Purchases and Sales Made in Q2 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 Q2 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
Aug 15, 2022 Q2 2022	Morgan Stanley New York, NY	BUY	-	324K + 384.23%	$43.3M - $53.8M	409K $81.2M
Oct 27, 2022 Q2 2022	Morgan Stanley New York, NY	BUY	-	324K + 384.23%	$43.3M - $53.8M	409K $81.2M
Aug 15, 2022 Q2 2022	Goldman Sachs Group Inc New York, NY	BUY	-	228K + 1924.59%	$30.5M - $37.9M	240K $47.7M
May 14, 2024 Q2 2022	Goldman Sachs Group Inc New York, NY	BUY	-	225K + 1459.54%	$30M - $37.3M	240K $47.7M
Aug 10, 2022 Q2 2022	Betterment LLC New York, NY	BUY	-	53.4K + 5.02%	$7.12M - $8.85M	1.12M $221M
Aug 10, 2022 Q2 2022	Ubs Group Ag	BUY	-	11.3K + 18.39%	$1.51M - $1.88M	72.9K $14.5M
Aug 15, 2022 Q2 2022	Veritable, L.P. Newtown Square, PA	BUY	-	7.33K New	$978K - $1.22M	7.33K $1.46M
Aug 11, 2022 Q2 2022	Jpmorgan Chase & CO New York, NY	BUY	-	5.42K + 9.83%	$724K - $900K	60.6K $12M
Aug 02, 2022 Q2 2022	First Horizon Advisors, Inc.	BUY	-	4.64K New	$618K - $769K	4.64K $921K
Aug 02, 2022 Q2 2022	Cx Institutional	BUY	-	3.68K New	$491K - $610K	3.68K $730K
Jul 25, 2022 Q2 2022	Aspiriant, LLC	BUY	-	3.58K + 7.29%	$478K - $594K	52.7K $10.5M
Jul 19, 2022 Q2 2022	Commonwealth Equity Services, LLC	BUY	-	3.51K + 94.3%	$468K - $582K	7.22K $1.43M
Aug 15, 2022 Q2 2022	Investure, LLC Charlottesville, VA	BUY	-	3.45K + 0.95%	$460K - $572K	366K $72.7M
Jul 19, 2022 Q2 2022	Northland Capital Management LLC	BUY	-	2.95K + 10.82%	$393K - $489K	30.2K $5.99M
Jul 22, 2022 Q2 2022	Aaron Wealth Advisors LLC	BUY	-	2.6K New	$347K - $432K	2.6K $517K
Aug 05, 2022 Q2 2022	Old Mission Capital LLC	BUY	-	2.02K New	$269K - $334K	2.02K $400K
Jul 19, 2022 Q2 2022	Cardinal Point Wealth Management Partners, LLC	BUY	-	1.85K New	$246K - $306K	1.85K $366K
Aug 10, 2022 Q2 2022	Lee Financial CO Dallas, TX	BUY	-	1.65K + 110.44%	$220K - $274K	3.14K $624K
Aug 03, 2022 Q2 2022	Envestnet Asset Management Inc	BUY	-	1.55K + 5.27%	$207K - $258K	31K $6.16M
Jul 11, 2022 Q2 2022	Stonehearth Capital Management, LLC	BUY	-	1.43K + 11.41%	$190K - $236K	13.9K $2.76M
Jul 15, 2022 Q2 2022	Miracle Mile Advisors, LLC	BUY	-	1.29K + 8.24%	$172K - $214K	16.9K $3.36M
Aug 15, 2022 Q2 2022	Ameriprise Financial Inc Minneapolis, MN	BUY	-	1.2K + 6.04%	$159K - $198K	21K $4.17M
Aug 12, 2022 Q2 2022	Clearstead Advisors, LLC Cleveland, OH	BUY	-	873 + 34.45%	$116K - $145K	3.41K $677K
Jul 29, 2022 Q2 2022	Albion Financial Group	BUY	-	853 + 5.87%	$114K - $142K	15.4K $3.05M
Aug 11, 2022 Q2 2022	Choate Investment Advisors Boston, MA	BUY	-	735 New	$98.1K - $122K	735 $146K
Jul 19, 2022 Q2 2022	Long Run Wealth Advisors, LLC	BUY	-	481 + 7.91%	$64.2K - $79.8K	6.56K $1.3M
Aug 10, 2022 Q2 2022	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	414 + 2.96%	$55.2K - $68.7K	14.4K $2.86M
