Concord Wealth Partners Ishares Tr Msci Acwi Low Carbo Transaction History

Concord Wealth Partners

$673 Million
Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Concord Wealth Partners holds 400 shares of CRBN stock, worth $86,632. This represents 0.01% of its overall portfolio holdings.

Number of Shares

400

Holding current value

$86,632

% of portfolio

0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$170.2 - $211.82 $68,080 - $84,728	400 New	400 $84,000
Q4 2024 Jan 23, 2025	SELL	$192.71 - $203.05 $7,515 - $7,918	-39 Reduced 42.86%	52 $10,000
Q3 2024 Oct 24, 2024	SELL	$175.05 - $196.39 $15,229 - $17,085	-87 Reduced 48.88%	91 $17,000
Q2 2024 Jul 31, 2024	SELL	$169.52 - $183.86 $80,352 - $87,149	-474 Reduced 72.7%	178 $32,000
Q1 2024 Apr 30, 2024	BUY	$162.6 - $179.62 $59,349 - $65,561	365 Added 127.18%	652 $117,000
Q4 2023 Apr 30, 2024	SELL	$143.83 - $166.15 $70,189 - $81,081	-488 Reduced 62.97%	287 $47,000
Q4 2023 Feb 05, 2024	SELL	$143.83 - $166.15 $70,189 - $81,081	-488 Reduced 62.97%	287 $47,000
Q3 2023 Apr 30, 2024	BUY	$149.46 - $161.6 $72,936 - $78,860	488 Added 170.03%	775 $116,000
Q3 2023 Oct 25, 2023	SELL	$149.46 - $161.6 $29,892 - $32,320	-200 Reduced 20.51%	775 $116,000
Q2 2023 Aug 07, 2023	BUY	$147.18 - $156.7 $9,419 - $10,028	64 Added 7.03%	975 $152,000
Q1 2023 Apr 26, 2023	SELL	$138.3 - $151.49 $19,500 - $21,360	-141 Reduced 13.4%	911 $134,000
Q4 2022 Jan 27, 2023	BUY	$126.3 - $146.54 $132,867 - $154,160	1,052 New	1,052 $145,000
Q2 2022 Aug 04, 2022	SELL	$133.43 - $165.9 $21,215 - $26,378	-159 Reduced 11.8%	1,189 $163,000
Q1 2022 Apr 20, 2022	SELL	$150.89 - $174.82 $4,526 - $5,244	-30 Reduced 2.18%	1,348 $220,000
Q4 2021 Jan 21, 2022	BUY	$163.45 - $176.38 $3,432 - $3,703	21 Added 1.55%	1,378 $240,000
Q3 2021 Nov 09, 2021	SELL	$162.95 - $173.13 $93,859 - $99,722	-576 Reduced 29.8%	1,357 $223,000
Q2 2021 Jul 29, 2021	SELL	$157.95 - $166.85 $80,238 - $84,759	-508 Reduced 20.81%	1,933 $321,000
Q1 2021 May 13, 2021	SELL	$148.24 - $158.11 $73,823 - $78,738	-498 Reduced 16.94%	2,441 $381,000
Q4 2020 Feb 16, 2021	BUY	$127.74 - $149.16 $375,427 - $438,381	2,939 New	2,939 $437,000

Others Institutions Holding CRBN

# of Institutions

144

Shares Held

2.62M

Call Options Held

Put Options Held

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About ISHARES TR MSCI ACWI LOW CARBO

Ticker CRBN
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Concord Wealth Partners Ishares Tr Msci Acwi Low Carbo Transaction History