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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.75KNew |
$262K - $283K
|
1.75K
$375K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-814- 25.07% |
$122K - $132K
|
2.43K
$521K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$499K - $539K
|
3.34K
$715K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12- 20.34% |
$1.79K - $1.94K
|
47
$10.1K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
230+ 109.52% |
$33.9K - $36K
|
440
$94.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-34- 77.27% |
$5K - $5.33K
|
10
$2.14K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-743- 80.5% |
$109K - $116K
|
180
$38.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.33KNew |
$196K - $209K
|
1.33K
$286K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
140New |
$20.6K - $21.9K
|
140
$30K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
230+ 109.52% |
$33.9K - $36K
|
440
$94.3K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
390+ 6.47% |
$53.9K - $59.1K
|
6.42K
$1.37M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 542.86% |
$5.26K - $5.76K
|
45
$9.64K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
390+ 6.47% |
$53.9K - $59.1K
|
6.42K
$1.37M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
11.5KNew |
$1.59M - $1.74M
|
11.5K
$2.47M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
56New |
$7.74K - $8.48K
|
56
$12K
|
|
| Q4 2022 | |||||||
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
184New |
$23.2K - $27K
|
184
$39.4K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10New |
$1.26K - $1.47K
|
10
$2.14K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-105Closed |
$13.3K - $15.4K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 5.63% |
$505 - $586
|
75
$16.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
212New |
$26.8K - $31.1K
|
212
$45.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122New |
$15.4K - $17.9K
|
122
$26.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
727+ 3.79% |
$91.8K - $107K
|
19.9K
$4.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
10.5KNew |
$1.33M - $1.54M
|
10.5K
$2.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
80New |
$10.1K - $11.7K
|
80
$17.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-198- 25.42% |
$25K - $29K
|
581
$125K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
70New |
$8.84K - $10.3K
|
70
$15K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1New |
$126 - $147
|
1
$214
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-31- 75.61% |
$3.92K - $4.54K
|
10
$2.14K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
363New |
$45.8K - $53.2K
|
363
$77.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
29+ 1.57% |
$3.67K - $4.39K
|
1.87K
$401K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.06% |
$380 - $454
|
4.77K
$1.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
50New |
$6.33K - $7.57K
|
50
$10.7K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.09KClosed |
$947K - $1.18M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-574- 57.98% |
$76.6K - $95.2K
|
416
$89.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Capricorn Investment Group LLC
|
SELL
|
- |
-515K- 98.78% |
$68.8M - $85.5M
|
6.37K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$534 - $664
|
4
$857
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.33KNew |
$978K - $1.22M
|
7.33K
$1.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.27KClosed |
$170K - $211K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.34KClosed |
$313K - $389K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
735New |
$98.1K - $122K
|
735
$158K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-695Closed |
$92.7K - $115K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9New |
$1.2K - $1.49K
|
9
$1.93K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-3.68KClosed |
$491K - $610K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.08% |
$267 - $332
|
2.55K
$547K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.96KClosed |
$261K - $325K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.07% |
$1.47K - $1.82K
|
1.04K
$222K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13- 0.5% |
$1.73K - $2.16K
|
2.6K
$557K
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
SELL
|
- |
-14.6KClosed |
$1.94M - $2.42M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
386New |
$51.5K - $64K
|
386
$82.7K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
3+ 0.41% |
$400 - $498
|
738
$158K
|
|