Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Acwi Low Carbo (CRBN)
This table provides information about the institutional ownership of Ishares Tr Msci Acwi Low Carbo (CRBN) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI ACWI LOW CARBO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-157- 2.01% |
$21.7K - $23.8K
|
7.66K
$1.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-165- 20.45% |
$22.8K - $25K
|
642
$145K
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-184Closed |
$25.4K - $27.9K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-297- 44.59% |
$41.1K - $45K
|
369
$83.5K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-317- 8.47% |
$43.8K - $48K
|
3.43K
$775K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-356- 80.73% |
$49.2K - $53.9K
|
85
$19.2K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-482- 7.1% |
$66.7K - $73K
|
6.3K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-531- 4.4% |
$73.4K - $80.4K
|
11.5K
$2.61M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-531- 4.4% |
$73.4K - $80.4K
|
11.5K
$2.61M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-890- 5.83% |
$123K - $135K
|
14.4K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-980- 8.9% |
$136K - $148K
|
10K
$2.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.22K- 10.58% |
$169K - $185K
|
10.3K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.23K- 0.69% |
$170K - $186K
|
176K
$39.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.08K- 58.34% |
$288K - $315K
|
1.49K
$336K
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.25K- 58.83% |
$310K - $340K
|
1.57K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.26K- 8.39% |
$312K - $342K
|
24.6K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.31K- 13.09% |
$320K - $351K
|
15.4K
$3.48M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.83K- 10.71% |
$392K - $429K
|
23.6K
$5.34M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.21K- 19.86% |
$444K - $486K
|
12.9K
$2.93M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.36K- 66.63% |
$465K - $509K
|
1.68K
$381K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-5.06K- 10.61% |
$700K - $766K
|
42.6K
$9.65M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.12K- 12.86% |
$708K - $776K
|
34.7K
$7.85M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.47K- 3.42% |
$757K - $829K
|
154K
$35M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.28K- 8.36% |
$868K - $951K
|
68.8K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.1K- 16.63% |
$1.53M - $1.67M
|
55.4K
$12.5M
|