Purchases and Sales Made in Q4 2024 in Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI WORLD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
36.5KNew |
$5.61M - $5.94M
|
36.5K
$5.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27.5K+ 18.73% |
$4.22M - $4.47M
|
174K
$28M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23.1KNew |
$3.56M - $3.76M
|
23.1K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
22.1K+ 105.84% |
$3.4M - $3.6M
|
43K
$6.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
4.45KNew |
$683K - $723K
|
4.45K
$715K
|
|
|
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
$544K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.05K+ 4.3% |
$315K - $333K
|
49.6K
$7.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.88KNew |
$289K - $306K
|
1.88K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.43KNew |
$220K - $232K
|
1.43K
$230K
|
|
|
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
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
850New |
$131K - $138K
|
850
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
776+ 15.54% |
$119K - $126K
|
5.77K
$928K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
590New |
$90.7K - $96K
|
590
$94.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
178+ 5.73% |
$27.4K - $29K
|
3.29K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
160+ 57.14% |
$24.6K - $26K
|
440
$70.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
73+ 1.77% |
$11.2K - $11.9K
|
4.19K
$674K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21+ 0.72% |
$3.23K - $3.42K
|
2.94K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6+ 0.09% |
$922 - $976
|
6.43K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 6.12% |
$461 - $488
|
52
$8.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.59% |
$461 - $488
|
508
$81.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.12% |
$461 - $488
|
2.56K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.2% |
$307 - $325
|
1.01K
$163K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-1- 0.13% |
$154 - $163
|
787
$127K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$154 - $163
|
1.54K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-28- 0.12% |
$4.3K - $4.55K
|
22.6K
$3.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-35- 17.24% |
$5.38K - $5.69K
|
168
$27K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-35- 1.65% |
$5.38K - $5.69K
|
2.08K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-74- 1.17% |
$11.4K - $12K
|
6.25K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-169- 4.95% |
$26K - $27.5K
|
3.25K
$523K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-274- 0.5% |
$42.1K - $44.6K
|
54.2K
$8.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-650- 8.39% |
$99.9K - $106K
|
7.1K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.95K- 1.63% |
$299K - $316K
|
117K
$18.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.51K- 14.99% |
$386K - $408K
|
14.2K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.78K- 74.25% |
$1.35M - $1.43M
|
3.04K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-65.5K- 9.6% |
$10.1M - $10.7M
|
617K
$99.2M
|