Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
26.4KNew |
$3.89M - $4.14M
|
26.4K
$5.28M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.8K+ 692.12% |
$3.36M - $3.58M
|
26.1K
$5.21M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3K+ 49.82% |
$2.55M - $2.71M
|
52K
$10.4M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.83K+ 0.73% |
$1.3M - $1.38M
|
1.22M
$244M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5KNew |
$735K - $783K
|
5K
$997K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.59KNew |
$675K - $718K
|
4.59K
$915K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.88K+ 20.69% |
$424K - $451K
|
16.8K
$3.35M
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.56K+ 3.22% |
$376K - $401K
|
81.9K
$16.4M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.21KNew |
$325K - $346K
|
2.21K
$441K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.97K+ 101.81% |
$290K - $309K
|
3.91K
$779K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.33KNew |
$196K - $209K
|
1.33K
$266K
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.32KNew |
$195K - $207K
|
1.32K
$264K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.28KNew |
$188K - $201K
|
1.28K
$255K
|
|
Aug 14, 2023
Q2 2023
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
925+ 0.95% |
$136K - $145K
|
98.7K
$19.7M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
655+ 7.07% |
$96.4K - $103K
|
9.91K
$1.98M
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
594+ 26.17% |
$87.4K - $93.1K
|
2.86K
$571K
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
582+ 10.49% |
$85.7K - $91.2K
|
6.13K
$1.22M
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
512+ 12.98% |
$75.4K - $80.2K
|
4.46K
$890K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
319+ 19.08% |
$47K - $50K
|
1.99K
$397K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
300+ 16.61% |
$44.2K - $47K
|
2.11K
$420K
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
275New |
$40.5K - $43.1K
|
275
$54.9K
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
234+ 2.03% |
$34.4K - $36.7K
|
11.8K
$2.35M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
234+ 2.03% |
$34.4K - $36.7K
|
11.8K
$2.35M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
230+ 109.52% |
$33.9K - $36K
|
440
$87.8K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
230+ 109.52% |
$33.9K - $36K
|
440
$87.8K
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
184+ 0.96% |
$27.1K - $28.8K
|
19.3K
$3.85M
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
140New |
$20.6K - $21.9K
|
140
$27.9K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
94New |
$13.8K - $14.7K
|
94
$18.8K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
79+ 21.41% |
$11.6K - $12.4K
|
448
$89.4K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
64+ 7.03% |
$9.42K - $10K
|
975
$195K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
59New |
$8.68K - $9.25K
|
59
$11.8K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
43+ 1.18% |
$6.33K - $6.74K
|
3.7K
$739K
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
19+ 0.95% |
$2.8K - $2.98K
|
2.03K
$404K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 3.85% |
$2.65K - $2.82K
|
486
$97K
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
17+ 1.08% |
$2.5K - $2.66K
|
1.59K
$317K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 0.37% |
$736 - $784
|
1.37K
$273K
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4+ 0.29% |
$589 - $627
|
1.38K
$275K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 1.38% |
$294 - $313
|
147
$29.3K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 3.7% |
$147 - $157
|
28
$5.59K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.63% |
$147 - $157
|
161
$32.1K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 1.18% |
$147 - $157
|
86
$17.2K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.47% |
$442 - $470
|
639
$128K
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-11- 7.69% |
$1.62K - $1.72K
|
132
$26.3K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14- 0.91% |
$2.06K - $2.19K
|
1.53K
$305K
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-17- 1.06% |
$2.5K - $2.66K
|
1.59K
$318K
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-20- 0.31% |
$2.94K - $3.13K
|
6.4K
$1.28M
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-23- 1.24% |
$3.39K - $3.6K
|
1.84K
$367K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-34- 1.57% |
$5K - $5.33K
|
2.13K
$425K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-34- 77.27% |
$5K - $5.33K
|
10
$2K
|