Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.8KNew |
$4.19M - $4.63M
|
25.8K
$5.12M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
18.3K+ 1.47% |
$2.97M - $3.28M
|
1.26M
$250M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
11.3K+ 12.99% |
$1.83M - $2.03M
|
98.1K
$19.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.05K+ 2.07% |
$659K - $728K
|
200K
$39.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.05K+ 2.07% |
$659K - $728K
|
200K
$39.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.59K+ 35.43% |
$583K - $644K
|
13.7K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.11KNew |
$344K - $380K
|
2.11K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.59K+ 1.3% |
$258K - $285K
|
124K
$24.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.39KNew |
$226K - $249K
|
1.39K
$276K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.32KNew |
$214K - $237K
|
1.32K
$262K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.3KNew |
$211K - $234K
|
1.3K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.18KNew |
$192K - $212K
|
1.18K
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.12KNew |
$182K - $201K
|
1.12K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.12KNew |
$182K - $201K
|
1.12K
$222K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.07K+ 10.32% |
$173K - $191K
|
11.4K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
763+ 6.2% |
$124K - $137K
|
13.1K
$2.6M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
688+ 53.75% |
$112K - $124K
|
1.97K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
669+ 32.29% |
$109K - $120K
|
2.74K
$544K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
565+ 4.1% |
$91.9K - $101K
|
14.3K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
552+ 1.85% |
$89.8K - $99.2K
|
30.4K
$6.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
523+ 5.03% |
$85K - $93.9K
|
10.9K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
514+ 5.43% |
$83.6K - $92.3K
|
9.98K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
480New |
$78K - $86.2K
|
480
$95.3K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
420+ 6.76% |
$68.3K - $75.4K
|
6.64K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
365+ 127.18% |
$59.3K - $65.6K
|
652
$129K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
314+ 2.46% |
$51.1K - $56.4K
|
13.1K
$2.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
287+ 3.09% |
$46.7K - $51.6K
|
9.57K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
217+ 10.42% |
$35.3K - $39K
|
2.3K
$457K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
191+ 5.38% |
$31.1K - $34.3K
|
3.74K
$743K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163+ 1.16% |
$26.5K - $29.3K
|
14.2K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141+ 11.41% |
$22.9K - $25.3K
|
1.38K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
141+ 5.65% |
$22.9K - $25.3K
|
2.64K
$524K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
141+ 2.31% |
$22.9K - $25.3K
|
6.26K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
141+ 11.52% |
$22.9K - $25.3K
|
1.37K
$271K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
125+ 5.95% |
$20.3K - $22.5K
|
2.23K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 1.69% |
$16.3K - $18K
|
6.03K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
67+ 2.66% |
$10.9K - $12K
|
2.58K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
60New |
$9.76K - $10.8K
|
60
$11.9K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$3.25K - $3.59K
|
20
$3.97K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
20+ 0.32% |
$3.25K - $3.59K
|
6.32K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 2.88% |
$2.6K - $2.87K
|
572
$114K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9+ 0.44% |
$1.46K - $1.62K
|
2.08K
$412K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
8+ 0.34% |
$1.3K - $1.44K
|
2.38K
$473K
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
7+ 0.45% |
$1.14K - $1.26K
|
1.57K
$312K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.37% |
$813 - $898
|
1.34K
$267K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-1- 0.93% |
$163 - $180
|
106
$21.1K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-3- 15.0% |
$488 - $539
|
17
$3.38K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-3- 0.06% |
$488 - $539
|
4.79K
$950K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 1.32% |
$650 - $718
|
299
$59.4K
|