Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
25.5KNew |
$4.83M - $5.2M
|
25.5K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.4K+ 703.23% |
$2.92M - $3.15M
|
17.6K
$3.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
7.5K+ 7.1% |
$1.42M - $1.53M
|
113K
$22.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48K+ 143.39% |
$470K - $507K
|
4.21K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.93K+ 29.96% |
$365K - $393K
|
8.36K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.86K+ 17.73% |
$352K - $380K
|
12.4K
$2.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.79KNew |
$338K - $365K
|
1.79K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.37K+ 7.95% |
$259K - $279K
|
18.6K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.2K+ 13.87% |
$227K - $245K
|
9.86K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.14K+ 4.82% |
$216K - $232K
|
24.7K
$4.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.06KNew |
$201K - $217K
|
1.06K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.03K+ 0.53% |
$195K - $210K
|
196K
$39.6M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.01KNew |
$191K - $206K
|
1.01K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
770+ 6.75% |
$146K - $157K
|
12.2K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
755+ 23.35% |
$143K - $154K
|
3.99K
$805K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
714+ 17.47% |
$135K - $146K
|
4.8K
$969K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
711+ 43.14% |
$135K - $145K
|
2.36K
$476K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
300+ 21.4% |
$56.8K - $61.2K
|
1.7K
$343K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
279+ 5.59% |
$52.8K - $56.9K
|
5.27K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268+ 1.82% |
$50.8K - $54.7K
|
15K
$3.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
262New |
$49.6K - $53.5K
|
262
$52.8K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
237+ 0.96% |
$44.9K - $48.4K
|
24.8K
$5.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
221+ 157.86% |
$41.9K - $45.1K
|
361
$72.8K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
160+ 2.33% |
$30.3K - $32.7K
|
7.03K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
88+ 23.72% |
$16.7K - $18K
|
459
$92.6K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
73+ 0.57% |
$13.8K - $14.9K
|
12.9K
$2.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
67+ 0.27% |
$12.7K - $13.7K
|
24.9K
$5.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 8.2% |
$9.47K - $10.2K
|
660
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
50+ 3.29% |
$9.47K - $10.2K
|
1.57K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
49New |
$9.28K - $10K
|
49
$9.88K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42+ 0.84% |
$7.95K - $8.57K
|
5.06K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
38+ 1.0% |
$7.2K - $7.76K
|
3.85K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
29+ 116.0% |
$5.49K - $5.92K
|
54
$10.9K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
24New |
$4.55K - $4.9K
|
24
$4.84K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20+ 1.71% |
$3.79K - $4.08K
|
1.19K
$240K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18New |
$3.41K - $3.67K
|
18
$3.63K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$2.84K - $3.06K
|
15
$3.03K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2- 0.14% |
$379 - $408
|
1.44K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-41- 57.75% |
$7.76K - $8.37K
|
30
$6.05K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-66- 3.0% |
$12.5K - $13.5K
|
2.14K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-70- 0.7% |
$13.3K - $14.3K
|
9.96K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-70- 15.18% |
$13.3K - $14.3K
|
391
$78.9K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-74- 19.47% |
$14K - $15.1K
|
306
$61.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-74- 4.09% |
$14K - $15.1K
|
1.73K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-106- 2.26% |
$20.1K - $21.6K
|
4.59K
$926K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-133- 6.85% |
$25.2K - $27.1K
|
1.81K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-144- 10.13% |
$27.3K - $29.4K
|
1.28K
$258K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-156- 10.23% |
$29.5K - $31.8K
|
1.37K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-183- 6.92% |
$34.7K - $37.3K
|
2.46K
$496K
|