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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.59KNew |
$245K - $259K
|
1.59K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.56KNew |
$240K - $254K
|
1.56K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.52K+ 25283.33% |
$233K - $247K
|
1.52K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.49KNew |
$229K - $243K
|
1.49K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.47KNew |
$226K - $239K
|
1.47K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.46K+ 55.24% |
$224K - $237K
|
4.09K
$645K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.43KNew |
$220K - $232K
|
1.43K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
1.34KNew |
$206K - $218K
|
1.34K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.33KNew |
$204K - $216K
|
1.33K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.27KNew |
$196K - $207K
|
1.27K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
1.18K+ 21.35% |
$182K - $192K
|
6.71K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.15K+ 280.88% |
$176K - $186K
|
1.55K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
915+ 3.71% |
$141K - $149K
|
25.6K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
906+ 0.71% |
$139K - $147K
|
128K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
850New |
$131K - $138K
|
850
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
805+ 1.04% |
$124K - $131K
|
78.1K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
783+ 12.59% |
$120K - $127K
|
7K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
776+ 15.54% |
$119K - $126K
|
5.77K
$910K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
775+ 24.31% |
$119K - $126K
|
3.96K
$625K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
590New |
$90.7K - $96K
|
590
$93K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
450New |
$69.2K - $73.2K
|
450
$71K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
324+ 14.24% |
$49.8K - $52.7K
|
2.6K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
310+ 0.91% |
$47.7K - $50.4K
|
34.4K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
300New |
$46.1K - $48.8K
|
300
$47.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
290New |
$44.6K - $47.2K
|
290
$45.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
274New |
$42.1K - $44.6K
|
274
$43.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
250+ 26.57% |
$38.4K - $40.7K
|
1.19K
$188K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
235New |
$36.1K - $38.2K
|
235
$37.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
231+ 8.24% |
$35.5K - $37.6K
|
3.03K
$478K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224+ 2.74% |
$34.4K - $36.4K
|
8.41K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
178+ 5.73% |
$27.4K - $29K
|
3.29K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
175+ 3.21% |
$26.9K - $28.5K
|
5.62K
$887K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
162+ 9.95% |
$24.9K - $26.4K
|
1.79K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
160+ 57.14% |
$24.6K - $26K
|
440
$69.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
120+ 8.81% |
$18.4K - $19.5K
|
1.48K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
117+ 0.38% |
$18K - $19K
|
30.6K
$4.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75+ 22.12% |
$11.5K - $12.2K
|
414
$65.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
73+ 1.77% |
$11.2K - $11.9K
|
4.19K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
49New |
$7.53K - $7.97K
|
49
$7.73K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
45New |
$6.92K - $7.32K
|
45
$7.1K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32+ 1.77% |
$4.92K - $5.21K
|
1.84K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
29+ 1.77% |
$4.46K - $4.72K
|
1.67K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21+ 0.72% |
$3.23K - $3.42K
|
2.94K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17New |
$2.61K - $2.77K
|
17
$2.68K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15+ 0.53% |
$2.31K - $2.44K
|
2.84K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14+ 0.3% |
$2.15K - $2.28K
|
4.64K
$732K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
11+ 0.76% |
$1.69K - $1.79K
|
1.45K
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11New |
$1.69K - $1.79K
|
11
$1.73K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9+ 0.69% |
$1.38K - $1.46K
|
1.31K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
7+ 0.67% |
$1.08K - $1.14K
|
1.05K
$165K
|