Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
5.86K+ 5.87% |
$1.13M - $1.19M
|
106K
$21.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.56K+ 6.72% |
$301K - $317K
|
24.8K
$4.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$293K - $309K
|
1.52K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.2KNew |
$231K - $243K
|
1.2K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.19KNew |
$229K - $241K
|
1.19K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
823+ 74.28% |
$159K - $167K
|
1.93K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
230+ 3.47% |
$44.3K - $46.7K
|
6.87K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
225+ 13.11% |
$43.4K - $45.7K
|
1.94K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
200+ 2.09% |
$38.5K - $40.6K
|
9.79K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
119+ 2.77% |
$22.9K - $24.2K
|
4.42K
$882K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
110+ 2.97% |
$21.2K - $22.3K
|
3.82K
$761K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
63+ 0.81% |
$12.1K - $12.8K
|
7.83K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
54New |
$10.4K - $11K
|
54
$10.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
49New |
$9.44K - $9.95K
|
49
$9.78K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
28+ 1.14% |
$5.4K - $5.69K
|
2.49K
$497K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
26+ 1.16% |
$5.01K - $5.28K
|
2.28K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
24+ 1.16% |
$4.63K - $4.87K
|
2.09K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 2.52% |
$2.89K - $3.05K
|
610
$122K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 0.95% |
$2.12K - $2.23K
|
1.17K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 3.57% |
$193 - $203
|
29
$5.79K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 7.69% |
$1.16K - $1.22K
|
72
$14.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8- 2.11% |
$1.54K - $1.62K
|
371
$74K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-8- 10.13% |
$1.54K - $1.62K
|
71
$14.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 6.28% |
$2.31K - $2.44K
|
179
$35.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-28- 2.43% |
$5.4K - $5.69K
|
1.12K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-39- 42.86% |
$7.52K - $7.92K
|
52
$10.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63- 4.81% |
$12.1K - $12.8K
|
1.25K
$249K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-223- 4.04% |
$43K - $45.3K
|
5.3K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-378- 9.55% |
$72.8K - $76.8K
|
3.58K
$715K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-405- 2.26% |
$78K - $82.2K
|
17.5K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-441- 22.43% |
$85K - $89.5K
|
1.53K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.23K- 20.69% |
$236K - $249K
|
4.7K
$937K
|