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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.91K+ 872.1% |
$390K - $453K
|
4.36K
$672K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
75New |
$7.48K - $8.69K
|
75
$11.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Bradley Mark J.
|
BUY
|
- |
20+ 0.72% |
$1.99K - $2.32K
|
2.8K
$431K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36New |
$3.59K - $4.17K
|
36
$5.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
275New |
$27.4K - $31.9K
|
275
$42.4K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.34KNew |
$334K - $387K
|
3.34K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
18.4KNew |
$1.83M - $2.13M
|
18.4K
$2.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.3KNew |
$229K - $266K
|
2.3K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
213New |
$21.2K - $24.7K
|
213
$32.9K
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
720KNew |
$71.8M - $83.4M
|
720K
$111M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.82KNew |
$281K - $327K
|
2.82K
$435K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3New |
$299 - $347
|
3
$463
|
|
|
Feb 10, 2023
Q4 2022
|
Third Avenue Management LLC
New York, NY |
BUY
|
- |
2.63KNew |
$262K - $305K
|
2.63K
$406K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-280- 9.6% |
$27.9K - $32.4K
|
2.64K
$407K
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
12.9KNew |
$1.29M - $1.5M
|
12.9K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
114New |
$11.4K - $13.2K
|
114
$17.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.87% |
$99.7 - $116
|
116
$17.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
151New |
$15.1K - $17.5K
|
151
$23.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2KNew |
$199K - $232K
|
2K
$309K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
69KNew |
$6.88M - $7.99M
|
69K
$10.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.11KNew |
$211K - $244K
|
2.11K
$326K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.67K+ 199.53% |
$964K - $1.12M
|
14.5K
$2.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
66New |
$6.58K - $7.64K
|
66
$10.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
169New |
$16.9K - $19.6K
|
169
$26.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.78KNew |
$177K - $206K
|
1.78K
$274K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
132New |
$13.2K - $15.3K
|
132
$20.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
2.97K+ 87.32% |
$296K - $344K
|
6.37K
$982K
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
5.66KNew |
$564K - $655K
|
5.66K
$873K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14+ 0.54% |
$1.4K - $1.62K
|
2.63K
$406K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.01K+ 31.86% |
$201K - $240K
|
8.31K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
5.41KNew |
$541K - $647K
|
5.41K
$834K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.08% |
$200 - $239
|
63
$9.72K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.3K- 17.1% |
$330K - $395K
|
16K
$2.47M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
999New |
$99.9K - $119K
|
999
$154K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-547- 20.08% |
$54.7K - $65.4K
|
2.18K
$336K
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-25.7K- 37.54% |
$2.57M - $3.07M
|
42.7K
$6.59M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.2K+ 160.0% |
$125K - $156K
|
1.95K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
84.4KNew |
$8.8M - $10.9M
|
84.4K
$13M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68KClosed |
$175K - $218K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.72KClosed |
$180K - $224K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-20.9KClosed |
$2.18M - $2.71M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
501New |
$52.2K - $65K
|
501
$77.3K
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
20+ 0.33% |
$2.09K - $2.59K
|
6.16K
$949K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-1.59KClosed |
$166K - $206K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1New |
$104 - $130
|
1
$154
|
|
|
Jul 22, 2022
Q2 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.83K- 67.53% |
$190K - $237K
|
878
$135K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.22KClosed |
$231K - $288K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.67KClosed |
$174K - $217K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-99Closed |
$10.3K - $12.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.1K- 14.38% |
$1.68M - $2.09M
|
95.9K
$14.8M
|
|