Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
4.48K+ 41.05% |
$178K - $204K
|
15.4K
$1.01M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.84K+ 33.36% |
$153K - $175K
|
15.4K
$1.01M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.66K+ 50.03% |
$146K - $167K
|
11K
$722K
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.12K+ 52.81% |
$124K - $142K
|
9.03K
$594K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
2.92K+ 51.32% |
$116K - $133K
|
8.6K
$565K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.8K+ 23.93% |
$111K - $127K
|
14.5K
$952K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.63K+ 52.42% |
$105K - $120K
|
7.65K
$502K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.43K+ 30.84% |
$96.8K - $111K
|
10.3K
$678K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.27K+ 15.78% |
$90.1K - $103K
|
16.6K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.77KNew |
$70.3K - $80.4K
|
1.77K
$116K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.7K+ 26.28% |
$67.7K - $77.4K
|
8.18K
$538K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.43K+ 22.34% |
$56.8K - $64.9K
|
7.82K
$514K
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.33K+ 21.21% |
$52.9K - $60.5K
|
7.61K
$500K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.09KNew |
$43.2K - $49.4K
|
1.09K
$71.4K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
869+ 54.79% |
$34.6K - $39.5K
|
2.46K
$161K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
762New |
$30.3K - $34.6K
|
762
$50.1K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
664+ 1021.54% |
$26.4K - $30.2K
|
729
$47.9K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
561New |
$22.3K - $25.5K
|
561
$36.9K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
500New |
$19.9K - $22.7K
|
500
$32.9K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
493+ 15.29% |
$19.6K - $22.4K
|
3.72K
$244K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
413+ 48.65% |
$16.4K - $18.8K
|
1.26K
$82.9K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
269New |
$10.7K - $12.2K
|
269
$17.7K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
245+ 35.51% |
$9.75K - $11.1K
|
935
$61.4K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
225+ 2.02% |
$8.95K - $10.2K
|
11.4K
$746K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
202New |
$8.04K - $9.18K
|
202
$13.3K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
187+ 9.33% |
$7.44K - $8.5K
|
2.19K
$144K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
65+ 53.28% |
$2.59K - $2.96K
|
187
$12.3K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 101.72% |
$2.35K - $2.68K
|
117
$7.69K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-22- 7.56% |
$875 - $1K
|
269
$17.7K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44- 42.31% |
$1.75K - $2K
|
60
$3.94K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-128- 33.68% |
$5.09K - $5.82K
|
252
$16.6K
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-928- 8.77% |
$36.9K - $42.2K
|
9.66K
$634K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 60.71% |
$83K - $94.9K
|
1.35K
$88.7K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.8K- 23.99% |
$747K - $854K
|
59.5K
$3.91M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23.9K- 36.5% |
$952K - $1.09M
|
41.7K
$2.74M
|