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 178 shares of CRBN stock, worth $34,621. This represents 0.01% of its overall portfolio holdings.

Number of Shares
178
Previous 652 72.7%
Holding current value
$34,621
Previous $117,000 72.65%
% of portfolio
0.01%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR MSCI ACWI LOW CARBO


  • Ticker CRBN
  • Sector ETFs
  • Industry ETFs
More about CRBN
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