Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Tr Msci Acwi Low Carbo Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	BUY	$149.46 - $161.6 $261,555 - $282,800	1,750 New	1,750 $262,000
Q2 2019 Aug 09, 2019	SELL	$113.62 - $120.95 $8,067 - $8,587	-71 Closed	0 $0
Q1 2019 Apr 08, 2019	BUY	$101.59 - $117.71 $7,212 - $8,357	71 New	71 $8,000

Others Institutions Holding CRBN

# of Institutions

126

Shares Held

2.57M

Call Options Held

Put Options Held

Betterment LLC New York, NY

1.29M
Shares

$256 Million
0.61% of portfolio
Morgan Stanley New York, NY

196K
Shares

$38.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$25.7 Million
0.0% of portfolio
Investure, LLC Charlottesville, VA

101K
Shares

$20 Million
1.37% of portfolio
Aspiriant, LLC

99.8K
Shares

$19.8 Million
0.75% of portfolio

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About ISHARES TR MSCI ACWI LOW CARBO

Ticker CRBN
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