249
|
196
$30.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1New |
$117 - $125
|
1
$154
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
8New |
$937 - $998
|
8
$1.23K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
200KNew |
$21.8M - $23.9M
|
200K
$30.9M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.18% |
$327 - $358
|
1.64K
$252K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-862K- 99.8% |
$93.8M - $103M
|
1.76K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
8.63K+ 438.26% |
$939K - $1.03M
|
10.6K
$1.63M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07KNew |
$226K - $248K
|
2.07K
$320K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
600New |
$65.3K - $71.7K
|
600
$92.6K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.99KNew |
$434K - $476K
|
3.99K
$615K
|
|