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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-388- 16.45% |
$66K - $82.2K
|
1.97K
$450K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.89% |
$170 - $212
|
113
$25.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$250K - $311K
|
1.47K
$335K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
6New |
$1.02K - $1.27K
|
6
$1.37K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
65New |
$11.1K - $13.8K
|
65
$14.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
57+ 3.63% |
$9.7K - $12.1K
|
1.63K
$372K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
19+ 0.83% |
$3.23K - $4.02K
|
2.3K
$525K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
100New |
$17K - $21.2K
|
100
$22.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
225New |
$38.3K - $47.7K
|
225
$51.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
400New |
$68.1K - $84.7K
|
400
$91.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.85KNew |
$485K - $603K
|
2.85K
$651K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-5- 41.67% |
$851 - $1.06K
|
7
$1.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 41.67% |
$1.7K - $2.12K
|
14
$3.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-49- 1.25% |
$8.34K - $10.4K
|
3.87K
$884K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-43- 9.95% |
$7.32K - $9.11K
|
389
$88.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
335+ 92.8% |
$57K - $71K
|
696
$159K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7+ 0.36% |
$1.19K - $1.48K
|
1.94K
$443K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-234- 19.63% |
$39.8K - $49.6K
|
958
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-161- 13.43% |
$27.4K - $34.1K
|
1.04K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11- 6.47% |
$1.87K - $2.33K
|
159
$36.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-104- 5.82% |
$17.7K - $22K
|
1.68K
$384K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.02KNew |
$174K - $216K
|
1.02K
$233K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8+ 9.64% |
$1.52K - $1.63K
|
91
$20.8K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.33K- 75.06% |
$821K - $884K
|
1.44K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 15.18% |
$13.3K - $14.3K
|
391
$89.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18New |
$3.41K - $3.67K
|
18
$4.11K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$2.84K - $3.06K
|
15
$3.43K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
49New |
$9.28K - $10K
|
49
$11.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
262New |
$49.6K - $53.5K
|
262
$59.9K
|
|
| Q4 2024 | |||||||
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
238New |
$45.9K - $48.3K
|
238
$54.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-871- 14.43% |
$168K - $177K
|
5.16K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$964 - $1.02K
|
5
$1.14K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-149- 10.93% |
$28.7K - $30.3K
|
1.21K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-155- 7.95% |
$29.9K - $31.5K
|
1.8K
$410K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 7.69% |
$1.16K - $1.22K
|
72
$16.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63- 4.81% |
$12.1K - $12.8K
|
1.25K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-28- 2.43% |
$5.4K - $5.69K
|
1.12K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
54New |
$10.4K - $11K
|
54
$12.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 3.57% |
$193 - $203
|
29
$6.63K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.19KNew |
$229K - $241K
|
1.19K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
28+ 1.14% |
$5.4K - $5.69K
|
2.49K
$569K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.02K- 22.22% |
$178K - $200K
|
3.57K
$815K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14K- 95.78% |
$2.45M - $2.75M
|
617
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.7KNew |
$298K - $334K
|
1.7K
$388K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-54- 4.61% |
$9.45K - $10.6K
|
1.12K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.86KNew |
$501K - $562K
|
2.86K
$654K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.08KNew |
$188K - $211K
|
1.08K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54- 3.86% |
$9.45K - $10.6K
|
1.34K
$307K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35+ 1.65% |
$6.13K - $6.87K
|
2.16K
$492K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
159New |
$27.8K - $31.2K
|
159
$36.3K
|
|