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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
17+ 0.81% |
$2.89K - $3.6K
|
2.11K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
11+ 0.86% |
$1.87K - $2.33K
|
1.29K
$292K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10+ 0.05% |
$1.7K - $2.12K
|
20.2K
$4.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9+ 0.85% |
$1.53K - $1.91K
|
1.07K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7+ 0.36% |
$1.19K - $1.48K
|
1.94K
$439K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
6New |
$1.02K - $1.27K
|
6
$1.36K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6New |
$1.02K - $1.27K
|
6
$1.36K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.34% |
$851 - $1.06K
|
1.49K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2New |
$340 - $424
|
2
$453
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 8.7% |
$340 - $424
|
25
$5.66K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.65% |
$340 - $424
|
308
$69.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.89% |
$170 - $212
|
113
$25.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-5- 41.67% |
$851 - $1.06K
|
7
$1.58K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 41.67% |
$1.7K - $2.12K
|
14
$3.17K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11- 6.47% |
$1.87K - $2.33K
|
159
$36K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-12- 0.77% |
$2.04K - $2.54K
|
1.54K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-34- 2.37% |
$5.79K - $7.2K
|
1.4K
$317K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 7.41% |
$5.79K - $7.2K
|
425
$96.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-39- 2.85% |
$6.64K - $8.26K
|
1.33K
$301K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-40- 2.31% |
$6.81K - $8.47K
|
1.69K
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-43- 9.95% |
$7.32K - $9.11K
|
389
$88.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-49- 1.25% |
$8.34K - $10.4K
|
3.87K
$876K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-54- 0.3% |
$9.19K - $11.4K
|
18.3K
$4.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-59- 2.76% |
$10K - $12.5K
|
2.08K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-61- 1.21% |
$10.4K - $12.9K
|
5K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 5.82% |
$17.7K - $22K
|
1.68K
$381K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-120- 1.71% |
$20.4K - $25.4K
|
6.91K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-145- 2.83% |
$24.7K - $30.7K
|
4.98K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-161- 13.43% |
$27.4K - $34.1K
|
1.04K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-164- 14.08% |
$27.9K - $34.7K
|
1K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-175- 1.76% |
$29.8K - $37.1K
|
9.79K
$2.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-234- 19.63% |
$39.8K - $49.6K
|
958
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-236- 4.71% |
$40.2K - $50K
|
4.78K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-250- 2.02% |
$42.6K - $53K
|
12.1K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-336- 3.49% |
$57.2K - $71.2K
|
9.3K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-388- 16.45% |
$66K - $82.2K
|
1.97K
$446K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-419- 7.63% |
$71.3K - $88.8K
|
5.07K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-570- 14.29% |
$97K - $121K
|
3.42K
$774K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-680- 3.58% |
$116K - $144K
|
18.3K
$4.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-855- 18.63% |
$146K - $181K
|
3.73K
$845K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-941- 9.55% |
$160K - $199K
|
8.92K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-945- 2.26% |
$161K - $200K
|
40.9K
$9.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.11K- 25.27% |
$189K - $235K
|
3.28K
$743K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.67K- 17.97% |
$285K - $355K
|
7.64K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.88K- 36.64% |
$320K - $398K
|
3.25K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.46K- 56.3% |
$590K - $734K
|
2.69K
$609K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-4K- 3.88% |
$681K - $847K
|
99K
$22.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.11K- 35.74% |
$1.55M - $1.93M
|
16.4K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-12.2K- 0.94% |
$2.07M - $2.58M
|
1.29M
$291M
|