Latest Institutional Purchases of Ishares Msci World ETF (URTH)
This list provides information on the latest institutional transactions involving Ishares Msci World ETF (URTH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
366KNew |
$56.2M - $59.5M
|
366K
$59.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
120KNew |
$18.5M - $19.6M
|
120K
$19.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
41.6K+ 38.99% |
$6.4M - $6.77M
|
148K
$24M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
36.5KNew |
$5.61M - $5.94M
|
36.5K
$5.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.5K+ 18.73% |
$4.22M - $4.47M
|
174K
$28.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23.1KNew |
$3.56M - $3.76M
|
23.1K
$3.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
22.1K+ 105.84% |
$3.4M - $3.6M
|
43K
$6.95M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
16.4KNew |
$2.52M - $2.67M
|
16.4K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
15.4KNew |
$2.36M - $2.5M
|
15.4K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.6KNew |
$2.25M - $2.38M
|
14.6K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
12.2K+ 19.46% |
$1.87M - $1.98M
|
74.6K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
4.45KNew |
$683K - $723K
|
4.45K
$718K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
4.4K+ 100.0% |
$676K - $716K
|
8.8K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
3.88K+ 147.79% |
$597K - $632K
|
6.51K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.38KNew |
$520K - $550K
|
3.38K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.95KNew |
$454K - $480K
|
2.95K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.05K+ 4.3% |
$315K - $333K
|
49.6K
$8.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.88KNew |
$289K - $306K
|
1.88K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.59KNew |
$245K - $259K
|
1.59K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.43KNew |
$220K - $232K
|
1.43K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.34KNew |
$206K - $218K
|
1.34K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.33KNew |
$204K - $216K
|
1.33K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.27KNew |
$196K - $207K
|
1.27K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.18K+ 21.35% |
$182K - $192K
|
6.71K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
850New |
$131K - $138K
|
850
$137K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
783+ 12.59% |
$120K - $127K
|
7K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
776+ 15.54% |
$119K - $126K
|
5.77K
$932K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
590New |
$90.7K - $96K
|
590
$95.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
450New |
$69.2K - $73.2K
|
450
$72.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
290New |
$44.6K - $47.2K
|
290
$46.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
250+ 26.57% |
$38.4K - $40.7K
|
1.19K
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
231+ 8.24% |
$35.5K - $37.6K
|
3.03K
$490K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
178+ 5.73% |
$27.4K - $29K
|
3.29K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
162+ 9.95% |
$24.9K - $26.4K
|
1.79K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
160+ 57.14% |
$24.6K - $26K
|
440
$71.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75+ 22.12% |
$11.5K - $12.2K
|
414
$66.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
73+ 1.77% |
$11.2K - $11.9K
|
4.19K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
49New |
$7.53K - $7.97K
|
49
$7.92K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32+ 1.77% |
$4.92K - $5.21K
|
1.84K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
29+ 1.77% |
$4.46K - $4.72K
|
1.67K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21+ 0.72% |
$3.23K - $3.42K
|
2.94K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17New |
$2.61K - $2.77K
|
17
$2.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15+ 0.53% |
$2.31K - $2.44K
|
2.84K
$458K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11New |
$1.69K - $1.79K
|
11
$1.78K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6+ 0.09% |
$922 - $976
|
6.43K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.12% |
$461 - $488
|
2.56K
$413K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 6.12% |
$461 - $488
|
52
$8.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.59% |
$461 - $488
|
508
$82.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.2% |
$307 - $325
|
1.01K
$163K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
213K+ 2057.59% |
$30M - $33.5M
|
224K
$36.1M
|
|