Latest Institutional Purchases of Ishares Tr Msci Acwi Low Carbo (CRBN)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Acwi Low Carbo (CRBN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
252+ 19.12% |
$42.7K - $46.3K
|
1.57K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
128+ 9.52% |
$21.7K - $23.5K
|
1.47K
$286K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
110New |
$18.6K - $20.2K
|
110
$21.4K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
107New |
$18.1K - $19.7K
|
107
$20.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
41New |
$6.95K - $7.54K
|
41
$7.97K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
20+ 0.82% |
$3.39K - $3.68K
|
2.46K
$479K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.81% |
$3.05K - $3.31K
|
2.25K
$438K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
17+ 0.83% |
$2.88K - $3.13K
|
2.07K
$402K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$2.2K - $2.39K
|
13
$2.53K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.53% |
$170 - $184
|
191
$37.1K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.3% |
$170 - $184
|
78
$15.2K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.11KNew |
$344K - $380K
|
2.11K
$411K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.39KNew |
$226K - $249K
|
1.39K
$270K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.3KNew |
$211K - $234K
|
1.3K
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.12KNew |
$182K - $201K
|
1.12K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.12KNew |
$182K - $201K
|
1.12K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
480New |
$78K - $86.2K
|
480
$93.3K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
141+ 11.52% |
$22.9K - $25.3K
|
1.37K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 1.69% |
$16.3K - $18K
|
6.03K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$3.25K - $3.59K
|
20
$3.89K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9+ 0.44% |
$1.46K - $1.62K
|
2.08K
$404K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
760New |
$109K - $126K
|
760
$148K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60New |
$8.63K - $9.97K
|
60
$11.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
53+ 17.15% |
$7.62K - $8.81K
|
362
$70.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$1.01K - $1.16K
|
7
$1.36K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
3+ 0.65% |
$431 - $498
|
467
$90.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.68% |
$144 - $166
|
148
$28.8K
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$499K - $539K
|
3.34K
$649K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.75KNew |
$262K - $283K
|
1.75K
$340K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
262New |
$39.2K - $42.3K
|
262
$50.9K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
248+ 90.18% |
$37.1K - $40.1K
|
523
$102K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
74New |
$11.1K - $12K
|
74
$14.4K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5KNew |
$735K - $783K
|
5K
$971K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.33KNew |
$196K - $209K
|
1.33K
$259K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
230+ 109.52% |
$33.9K - $36K
|
440
$85.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
230+ 109.52% |
$33.9K - $36K
|
440
$85.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
140New |
$20.6K - $21.9K
|
140
$27.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 3.7% |
$147 - $157
|
28
$5.44K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
11.5KNew |
$1.59M - $1.74M
|
11.5K
$2.24M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
390+ 6.47% |
$53.9K - $59.1K
|
6.42K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
390+ 6.47% |
$53.9K - $59.1K
|
6.42K
$1.25M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
320+ 19.63% |
$44.3K - $48.5K
|
1.95K
$379K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
56New |
$7.74K - $8.48K
|
56
$10.9K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 542.86% |
$5.26K - $5.76K
|
45
$8.75K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31New |
$4.29K - $4.7K
|
31
$6.03K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
10.5KNew |
$1.33M - $1.54M
|
10.5K
$2.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
727+ 3.79% |
$91.8K - $107K
|
19.9K
$3.87M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
363New |
$45.8K - $53.2K
|
363
$70.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
212New |
$26.8K - $31.1K
|
212
$41.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122New |
$15.4K - $17.9K
|
122
$23.7K
|
|