Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
258KNew |
$40.8M - $43.1M
|
258K
$48.4M
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
164K+ 31.06% |
$25.9M - $27.4M
|
692K
$130M
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
43.3K+ 93.78% |
$6.83M - $7.22M
|
89.4K
$16.7M
|
|
Aug 13, 2021
Q2 2021
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
36.9K+ 12.13% |
$5.83M - $6.16M
|
341K
$63.9M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.7KNew |
$2.16M - $2.28M
|
13.7K
$2.56M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.7K+ 105.21% |
$2.01M - $2.12M
|
24.8K
$4.65M
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8.96K+ 16898.11% |
$1.41M - $1.49M
|
9.01K
$1.69M
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
7.73KNew |
$1.22M - $1.29M
|
7.73K
$1.45M
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
4.98K+ 55.11% |
$787K - $831K
|
14K
$2.63M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.91K+ 20.69% |
$776K - $819K
|
28.6K
$5.36M
|
|
Aug 03, 2021
Q2 2021
|
Highland Private Wealth Management
|
BUY
|
- |
4.78KNew |
$755K - $798K
|
4.78K
$895K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
4.13K+ 18.03% |
$652K - $689K
|
27K
$5.06M
|
|
Aug 10, 2021
Q2 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.07KNew |
$643K - $679K
|
4.07K
$761K
|
|
Jul 28, 2021
Q2 2021
|
Exane Derivatives
|
BUY
|
- |
3.69K+ 441.68% |
$583K - $615K
|
4.52K
$847K
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
3.67KNew |
$580K - $613K
|
3.67K
$688K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.5K+ 37.7% |
$553K - $584K
|
12.8K
$2.39M
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.4K+ 38.58% |
$537K - $567K
|
12.2K
$2.29M
|
|
Jul 23, 2021
Q2 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.28KNew |
$518K - $548K
|
3.28K
$614K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.61KNew |
$412K - $435K
|
2.61K
$488K
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.26K+ 11.32% |
$357K - $377K
|
22.2K
$4.16M
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.91KNew |
$301K - $318K
|
1.91K
$357K
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.81KNew |
$286K - $302K
|
1.81K
$339K
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.31KNew |
$206K - $218K
|
1.31K
$245K
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1.28KNew |
$202K - $214K
|
1.28K
$240K
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
902+ 3.4% |
$142K - $150K
|
27.4K
$5.14M
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
895New |
$141K - $149K
|
895
$168K
|
|
Jul 14, 2021
Q2 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
864+ 8.05% |
$136K - $144K
|
11.6K
$2.17M
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
858+ 4.35% |
$136K - $143K
|
20.6K
$3.86M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
758+ 14.27% |
$120K - $126K
|
6.07K
$1.14M
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
606+ 10.68% |
$95.7K - $101K
|
6.28K
$1.18M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
582+ 31.75% |
$91.9K - $97.1K
|
2.42K
$452K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
534+ 9.0% |
$84.3K - $89.1K
|
6.47K
$1.21M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
500+ 14.47% |
$79K - $83.4K
|
3.96K
$740K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
493+ 1202.44% |
$77.9K - $82.3K
|
534
$100K
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
430+ 45.07% |
$67.9K - $71.7K
|
1.38K
$259K
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
424+ 4.64% |
$67K - $70.7K
|
9.56K
$1.79M
|
|
Aug 05, 2021
Q2 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
410+ 7.51% |
$64.8K - $68.4K
|
5.87K
$1.1M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
377+ 1.88% |
$59.5K - $62.9K
|
20.4K
$3.83M
|
|
Aug 03, 2021
Q2 2021
|
Patten Group, Inc.
|
BUY
|
- |
370+ 11.2% |
$58.4K - $61.7K
|
3.67K
$688K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
307+ 5.72% |
$48.5K - $51.2K
|
5.68K
$1.06M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
227+ 7.99% |
$35.9K - $37.9K
|
3.07K
$574K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
152New |
$24K - $25.4K
|
152
$28.5K
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
140+ 9.47% |
$22.1K - $23.4K
|
1.62K
$303K
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
100New |
$15.8K - $16.7K
|
100
$18.7K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
59+ 100.0% |
$9.32K - $9.84K
|
118
$22.1K
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
35+ 20.0% |
$5.53K - $5.84K
|
210
$39.3K
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
BUY
|
- |
35New |
$5.53K - $5.84K
|
35
$6.55K
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35+ 20.0% |
$5.53K - $5.84K
|
210
$39.3K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
25+ 2.91% |
$3.95K - $4.17K
|
885
$166K
|
|
Aug 11, 2021
Q2 2021
|
Crewe Advisors LLC
|
BUY
|
- |
15+ 125.0% |
$2.37K - $2.5K
|
27
$5.05K
|