Purchases and Sales Made in Q3 2023 in Blackrock ETF Tr Us Carbon Tra (LCTU)
This table provides information about the institutional ownership of Blackrock ETF Tr Us Carbon Tra (LCTU) during Q3 2023. The information is specifically focused on institutions that hold shares of BLACKROCK ETF TR US CARBON TRA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
5.01K+ 67.0% |
$235K - $253K
|
12.5K
$820K
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
4.91KNew |
$230K - $248K
|
4.91K
$323K
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.49KNew |
$210K - $227K
|
4.49K
$295K
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
4.29K+ 39.28% |
$201K - $217K
|
15.2K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.29K+ 75.74% |
$201K - $217K
|
9.96K
$654K
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.28KNew |
$201K - $217K
|
4.28K
$281K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.28K+ 38.62% |
$200K - $216K
|
15.3K
$1.01M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.17K+ 26.2% |
$195K - $211K
|
20.1K
$1.32M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.11K+ 40.28% |
$192K - $208K
|
14.3K
$939K
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
3.79K+ 37.01% |
$178K - $192K
|
14K
$923K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.75KNew |
$176K - $190K
|
3.75K
$246K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.58K+ 172.66% |
$168K - $181K
|
5.66K
$372K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.55K+ 39.49% |
$166K - $179K
|
12.5K
$823K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.44K+ 52.76% |
$161K - $174K
|
9.95K
$653K
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.96K+ 34.05% |
$139K - $150K
|
11.7K
$765K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.78K+ 34.67% |
$130K - $140K
|
10.8K
$708K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.71K+ 42.83% |
$127K - $137K
|
9.02K
$593K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.62K+ 30.24% |
$123K - $132K
|
11.3K
$741K
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.56K+ 17.52% |
$120K - $129K
|
17.1K
$1.13M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.48K+ 55.05% |
$116K - $126K
|
7K
$460K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.14KNew |
$100K - $108K
|
2.14K
$141K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.12K+ 29.31% |
$99.1K - $107K
|
9.33K
$613K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.97K+ 97.0% |
$92.5K - $99.8K
|
4.01K
$263K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.94K+ 13.06% |
$91.1K - $98.3K
|
16.8K
$1.11M
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.87K+ 25.83% |
$87.4K - $94.4K
|
9.09K
$597K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.86K+ 42.62% |
$87.1K - $94K
|
6.22K
$409K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.78K+ 60.57% |
$83.2K - $89.8K
|
4.71K
$309K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.67K+ 37.73% |
$78.5K - $84.7K
|
6.11K
$401K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.67K+ 23.57% |
$78.4K - $84.6K
|
8.77K
$576K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.36K+ 111.43% |
$63.5K - $68.5K
|
2.57K
$169K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.25K+ 27.39% |
$58.6K - $63.2K
|
5.81K
$382K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.22K+ 41.48% |
$57K - $61.6K
|
4.15K
$273K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
679+ 46.7% |
$31.8K - $34.4K
|
2.13K
$140K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
666+ 37.5% |
$31.2K - $33.7K
|
2.44K
$160K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
584+ 7.71% |
$27.4K - $29.5K
|
8.16K
$536K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
523+ 41.34% |
$24.5K - $26.5K
|
1.79K
$117K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
454+ 44.42% |
$21.3K - $23K
|
1.48K
$97K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
406+ 25.86% |
$19K - $20.5K
|
1.98K
$130K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
325New |
$15.2K - $16.4K
|
325
$21.4K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
221+ 0.3% |
$10.4K - $11.2K
|
72.8K
$4.78M
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
184+ 22.47% |
$8.62K - $9.31K
|
1K
$65.9K
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
165+ 19.41% |
$7.73K - $8.35K
|
1.02K
$66.7K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
123+ 42.27% |
$5.77K - $6.22K
|
414
$27.2K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$4.69K - $5.06K
|
100
$6.57K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98+ 2.55% |
$4.59K - $4.96K
|
3.94K
$259K
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
85New |
$3.98K - $4.3K
|
85
$5.58K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
74+ 23.64% |
$3.47K - $3.74K
|
387
$25.4K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54+ 0.65% |
$2.53K - $2.73K
|
8.4K
$552K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
46+ 76.67% |
$2.16K - $2.33K
|
106
$6.96K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27New |
$1.27K - $1.37K
|
27
$1.77K
|