Purchases and Sales Made in Q1 2022 in Ishares Tr Msci Acwi Low Carbo (CRBN)
This table provides information about the institutional ownership of Ishares Tr Msci Acwi Low Carbo (CRBN) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI ACWI LOW CARBO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4+ 2.88% |
$604 - $699
|
143
$28.4K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1- 0.05% |
$151 - $175
|
1.92K
$381K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 0.29% |
$453 - $524
|
1.02K
$203K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9Closed |
$1.36K - $1.57K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wealthsimple Inc.
Toronto, A6 |
SELL
|
- |
-25- 0.51% |
$3.77K - $4.37K
|
4.89K
$971K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-30- 2.18% |
$4.53K - $5.24K
|
1.35K
$268K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-32- 3.95% |
$4.83K - $5.59K
|
779
$155K
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-32- 0.8% |
$4.83K - $5.59K
|
3.95K
$784K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-35Closed |
$5.28K - $6.12K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-39- 2.2% |
$5.88K - $6.82K
|
1.73K
$344K
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-40Closed |
$6.04K - $6.99K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-41- 0.28% |
$6.19K - $7.17K
|
14.5K
$2.88M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-60Closed |
$9.05K - $10.5K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-64Closed |
$9.66K - $11.2K
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-76- 5.64% |
$11.5K - $13.3K
|
1.27K
$252K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-82- 41.41% |
$12.4K - $14.3K
|
116
$23K
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-160- 8.13% |
$24.1K - $28K
|
1.81K
$359K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-170- 10.83% |
$25.7K - $29.7K
|
1.4K
$278K
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-171- 8.35% |
$25.8K - $29.9K
|
1.88K
$373K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-192- 6.84% |
$29K - $33.6K
|
2.61K
$519K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-196Closed |
$29.6K - $34.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-203- 11.26% |
$30.6K - $35.5K
|
1.6K
$318K
|
|
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
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-327- 3.22% |
$49.3K - $57.2K
|
9.81K
$1.95M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-407- 13.76% |
$61.4K - $71.2K
|
2.55K
$507K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-563- 71.09% |
$85K - $98.4K
|
229
$45.5K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-581- 78.73% |
$87.7K - $102K
|
157
$31.2K
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-692- 0.81% |
$104K - $121K
|
84.4K
$16.8M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-790- 2.64% |
$119K - $138K
|
29.1K
$5.78M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-830- 24.67% |
$125K - $145K
|
2.53K
$503K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.17KClosed |
$176K - $204K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.24K- 24.96% |
$187K - $216K
|
3.72K
$738K
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.31KClosed |
$197K - $228K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.36KClosed |
$206K - $238K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.52K- 40.55% |
$229K - $265K
|
2.22K
$441K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.6K- 23.7% |
$241K - $279K
|
5.14K
$1.02M
|
|
May 05, 2022
Q1 2022
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.62KClosed |
$244K - $282K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.86K- 18.29% |
$280K - $325K
|
8.3K
$1.65M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.98KClosed |
$299K - $347K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.41K- 14.7% |
$514K - $596K
|
19.8K
$3.93M
|
|
May 09, 2022
Q1 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-3.65KClosed |
$550K - $637K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.5KClosed |
$680K - $787K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.39KClosed |
$814K - $943K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-5.69K- 74.4% |
$859K - $995K
|
1.96K
$389K
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-11KClosed |
$1.66M - $1.92M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-63.2K- 53.39% |
$9.54M - $11.1M
|
55.2K
$11M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-65.6K- 27.2% |
$9.9M - $11.5M
|
176K
$34.9M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-117K- 65.83% |
$17.7M - $20.5M
|
60.8K
$12.1M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-324K- 79.35% |
$48.9M - $56.7M
|
84.4K
$16.8M
|