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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
217+ 5.6% |
$38K - $42.6K
|
4.09K
$807K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-87- 48.88% |
$15.2K - $17.1K
|
91
$18K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-19- 19.39% |
$3.33K - $3.73K
|
79
$15.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.08KNew |
$188K - $211K
|
1.08K
$212K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
70New |
$12.3K - $13.7K
|
70
$13.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54- 3.86% |
$9.45K - $10.6K
|
1.34K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35+ 1.65% |
$6.13K - $6.87K
|
2.16K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-637- 12.26% |
$112K - $125K
|
4.56K
$900K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-7.07K- 6.61% |
$1.24M - $1.39M
|
99.8K
$19.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-503- 20.37% |
$88.1K - $98.8K
|
1.97K
$388K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
117+ 8.31% |
$20.5K - $23K
|
1.53K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.82K+ 73.05% |
$318K - $357K
|
4.3K
$849K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19+ 3.3% |
$3.33K - $3.73K
|
595
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-85- 0.88% |
$14.9K - $16.7K
|
9.59K
$1.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
159New |
$27.8K - $31.2K
|
159
$31.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-238- 3.86% |
$41.7K - $46.7K
|
5.92K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-25- 7.76% |
$4.38K - $4.91K
|
297
$58.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
78+ 3.25% |
$13.7K - $15.3K
|
2.48K
$489K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$525 - $589
|
3.96K
$781K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-15- 0.08% |
$2.63K - $2.95K
|
17.9K
$3.53M
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
107New |
$18.1K - $19.7K
|
107
$21.1K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
406New |
$68.8K - $74.6K
|
406
$80.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-137- 2.19% |
$23.2K - $25.2K
|
6.12K
$1.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.19K- 48.18% |
$541K - $587K
|
3.43K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
810+ 0.81% |
$137K - $149K
|
101K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.26KNew |
$213K - $231K
|
1.26K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
630New |
$107K - $116K
|
630
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
128+ 9.52% |
$21.7K - $23.5K
|
1.47K
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-19- 3.14% |
$3.22K - $3.49K
|
586
$116K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.81% |
$3.05K - $3.31K
|
2.25K
$444K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$2.2K - $2.39K
|
13
$2.57K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
820+ 22.15% |
$139K - $151K
|
4.52K
$892K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-80- 0.82% |
$13.6K - $14.7K
|
9.68K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
41New |
$6.95K - $7.54K
|
41
$8.09K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-528- 24.26% |
$89.5K - $97.1K
|
1.65K
$325K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
835+ 668.0% |
$142K - $154K
|
960
$189K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
17+ 0.83% |
$2.88K - $3.13K
|
2.07K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
110New |
$18.6K - $20.2K
|
110
$21.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
252+ 19.12% |
$42.7K - $46.3K
|
1.57K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.53% |
$170 - $184
|
191
$37.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
10.9KNew |
$1.85M - $2M
|
10.9K
$2.15M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.3% |
$170 - $184
|
78
$15.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.11KNew |
$188K - $204K
|
1.11K
$219K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
320+ 5.07% |
$54.2K - $58.8K
|
6.64K
$1.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-27- 0.35% |
$4.58K - $4.96K
|
7.76K
$1.53M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20+ 0.82% |
$3.39K - $3.68K
|
2.46K
$486K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-31- 2.74% |
$5.26K - $5.7K
|
1.1K
$217K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.3KNew |
$211K - $234K
|
1.3K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 1.69% |
$16.3K - $18K
|
6.03K
$1.19M
|
|