Latest Institutional Sells of Ishares Msci World ETF (URTH)
This list provides information on the latest institutional transactions involving Ishares Msci World ETF (URTH) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.8K- 9.9% |
$575K - $624K
|
34.6K
$6.01M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.2K- 55.85% |
$484K - $526K
|
2.53K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 99.62% |
$235K - $255K
|
6
$1.04K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.01K- 50.0% |
$153K - $166K
|
1.01K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-216- 7.36% |
$32.7K - $35.4K
|
2.72K
$472K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-105- 20.67% |
$15.9K - $17.2K
|
403
$70K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-7.66K- 44.22% |
$1.18M - $1.25M
|
9.66K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 12.51% |
$640K - $677K
|
29.1K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-558- 27.69% |
$85.8K - $90.8K
|
1.46K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$154 - $163
|
1.54K
$268K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-106K- 98.68% |
$14.9M - $16.6M
|
1.41K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-423- 14.83% |
$59.5K - $66.4K
|
2.43K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-341- 35.59% |
$48K - $53.5K
|
617
$107K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-300- 12.45% |
$42.2K - $47.1K
|
2.11K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-183- 2.93% |
$25.7K - $28.7K
|
6.07K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-177- 1.35% |
$24.9K - $27.8K
|
12.9K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-174- 0.77% |
$24.5K - $27.3K
|
22.4K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-100- 29.59% |
$14.1K - $15.7K
|
238
$41.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25- 1.06% |
$3.52K - $3.92K
|
2.33K
$405K
|
|
| Q2 2024 | |||||||
|
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-151K- 98.39% |
$20.7M - $22.4M
|
2.48K
$430K
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-109KClosed |
$15M - $16.2M
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.75K- 4.72% |
$378K - $407K
|
55.6K
$9.65M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.64K- 25.67% |
$225K - $242K
|
4.74K
$824K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.13K- 3.58% |
$155K - $167K
|
30.4K
$5.28M
|
|
|
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
$518K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-15.6K- 61.01% |
$2.03M - $2.25M
|
9.94K
$1.73M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.34K- 41.92% |
$306K - $339K
|
3.24K
$563K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-785- 4.43% |
$103K - $114K
|
16.9K
$2.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 50.0% |
$13.1K - $14.5K
|
100
$17.4K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.3K- 50.0% |
$150K - $174K
|
1.3K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.18K- 10.61% |
$135K - $157K
|
9.91K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-535- 12.16% |
$61.5K - $71.4K
|
3.87K
$671K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-375- 8.3% |
$43.1K - $50.1K
|
4.14K
$719K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 2.57% |
$6.9K - $8.01K
|
2.27K
$394K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.8K- 41.39% |
$454K - $488K
|
5.38K
$934K
|
|
|
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 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-250- 4.26% |
$29.9K - $32.1K
|
5.62K
$975K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-862K- 99.8% |
$93.8M - $103M
|
1.76K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.18% |
$327 - $358
|
1.64K
$284K
|
|
| Q4 2022 | |||||||
|
Mar 13, 2025
Q4 2022
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-7.7K- 22.92% |
$768K - $892K
|
25.9K
$4.5M
|
|
| Q3 2022 | |||||||
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-25.7K- 37.54% |
$2.57M - $3.07M
|
42.7K
$7.41M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.3K- 17.1% |
$330K - $395K
|
16K
$2.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-547- 20.08% |
$54.7K - $65.4K
|
2.18K
$378K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.08% |
$200 - $239
|
63
$10.9K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-20.9KClosed |
$2.18M - $2.71M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.1K- 14.38% |
$1.68M - $2.09M
|
95.9K
$16.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.22KClosed |
$231K - $288K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.83K- 67.53% |
$190K - $237K
|
878
$152K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.72KClosed |
$180K - $224K
|
0
$0
|
|