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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
80New |
$10.1K - $11.7K
|
80
$15.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
70New |
$8.84K - $10.3K
|
70
$13.6K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10New |
$1.26K - $1.47K
|
10
$1.94K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 5.63% |
$505 - $586
|
75
$14.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1New |
$126 - $147
|
1
$194
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
50New |
$6.33K - $7.57K
|
50
$9.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
29+ 1.57% |
$3.67K - $4.39K
|
1.87K
$364K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.33KNew |
$978K - $1.22M
|
7.33K
$1.43M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
3.68KNew |
$491K - $610K
|
3.68K
$715K
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
2.95K+ 10.82% |
$393K - $489K
|
30.2K
$5.87M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
735New |
$98.1K - $122K
|
735
$143K
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
386New |
$51.5K - $64K
|
386
$75.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
120New |
$16K - $19.9K
|
120
$23.3K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19New |
$2.54K - $3.15K
|
19
$3.69K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.07% |
$1.47K - $1.82K
|
1.04K
$201K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9New |
$1.2K - $1.49K
|
9
$1.75K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$534 - $664
|
4
$778
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
3+ 0.41% |
$400 - $498
|
738
$144K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
3+ 0.41% |
$400 - $498
|
738
$144K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.08% |
$267 - $332
|
2.55K
$496K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$133 - $166
|
55
$10.7K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
62New |
$9.36K - $10.8K
|
62
$12.1K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
249New |
$40.7K - $43.9K
|
249
$48.4K
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
350New |
$57K - $60.6K
|
350
$68.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$163 - $173
|
1
$194
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
152New |
$24K - $25.4K
|
152
$29.6K
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
100New |
$15.8K - $16.7K
|
100
$19.4K
|
|
| 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
$5.65M
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$4.74K - $5.06K
|
32
$6.22K
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
28New |
$2.5K - $3.75K
|
28
$5.44K
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
10KNew |
$1.17M - $1.3M
|
10K
$1.94M
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
BUY
|
- |
300New |
$29.7K - $36.2K
|
300
$58.3K
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
35+ 33.98% |
$3.99K - $4.21K
|
138
$26.8K
|
|