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 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-16.6K- 20.34% |
$2.17M - $2.41M
|
65K
$10M
|
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-15.6K- 61.01% |
$2.03M - $2.25M
|
9.94K
$1.53M
|
|
May 14, 2024
Q1 2024
|
Mount Capital LTD
|
SELL
|
- |
-11.5K- 30.57% |
$1.5M - $1.66M
|
26K
$4.01M
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.34K- 41.92% |
$306K - $339K
|
3.24K
$500K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.74K- 24.4% |
$227K - $252K
|
5.39K
$831K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-785- 4.43% |
$103K - $114K
|
16.9K
$2.61M
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-496- 72.83% |
$64.8K - $71.9K
|
185
$28.6K
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-183- 1.09% |
$23.9K - $26.5K
|
16.5K
$2.55M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 50.0% |
$13.1K - $14.5K
|
100
$15.4K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-12.2K- 33.86% |
$1.41M - $1.63M
|
23.9K
$3.69M
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.11K- 10.99% |
$473K - $548K
|
33.3K
$5.14M
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.3K- 50.0% |
$150K - $174K
|
1.3K
$201K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.18K- 10.61% |
$135K - $157K
|
9.91K
$1.53M
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.06K- 10.96% |
$121K - $141K
|
8.57K
$1.32M
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-555- 10.68% |
$63.8K - $74.1K
|
4.64K
$716K
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-535- 12.16% |
$61.5K - $71.4K
|
3.87K
$597K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-416- 2.01% |
$47.8K - $55.5K
|
20.3K
$3.14M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-375- 8.3% |
$43.1K - $50.1K
|
4.14K
$639K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 2.57% |
$6.9K - $8.01K
|
2.27K
$351K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.8K- 41.39% |
$454K - $488K
|
5.38K
$830K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-605- 6.72% |
$72.3K - $77.8K
|
8.4K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-250- 4.26% |
$29.9K - $32.1K
|
5.62K
$867K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-106- 68.39% |
$12.7K - $13.6K
|
49
$7.56K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-862K- 99.8% |
$93.8M - $103M
|
1.76K
$271K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.18% |
$327 - $358
|
1.64K
$253K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-280- 9.6% |
$27.9K - $32.4K
|
2.64K
$407K
|
|
Q3 2022 | |||||||
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-25.7K- 37.54% |
$2.57M - $3.07M
|
42.7K
$6.59M
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.3K- 17.1% |
$330K - $395K
|
16K
$2.47M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-547- 20.08% |
$54.7K - $65.4K
|
2.18K
$336K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.08% |
$200 - $239
|
63
$9.72K
|
|
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
$14.8M
|
|
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
$136K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.72KClosed |
$180K - $224K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68KClosed |
$175K - $218K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.67KClosed |
$174K - $217K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-1.59KClosed |
$166K - $206K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-99Closed |
$10.3K - $12.8K
|
0
$0
|
|
Q1 2022 | |||||||
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-74KClosed |
$8.7M - $10.1M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-39KClosed |
$4.59M - $5.31M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-8.21KClosed |
$966K - $1.12M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-6.9KClosed |
$811K - $939K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-6.18K- 38.88% |
$727K - $841K
|
9.72K
$1.5M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.59KClosed |
$304K - $352K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.7KClosed |
$200K - $232K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.53KClosed |
$179K - $207K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-585- 50.0% |
$68.8K - $79.6K
|
585
$90.3K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-521Closed |
$61.2K - $70.9K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-154Closed |
$18.1K - $21K
|
0
$0
|