Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.21K+ 17.02% |
$376K - $469K
|
15.2K
$3.21M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.04KNew |
$178K - $221K
|
1.04K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.02KNew |
$174K - $216K
|
1.02K
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
114+ 2.16% |
$19.4K - $24.1K
|
5.38K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
45+ 0.58% |
$7.66K - $9.53K
|
7.87K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.96% |
$6.3K - $7.84K
|
3.89K
$822K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37+ 1.56% |
$6.3K - $7.84K
|
2.41K
$508K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 5.15% |
$5.79K - $7.2K
|
694
$147K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6New |
$1.02K - $1.27K
|
6
$1.27K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11- 6.47% |
$1.87K - $2.33K
|
159
$33.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-12- 0.77% |
$2.04K - $2.54K
|
1.54K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 5.82% |
$17.7K - $22K
|
1.68K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-161- 13.43% |
$27.4K - $34.1K
|
1.04K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.67K- 17.97% |
$285K - $355K
|
7.64K
$1.61M
|