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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
750New |
$88.2K - $102K
|
750
$116K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-585- 50.0% |
$68.8K - $79.6K
|
585
$90.2K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.59KClosed |
$304K - $352K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.53KClosed |
$179K - $207K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.7KClosed |
$200K - $232K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-154Closed |
$18.1K - $21K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-8.21KClosed |
$966K - $1.12M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-70Closed |
$8.23K - $9.52K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-74KClosed |
$8.7M - $10.1M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-6.18K- 38.88% |
$727K - $841K
|
9.72K
$1.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-6.9KClosed |
$811K - $939K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-39KClosed |
$4.59M - $5.31M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-521Closed |
$61.2K - $70.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.64KNew |
$333K - $360K
|
2.64K
$407K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-453Closed |
$57.1K - $61.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
400New |
$50.4K - $54.6K
|
400
$61.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-33Closed |
$4.16K - $4.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.69KClosed |
$212K - $230K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.83KClosed |
$229K - $244K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Strategic Investment Management, LLC
|
SELL
|
- |
-2.49KClosed |
$311K - $331K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-91Closed |
$11.4K - $12.1K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.44KClosed |
$679K - $724K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-2.14KClosed |
$267K - $285K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14New |
$1.75K - $1.86K
|
14
$2.16K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
186New |
$23.2K - $24.7K
|
186
$28.7K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-100Closed |
$12K - $12.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 28, 2021
Q1 2021
|
Sierra Capital LLC
|
BUY
|
- |
12.2KNew |
$1.36M - $1.46M
|
12.2K
$1.89M
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.4KClosed |
$602K - $644K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-29.7KClosed |
$3.31M - $3.54M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5.41KClosed |
$604K - $645K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-2.56KClosed |
$285K - $305K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.3KClosed |
$256K - $274K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.33KClosed |
$1.04M - $1.11M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
8.81KNew |
$982K - $1.05M
|
8.81K
$1.36M
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
186New |
$20.7K - $22.2K
|
186
$28.7K
|
|
| Q3 2020 | |||||||
|
Sep 23, 2021
Q3 2020
|
Systelligence, LLC
|
SELL
|
- |
-90.4KClosed |
$8.37M - $9.49M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-8.1KClosed |
$751K - $851K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-45Closed |
$4.17K - $4.73K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-857Closed |
$79.4K - $90K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
30+ 1.15% |
$2.23K - $2.91K
|
2.64K
$408K
|
|
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6Closed |
$446 - $581
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.37KClosed |
$474K - $617K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.36KClosed |
$324K - $422K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-15.4KClosed |
$1.15M - $1.49M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-487- 14.6% |
$36.2K - $47.2K
|
2.85K
$439K
|
|
|
Jul 27, 2020
Q2 2020
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.5KNew |
$112K - $145K
|
1.5K
$231K
|
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-294Closed |
$21.9K - $28.5K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.7KClosed |
$798K - $1.04M
|
0
$0
|
|