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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
727+ 3.79% |
$91.8K - $107K
|
19.9K
$3.91M
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
10.5KNew |
$1.33M - $1.54M
|
10.5K
$2.06M
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
80New |
$10.1K - $11.7K
|
80
$15.7K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-198- 25.42% |
$25K - $29K
|
581
$114K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
70New |
$8.84K - $10.3K
|
70
$13.8K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-31- 75.61% |
$3.92K - $4.54K
|
10
$1.97K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1New |
$126 - $147
|
1
$197
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
363New |
$45.8K - $53.2K
|
363
$71.3K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
29+ 1.57% |
$3.67K - $4.39K
|
1.87K
$368K
|
|
Nov 08, 2022
Q3 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-3- 0.06% |
$380 - $454
|
4.77K
$937K
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
50New |
$6.33K - $7.57K
|
50
$9.83K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19New |
$2.54K - $3.15K
|
19
$3.73K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-574- 57.98% |
$76.6K - $95.2K
|
416
$81.8K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.09KClosed |
$947K - $1.18M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$534 - $664
|
4
$786
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.33KNew |
$978K - $1.22M
|
7.33K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Capricorn Investment Group LLC
|
SELL
|
- |
-515K- 98.78% |
$68.8M - $85.5M
|
6.37K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.34KClosed |
$313K - $389K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.27KClosed |
$170K - $211K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-695Closed |
$92.7K - $115K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
735New |
$98.1K - $122K
|
735
$144K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9New |
$1.2K - $1.49K
|
9
$1.77K
|
|
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
$502K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.96KClosed |
$261K - $325K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
3.68KNew |
$491K - $610K
|
3.68K
$723K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.07% |
$1.47K - $1.82K
|
1.04K
$203K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13- 0.5% |
$1.73K - $2.16K
|
2.6K
$511K
|
|
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
$75.9K
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
3+ 0.41% |
$400 - $498
|
738
$145K
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
3+ 0.41% |
$400 - $498
|
738
$145K
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
2.95K+ 10.82% |
$393K - $489K
|
30.2K
$5.93M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$133 - $166
|
55
$10.8K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-368Closed |
$49.1K - $61.1K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-356- 13.56% |
$47.5K - $59.1K
|
2.27K
$446K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
120New |
$16K - $19.9K
|
120
$23.6K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.68K- 17.07% |
$223K - $278K
|
8.14K
$1.6M
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-265Closed |
$40K - $46.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-300Closed |
$45.3K - $52.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.31KClosed |
$197K - $228K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-40Closed |
$6.04K - $6.99K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
62New |
$9.36K - $10.8K
|
62
$12.2K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-82- 41.41% |
$12.4K - $14.3K
|
116
$22.8K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-11KClosed |
$1.66M - $1.92M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-3.65KClosed |
$550K - $637K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-35Closed |
$5.28K - $6.12K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.62KClosed |
$244K - $282K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.39KClosed |
$814K - $943K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.98KClosed |
$299K - $347K
|
0
$0
|