Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
119K+ 1056.56% |
$16.4M - $18M
|
130K
$24.3M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
16K+ 25.17% |
$2.21M - $2.42M
|
79.4K
$14.9M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
11.5KNew |
$1.59M - $1.74M
|
11.5K
$2.15M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
11.4K+ 146.32% |
$1.57M - $1.72M
|
19.1K
$3.58M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7K+ 44.42% |
$1.48M - $1.62M
|
34.7K
$6.5M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
9.51K+ 0.79% |
$1.31M - $1.44M
|
1.21M
$227M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.54K+ 10.59% |
$352K - $385K
|
26.5K
$4.97M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.43K+ 76.93% |
$198K - $217K
|
3.3K
$617K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.38KNew |
$191K - $209K
|
1.38K
$259K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
991+ 4.5% |
$137K - $150K
|
23K
$4.3M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
752+ 4.52% |
$104K - $114K
|
17.4K
$3.26M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
487+ 8.45% |
$67.4K - $73.8K
|
6.25K
$1.17M
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
390+ 6.47% |
$53.9K - $59.1K
|
6.42K
$1.2M
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
390+ 6.47% |
$53.9K - $59.1K
|
6.42K
$1.2M
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
320+ 19.63% |
$44.3K - $48.5K
|
1.95K
$365K
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 5.72% |
$41.5K - $45.4K
|
5.55K
$1.04M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
297+ 2.18% |
$41.1K - $45K
|
13.9K
$2.61M
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
211+ 1.53% |
$29.2K - $32K
|
14K
$2.63M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
169+ 8.47% |
$23.4K - $25.6K
|
2.17K
$405K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
127+ 6.48% |
$17.6K - $19.2K
|
2.09K
$390K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
76+ 0.83% |
$10.5K - $11.5K
|
9.26K
$1.73M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
75+ 4.99% |
$10.4K - $11.4K
|
1.58K
$295K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67+ 3.39% |
$9.27K - $10.1K
|
2.04K
$382K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58+ 3.09% |
$8.02K - $8.79K
|
1.94K
$362K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
56New |
$7.74K - $8.48K
|
56
$10.5K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 1.05% |
$6.92K - $7.57K
|
4.81K
$901K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 542.86% |
$5.26K - $5.76K
|
45
$8.42K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31New |
$4.29K - $4.7K
|
31
$5.8K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31New |
$4.29K - $4.7K
|
31
$5.8K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20+ 1.31% |
$2.77K - $3.03K
|
1.55K
$289K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 3.77% |
$2.35K - $2.58K
|
468
$87.6K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16New |
$2.21K - $2.42K
|
16
$2.99K
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
10+ 0.64% |
$1.38K - $1.51K
|
1.57K
$294K
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
6+ 0.27% |
$830 - $909
|
2.27K
$425K
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2+ 1.9% |
$277 - $303
|
107
$20K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6- 0.39% |
$830 - $909
|
1.53K
$285K
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-10- 6.54% |
$1.38K - $1.51K
|
143
$26.8K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-12- 0.37% |
$1.66K - $1.82K
|
3.24K
$606K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20- 1.29% |
$2.77K - $3.03K
|
1.53K
$285K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-38- 84.44% |
$5.26K - $5.76K
|
7
$1.31K
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-40- 2.1% |
$5.53K - $6.06K
|
1.86K
$348K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-45- 3.2% |
$6.22K - $6.82K
|
1.36K
$255K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65- 3.47% |
$8.99K - $9.85K
|
1.81K
$338K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-75- 63.03% |
$10.4K - $11.4K
|
44
$8.23K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-90- 5.29% |
$12.4K - $13.6K
|
1.61K
$301K
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-135- 1.76% |
$18.7K - $20.5K
|
7.53K
$1.41M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-141- 13.4% |
$19.5K - $21.4K
|
911
$170K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-146- 0.89% |
$20.2K - $22.1K
|
16.2K
$3.04M
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-149- 9.78% |
$20.6K - $22.6K
|
1.37K
$257K
|