Latest Institutional Transactions on Ishares Tr Msci Acwi Low Carbo (CRBN)
This table provides information on the latest institutional transactions involving Ishares Tr Msci Acwi Low Carbo (CRBN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
335+ 92.8% |
$57K - $71K
|
696
$149K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
130+ 7.64% |
$22.1K - $27.5K
|
1.83K
$393K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7+ 0.36% |
$1.19K - $1.48K
|
1.94K
$415K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.85K+ 121.94% |
$655K - $816K
|
7.01K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
27+ 90.0% |
$4.6K - $5.72K
|
57
$12.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-39- 2.85% |
$6.64K - $8.26K
|
1.33K
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-234- 19.63% |
$39.8K - $49.6K
|
958
$205K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.11K+ 12.52% |
$530K - $660K
|
28K
$6M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-12- 0.77% |
$2.04K - $2.54K
|
1.54K
$330K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6New |
$1.02K - $1.27K
|
6
$1.29K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
45+ 0.58% |
$7.66K - $9.53K
|
7.87K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37+ 1.56% |
$6.3K - $7.84K
|
2.41K
$515K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-161- 13.43% |
$27.4K - $34.1K
|
1.04K
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 5.15% |
$5.79K - $7.2K
|
694
$149K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
114+ 2.16% |
$19.4K - $24.1K
|
5.38K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11- 6.47% |
$1.87K - $2.33K
|
159
$34.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 5.82% |
$17.7K - $22K
|
1.68K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
37+ 0.96% |
$6.3K - $7.84K
|
3.89K
$834K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.02KNew |
$174K - $216K
|
1.02K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.67K- 17.97% |
$285K - $355K
|
7.64K
$1.64M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.04KNew |
$178K - $221K
|
1.04K
$224K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.21K+ 17.02% |
$376K - $469K
|
15.2K
$3.26M
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-111- 2.12% |
$21K - $22.7K
|
5.13K
$1.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
108+ 2.56% |
$20.5K - $22K
|
4.32K
$926K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8+ 9.64% |
$1.52K - $1.63K
|
91
$19.5K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.03K+ 0.53% |
$195K - $210K
|
196K
$42.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.75K- 1.36% |
$331K - $357K
|
127K
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-634- 3.23% |
$120K - $129K
|
19K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-224- 16.13% |
$42.4K - $45.7K
|
1.17K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
770+ 6.75% |
$146K - $157K
|
12.2K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.33K- 75.06% |
$821K - $884K
|
1.44K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.26K- 0.1% |
$238K - $257K
|
1.3M
$278M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
29+ 116.0% |
$5.49K - $5.92K
|
54
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-610- 5.95% |
$116K - $124K
|
9.64K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.37K+ 7.95% |
$259K - $279K
|
18.6K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.93K+ 29.96% |
$365K - $393K
|
8.36K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.05K- 29.38% |
$1.71M - $1.85M
|
21.8K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-183- 6.92% |
$34.7K - $37.3K
|
2.46K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-66- 3.0% |
$12.5K - $13.5K
|
2.14K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
237+ 0.96% |
$44.9K - $48.4K
|
24.8K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.01KNew |
$191K - $206K
|
1.01K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.5KNew |
$4.83M - $5.2M
|
25.5K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.61K- 20.71% |
$304K - $328K
|
6.15K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.2K+ 13.87% |
$227K - $245K
|
9.86K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-144- 10.13% |
$27.3K - $29.4K
|
1.28K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.9K- 81.25% |
$6.05M - $6.52M
|
7.37K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-638- 21.17% |
$121K - $130K
|
2.38K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
755+ 23.35% |
$143K - $154K
|
3.99K
$855K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42+ 0.84% |
$7.95K - $8.57K
|
5.06K
$1.08M
|
|