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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-174- 0.77% |
$24.5K - $27.3K
|
22.4K
$3.61M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-160- 1.1% |
$22.5K - $25.1K
|
14.3K
$2.32M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-138- 1.81% |
$19.4K - $21.7K
|
7.49K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-108- 57.14% |
$15.2K - $17K
|
81
$13.1K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-100- 29.59% |
$14.1K - $15.7K
|
238
$38.4K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92- 1.95% |
$12.9K - $14.4K
|
4.63K
$748K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-52- 0.69% |
$7.32K - $8.16K
|
7.53K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48- 1.27% |
$6.75K - $7.54K
|
3.72K
$601K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25- 1.06% |
$3.52K - $3.92K
|
2.33K
$377K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23- 1.15% |
$3.24K - $3.61K
|
1.97K
$319K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-14- 70.0% |
$1.97K - $2.2K
|
6
$969
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12- 0.22% |
$1.69K - $1.88K
|
5.37K
$868K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1- -0.0% |
$141 - $157
|
25.5K
$4.11M
|
|
Q2 2024 | |||||||
Jan 03, 2025
Q2 2024
|
Allie Family Office LLC
|
SELL
|
- |
-151K- 98.39% |
$20.7M - $22.4M
|
2.48K
$400K
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-109KClosed |
$15M - $16.2M
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-11.9K- 65.37% |
$1.64M - $1.76M
|
6.32K
$1.02M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.75K- 4.72% |
$378K - $407K
|
55.6K
$8.97M
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.69K- 7.81% |
$232K - $249K
|
19.9K
$3.22M
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.64K- 25.67% |
$225K - $242K
|
4.74K
$766K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.13K- 3.58% |
$155K - $167K
|
30.4K
$4.91M
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-11- 0.68% |
$1.51K - $1.63K
|
1.61K
$261K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9- 1.52% |
$1.24K - $1.33K
|
582
$94K
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3- 0.07% |
$412 - $444
|
4.06K
$656K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2- 0.07% |
$275 - $296
|
2.98K
$482K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.01% |
$137 - $148
|
7.36K
$1.19M
|
|
Q1 2024 | |||||||
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-15.6K- 61.01% |
$2.03M - $2.25M
|
9.94K
$1.61M
|
|
May 14, 2024
Q1 2024
|
Mount Capital LTD
|
SELL
|
- |
-11.5K- 30.57% |
$1.5M - $1.66M
|
26K
$4.2M
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.34K- 41.92% |
$306K - $339K
|
3.24K
$524K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-785- 4.43% |
$103K - $114K
|
16.9K
$2.74M
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-183- 1.09% |
$23.9K - $26.5K
|
16.5K
$2.67M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-100- 50.0% |
$13.1K - $14.5K
|
100
$16.2K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.11K- 10.99% |
$473K - $548K
|
33.3K
$5.37M
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.3K- 50.0% |
$150K - $174K
|
1.3K
$210K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.18K- 10.61% |
$135K - $157K
|
9.91K
$1.6M
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.06K- 10.96% |
$121K - $141K
|
8.57K
$1.39M
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-535- 12.16% |
$61.5K - $71.4K
|
3.87K
$625K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-375- 8.3% |
$43.1K - $50.1K
|
4.14K
$669K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 2.57% |
$6.9K - $8.01K
|
2.27K
$367K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.8K- 41.39% |
$454K - $488K
|
5.38K
$869K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-605- 6.72% |
$72.3K - $77.8K
|
8.4K
$1.36M
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-250- 4.26% |
$29.9K - $32.1K
|
5.62K
$907K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-862K- 99.8% |
$93.8M - $103M
|
1.76K
$284K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3- 0.18% |
$327 - $358
|
1.64K
$264K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-280- 9.6% |
$27.9K - $32.4K
|
2.64K
$426K
|
|
Q3 2022 | |||||||
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-25.7K- 37.54% |
$2.57M - $3.07M
|
42.7K
$6.9M
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.3K- 17.1% |
$330K - $395K
|
16K
$2.58M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-547- 20.08% |
$54.7K - $65.4K
|
2.18K
$352K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.08% |
$200 - $239
|
63
$10.2K
|
|
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
$15.5M
|