Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59.2K+ 485.26% |
$10M - $10.9M
|
71.4K
$14.2M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14K+ 2270.99% |
$2.38M - $2.58M
|
14.6K
$2.92M
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
10.9KNew |
$1.85M - $2M
|
10.9K
$2.18M
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
8.8K+ 8.97% |
$1.49M - $1.62M
|
107K
$21.3M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.28K+ 3.14% |
$1.06M - $1.15M
|
206K
$41.1M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.28K+ 3.14% |
$1.06M - $1.15M
|
206K
$41.1M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.36K+ 0.43% |
$908K - $985K
|
1.27M
$252M
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
3.58K+ 24.96% |
$607K - $658K
|
17.9K
$3.57M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.21KNew |
$374K - $405K
|
2.21K
$440K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.26KNew |
$213K - $231K
|
1.26K
$251K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.14KNew |
$192K - $209K
|
1.14K
$226K
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.11KNew |
$188K - $204K
|
1.11K
$221K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
835+ 668.0% |
$142K - $154K
|
960
$192K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
820+ 22.15% |
$139K - $151K
|
4.52K
$902K
|
|
Aug 14, 2024
Q2 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
810+ 0.81% |
$137K - $149K
|
101K
$20.1M
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
630New |
$107K - $116K
|
630
$126K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
614+ 40.77% |
$104K - $113K
|
2.12K
$423K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
540+ 14.42% |
$91.5K - $99.3K
|
4.29K
$855K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
518+ 11.07% |
$87.8K - $95.2K
|
5.2K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
501+ 25.46% |
$84.9K - $92.1K
|
2.47K
$493K
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
493+ 2.55% |
$83.6K - $90.6K
|
19.8K
$3.96M
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
491+ 17.11% |
$83.2K - $90.3K
|
3.36K
$671K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
437+ 6.56% |
$74.1K - $80.3K
|
7.1K
$1.42M
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
406New |
$68.8K - $74.6K
|
406
$81K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
335New |
$56.8K - $61.6K
|
335
$66.8K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
324+ 2.97% |
$54.9K - $59.6K
|
11.2K
$2.24M
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
320+ 5.07% |
$54.2K - $58.8K
|
6.64K
$1.32M
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
252+ 19.12% |
$42.7K - $46.3K
|
1.57K
$313K
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
187+ 8.13% |
$31.7K - $34.4K
|
2.49K
$496K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175+ 1.23% |
$29.7K - $32.2K
|
14.4K
$2.86M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
133+ 5.05% |
$22.5K - $24.5K
|
2.77K
$553K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
133+ 3.56% |
$22.5K - $24.5K
|
3.87K
$773K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
128+ 9.52% |
$21.7K - $23.5K
|
1.47K
$294K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
110New |
$18.6K - $20.2K
|
110
$21.9K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
107New |
$18.1K - $19.7K
|
107
$21.4K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
104+ 1.09% |
$17.6K - $19.1K
|
9.67K
$1.93M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73+ 0.28% |
$12.4K - $13.4K
|
25.9K
$5.16M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60+ 1.39% |
$10.2K - $11K
|
4.38K
$874K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51+ 1.86% |
$8.65K - $9.38K
|
2.79K
$557K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
41New |
$6.95K - $7.54K
|
41
$8.18K
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
38+ 1.47% |
$6.44K - $6.99K
|
2.62K
$523K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38+ 3.04% |
$6.44K - $6.99K
|
1.29K
$257K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26+ 2.11% |
$4.41K - $4.78K
|
1.26K
$251K
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20+ 0.82% |
$3.39K - $3.68K
|
2.46K
$491K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.81% |
$3.05K - $3.31K
|
2.25K
$449K
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
17+ 0.71% |
$2.88K - $3.13K
|
2.4K
$478K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
17+ 0.83% |
$2.88K - $3.13K
|
2.07K
$412K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$2.2K - $2.39K
|
13
$2.59K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.7% |
$678 - $735
|
576
$115K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.53% |
$170 - $184
|
191
$38.1K
|