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 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.12KNew |
$292K - $314K
|
2.12K
$368K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-11- 0.68% |
$1.51K - $1.63K
|
1.61K
$280K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2- 0.07% |
$275 - $296
|
2.98K
$517K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.75K- 4.72% |
$378K - $407K
|
55.6K
$9.63M
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$26.1K - $29K
|
200
$34.7K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
103New |
$13.5K - $14.9K
|
103
$17.9K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
91.7KNew |
$12M - $13.3M
|
91.7K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Mount Capital LTD
|
SELL
|
- |
-11.5K- 30.57% |
$1.5M - $1.66M
|
26K
$4.51M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
297New |
$38.8K - $43K
|
297
$51.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-785- 4.43% |
$103K - $114K
|
16.9K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.11KNew |
$407K - $451K
|
3.11K
$540K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.7K+ 700.26% |
$1.4M - $1.55M
|
12.2K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
50New |
$6.53K - $7.25K
|
50
$8.67K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.75KNew |
$359K - $399K
|
2.75K
$477K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
14New |
$1.83K - $2.03K
|
14
$2.43K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.34K- 41.92% |
$306K - $339K
|
3.24K
$562K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.37KNew |
$310K - $344K
|
2.37K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-15.6K- 61.01% |
$2.03M - $2.25M
|
9.94K
$1.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.69K+ 93.64% |
$221K - $245K
|
3.5K
$607K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.79KNew |
$364K - $404K
|
2.79K
$484K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 50.0% |
$13.1K - $14.5K
|
100
$17.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13.5KNew |
$1.77M - $1.96M
|
13.5K
$2.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300New |
$39.2K - $43.5K
|
300
$52K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.1KNew |
$587K - $681K
|
5.1K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-535- 12.16% |
$61.5K - $71.4K
|
3.87K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$153K - $178K
|
1.33K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
14K+ 155.56% |
$1.61M - $1.87M
|
23K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
26+ 0.82% |
$2.99K - $3.47K
|
3.2K
$555K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.18K- 10.61% |
$135K - $157K
|
9.91K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
408New |
$46.9K - $54.5K
|
408
$70.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$1.15M - $1.33M
|
10K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
474+ 16.04% |
$54.5K - $63.3K
|
3.43K
$595K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.05KNew |
$235K - $273K
|
2.05K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-375- 8.3% |
$43.1K - $50.1K
|
4.14K
$719K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
270New |
$31.1K - $36K
|
270
$46.8K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
213New |
$24.5K - $28.4K
|
213
$36.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.3K- 50.0% |
$150K - $174K
|
1.3K
$225K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
414+ 0.71% |
$47.6K - $55.3K
|
58.7K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
140+ 1.64% |
$16.1K - $18.7K
|
8.7K
$1.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 2.57% |
$6.9K - $8.01K
|
2.27K
$394K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
46.2KNew |
$5.31M - $6.17M
|
46.2K
$8.01M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
198New |
$23.7K - $25.5K
|
198
$34.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
118+ 128.26% |
$14.1K - $15.2K
|
210
$36.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-250- 4.26% |
$29.9K - $32.1K
|
5.62K
$974K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.1KNew |
$251K - $270K
|
2.1K
$364K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.8K- 41.39% |
$454K - $488K
|
5.38K
$933K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-605- 6.72% |
$72.3K - $77.8K
|
8.4K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.71KNew |
$205K - $220K
|
1.71K
$297K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
735+ 22.53% |
$87.9K - $94.5K
|
4K
$693K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.07KNew |
$486K - $523K
|
4.07K
$706K
|
|