Jul 22, 2022 Q2 2022	Arjuna Capital	BUY	-	386 New	$51.5K - $64K	386 $76.7K
Aug 12, 2022 Q2 2022	Wells Fargo & Company San Francisco, CA	BUY	-	356 + 5.97%	$47.5K - $59.1K	6.32K $1.26M
Aug 04, 2022 Q2 2022	Northwestern Mutual Wealth Management CO	BUY	-	304 + 26.81%	$40.6K - $50.4K	1.44K $286K
Aug 16, 2024 Q2 2022	Td Private Client Wealth LLC New York, NY	BUY	-	193 + 10.42%	$25.8K - $32K	2.05K $406K
Jul 20, 2022 Q2 2022	Wealthfront Advisers LLC	BUY	-	189 + 2.37%	$25.2K - $31.4K	8.15K $1.62M
Aug 15, 2022 Q2 2022	Atria Wealth Solutions, Inc. New York, NY	BUY	-	186 + 13.74%	$24.8K - $30.9K	1.54K $306K
Aug 12, 2022 Q2 2022	Rockefeller Capital Management L.P. New York, NY	BUY	-	160 + 69.87%	$21.3K - $26.5K	389 $77.3K
Jul 28, 2022 Q2 2022	Cwm, LLC	BUY	-	151 + 41.03%	$20.1K - $25.1K	519 $103K
Aug 16, 2022 Q2 2022	First Republic Investment Management, Inc. San Francisco, CA	BUY	-	151 + 0.52%	$20.1K - $25.1K	29.2K $5.81M
Jul 13, 2022 Q2 2022	Acg Wealth	BUY	-	120 New	$16K - $19.9K	120 $23.8K
Aug 12, 2022 Q2 2022	Global Endowment Management, LP Charlotte, NC	BUY	-	112 + 6.47%	$14.9K - $18.6K	1.84K $366K
Jul 21, 2022 Q2 2022	Investors Research Corp	BUY	-	110 + 135.8%	$14.7K - $18.2K	191 $37.9K
Aug 12, 2022 Q2 2022	Black Rock Inc. New York, NY	BUY	-	103 + 5.05%	$13.7K - $17.1K	2.14K $425K
Jul 13, 2022 Q2 2022	Cambridge Investment Research Advisors, Inc.	BUY	-	71 + 2.18%	$9.47K - $11.8K	3.32K $660K
Aug 12, 2022 Q2 2022	Raymond James & Associates St Petersburg, FL	BUY	-	69 + 1.93%	$9.21K - $11.4K	3.64K $722K
Aug 15, 2022 Q2 2022	Creative Planning Overland Park, KS	BUY	-	68 + 1.18%	$9.07K - $11.3K	5.85K $1.16M
Aug 12, 2022 Q2 2022	Benjamin F. Edwards & Company, Inc. St. Louis, MO	BUY	-	41 + 5.3%	$5.47K - $6.8K	814 $162K
Jul 20, 2022 Q2 2022	Wolf Group Capital Advisors	BUY	-	22 + 0.99%	$2.94K - $3.65K	2.24K $445K
Jul 07, 2022 Q2 2022	Advisor Net Financial, Inc	BUY	-	21 + 5.61%	$2.8K - $3.48K	395 $78.4K
Sep 06, 2022 Q2 2022	Ifp Advisors, Inc	BUY	-	19 New	$2.54K - $3.15K	19 $3.77K
Aug 04, 2022 Q2 2022	Van Hulzen Asset Management, LLC	BUY	-	12 + 0.23%	$1.6K - $1.99K	5.16K $1.02M
Jul 28, 2022 Q2 2022	Rise Advisors, LLC	BUY	-	11 + 1.07%	$1.47K - $1.82K	1.04K $206K
Aug 11, 2022 Q2 2022	Capital Asset Advisory Services LLC Haslett, MI	BUY	-	9 New	$1.2K - $1.49K	9 $1.79K

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Account

Purchases and Sales Made in Q2 2022 in Ishares Tr Msci Acwi Low Carbo (CRBN)

324K

324K

228K

225K

53.4K

11.3K

7.33K

5.42K

4.64K

3.68K

3.58K

3.51K

3.45K

2.95K

2.6K

2.02K

1.85K

1.65K

1.55K

1.43K

1.29K

1.2K

873

853

735

481

414

386

356

304

193

189

186

160

151

151

120

112

110

103

71

69

68

41

22

21

19

12

11

9

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