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
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6+ 0.09% |
$922 - $976
|
6.43K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5New |
$769 - $813
|
5
$789
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 6.12% |
$461 - $488
|
52
$8.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.59% |
$461 - $488
|
508
$80.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.12% |
$461 - $488
|
2.56K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.2% |
$307 - $325
|
1.01K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$154 - $163
|
5.37K
$848K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$154 - $163
|
1.54K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-1- 0.13% |
$154 - $163
|
787
$124K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2- 0.01% |
$307 - $325
|
23.4K
$3.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7- 0.35% |
$1.08K - $1.14K
|
1.97K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10- 0.34% |
$1.54K - $1.63K
|
2.94K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-18- 16.82% |
$2.77K - $2.93K
|
89
$14K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-25- 30.86% |
$3.84K - $4.07K
|
56
$8.83K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-28- 0.12% |
$4.3K - $4.55K
|
22.6K
$3.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-28- 1.42% |
$4.3K - $4.55K
|
1.94K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-35- 17.24% |
$5.38K - $5.69K
|
168
$26.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-35- 1.65% |
$5.38K - $5.69K
|
2.08K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-74- 1.17% |
$11.4K - $12K
|
6.25K
$986K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-76- 2.83% |
$11.7K - $12.4K
|
2.61K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-88- 19.05% |
$13.5K - $14.3K
|
374
$59K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-89- 0.47% |
$13.7K - $14.5K
|
18.9K
$2.98M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-108- 1.44% |
$16.6K - $17.6K
|
7.38K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-169- 4.95% |
$26K - $27.5K
|
3.25K
$512K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-187- 2.48% |
$28.7K - $30.4K
|
7.35K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-195- 2.99% |
$30K - $31.7K
|
6.32K
$997K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-218- 9.6% |
$33.5K - $35.5K
|
2.05K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-274- 0.5% |
$42.1K - $44.6K
|
54.2K
$8.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-355- 2.99% |
$54.6K - $57.7K
|
11.5K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-558- 27.69% |
$85.8K - $90.8K
|
1.46K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-618- 5.05% |
$95K - $101K
|
11.6K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-650- 8.39% |
$99.9K - $106K
|
7.1K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-650- 30.59% |
$99.9K - $106K
|
1.48K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 13.68% |
$155K - $164K
|
6.35K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.17K- 4.41% |
$180K - $190K
|
25.4K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.25K- 37.77% |
$192K - $204K
|
2.06K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.39K- 7.0% |
$214K - $227K
|
18.5K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.95K- 1.63% |
$299K - $316K
|
117K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.96K- 17.34% |
$301K - $318K
|
9.33K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.5K- 6.11% |
$384K - $407K
|
38.4K
$6.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.51K- 14.99% |
$386K - $408K
|
14.2K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-2.69K- 7.51% |
$413K - $437K
|
33.1K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 12.51% |
$640K - $677K
|
29.1K
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.23K- 3.03% |
$651K - $688K
|
136K
$21.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-7.66K- 44.22% |
$1.18M - $1.25M
|
9.66K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.78K- 74.25% |
$1.35M - $1.43M
|
3.04K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-10.8K- 14.22% |
$1.66M - $1.76M
|
65.2K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.7K- 8.78% |
$1.8M - $1.9M
|
121K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 49.87% |
$2.55M - $2.69M
|
16.6K
$2.62M
|