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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
711+ 43.14% |
$135K - $145K
|
2.36K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2- 0.14% |
$379 - $408
|
1.44K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.4K+ 703.23% |
$2.92M - $3.15M
|
17.6K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-379- 9.93% |
$71.8K - $77.4K
|
3.44K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-542- 1.28% |
$103K - $111K
|
41.9K
$9.01M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42+ 0.84% |
$7.95K - $8.57K
|
5.06K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.88K- 2.59% |
$357K - $384K
|
70.9K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-74- 19.47% |
$14K - $15.1K
|
306
$65.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-203- 4.42% |
$38.4K - $41.4K
|
4.39K
$945K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.86K+ 17.73% |
$352K - $380K
|
12.4K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
160+ 2.33% |
$30.3K - $32.7K
|
7.03K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268+ 1.82% |
$50.8K - $54.7K
|
15K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.14K+ 4.82% |
$216K - $232K
|
24.7K
$5.32M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
24New |
$4.55K - $4.9K
|
24
$5.16K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
73+ 0.57% |
$13.8K - $14.9K
|
12.9K
$2.77M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 15.18% |
$13.3K - $14.3K
|
391
$84.1K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-70- 0.7% |
$13.3K - $14.3K
|
9.96K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.06KNew |
$201K - $217K
|
1.06K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-677- 3.24% |
$128K - $138K
|
20.2K
$4.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18New |
$3.41K - $3.67K
|
18
$3.87K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-74- 4.09% |
$14K - $15.1K
|
1.73K
$373K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
50+ 3.29% |
$9.47K - $10.2K
|
1.57K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
714+ 17.47% |
$135K - $146K
|
4.8K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$2.84K - $3.06K
|
15
$3.23K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
7.5K+ 7.1% |
$1.42M - $1.53M
|
113K
$24.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-106- 2.26% |
$20.1K - $21.6K
|
4.59K
$988K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
88+ 23.72% |
$16.7K - $18K
|
459
$98.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
49New |
$9.28K - $10K
|
49
$10.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-289- 5.45% |
$54.7K - $59K
|
5.01K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
262New |
$49.6K - $53.5K
|
262
$56.4K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.76K+ 112.37% |
$1.11M - $1.17M
|
10.9K
$2.34M
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
3.03KNew |
$584K - $616K
|
3.03K
$652K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
26+ 1.16% |
$5.01K - $5.28K
|
2.28K
$490K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2+ 20.0% |
$385 - $406
|
12
$2.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.59K- 75.4% |
$499K - $525K
|
844
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-140- 0.76% |
$27K - $28.4K
|
18.3K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.06KNew |
$204K - $215K
|
1.06K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.54% |
$1.54K - $1.62K
|
1.48K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
1.17K+ 1.16% |
$226K - $238K
|
102K
$21.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-323- 21.18% |
$62.2K - $65.6K
|
1.2K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23New |
$4.43K - $4.67K
|
23
$4.95K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
663+ 13.74% |
$128K - $135K
|
5.49K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 1.82% |
$385 - $406
|
112
$24.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-871- 14.43% |
$168K - $177K
|
5.16K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$964 - $1.02K
|
5
$1.08K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-149- 10.93% |
$28.7K - $30.3K
|
1.21K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-155- 7.95% |
$29.9K - $31.5K
|
1.8K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 7.69% |
$1.16K - $1.22K
|
72
$15.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-28- 2.43% |
$5.4K - $5.69K
|
1.12K
$242K
|
|