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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.68K- 17.07% |
$223K - $278K
|
8.14K
$1.57M
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.31KClosed |
$197K - $228K
|
0
$0
|
|
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 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
$12K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-82- 41.41% |
$12.4K - $14.3K
|
116
$22.4K
|
|
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
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-64Closed |
$9.66K - $11.2K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-60Closed |
$9.05K - $10.5K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.17KClosed |
$176K - $204K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.73KClosed |
$282K - $304K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
249New |
$40.7K - $43.9K
|
249
$48.1K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-64Closed |
$10.5K - $11.3K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-376Closed |
$61.5K - $66.3K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-100Closed |
$16.3K - $17.6K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-755Closed |
$123K - $133K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
350New |
$57K - $60.6K
|
350
$67.6K
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.67KClosed |
$599K - $636K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-53Closed |
$8.64K - $9.18K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$163 - $173
|
1
$193
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-117Closed |
$19.1K - $20.3K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-600Closed |
$94.8K - $100K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
152New |
$24K - $25.4K
|
152
$29.3K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-135Closed |
$21.3K - $22.5K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
100New |
$15.8K - $16.7K
|
100
$19.3K
|
|
Q1 2021 | |||||||
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25.2K+ 663.64% |
$3.74M - $3.99M
|
29K
$5.61M
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$4.74K - $5.06K
|
32
$6.18K
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-25Closed |
$3.71K - $3.95K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-53Closed |
$7.86K - $8.38K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-1.5KClosed |
$223K - $238K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-413Closed |
$52.8K - $61.6K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-93Closed |
$11.3K - $12.8K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-490Closed |
$59.5K - $67.6K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Spinnaker Trust
|
SELL
|
- |
-4.14KClosed |
$502K - $570K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.42KClosed |
$415K - $471K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-298Closed |
$29.1K - $37.8K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 99.8% |
$48.9K - $63.4K
|
1
$193
|
|
Jul 13, 2020
Q2 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-438Closed |
$42.8K - $55.5K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Rock Creek Group, LP
|
SELL
|
- |
-16.9KClosed |
$1.51M - $2.25M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-824Closed |
$73.7K - $110K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
28New |
$2.5K - $3.75K
|
28
$5.41K
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-80Closed |
$7.16K - $10.7K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-11Closed |
$984 - $1.47K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Baldwin Brothers LLC
|
SELL
|
- |
-260Closed |
$23.3K - $34.8K
|
0
$0
|