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 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-77- 0.29% |
$11.3K - $12.1K
|
26.5K
$5.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-81- 1.08% |
$11.9K - $12.7K
|
7.45K
$1.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-106- 5.19% |
$15.6K - $16.6K
|
1.94K
$386K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-144- 8.56% |
$21.2K - $22.6K
|
1.54K
$307K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-158- 2.53% |
$23.3K - $24.8K
|
6.09K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-165- 0.67% |
$24.3K - $25.9K
|
24.5K
$4.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-175- 22.1% |
$25.8K - $27.4K
|
617
$123K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-177- 11.91% |
$26.1K - $27.7K
|
1.31K
$261K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-178- 5.2% |
$26.2K - $27.9K
|
3.25K
$648K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-213- 2.78% |
$31.3K - $33.4K
|
7.45K
$1.49M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-287- 2.04% |
$42.2K - $45K
|
13.8K
$2.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-300- 9.27% |
$44.2K - $47K
|
2.94K
$586K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-321- 2.23% |
$47.2K - $50.3K
|
14.1K
$2.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-698- 6.78% |
$103K - $109K
|
9.6K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-729- 3.17% |
$107K - $114K
|
22.3K
$4.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-743- 80.5% |
$109K - $116K
|
180
$35.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.02K- 7.91% |
$151K - $160K
|
11.9K
$2.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.24K- 2.91% |
$183K - $194K
|
41.4K
$8.26M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.51K- 39.6% |
$222K - $237K
|
2.31K
$460K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.61K- 6.8% |
$236K - $252K
|
22K
$4.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.89K- 3.4% |
$277K - $295K
|
53.5K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.98K- 2.88% |
$292K - $311K
|
66.8K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.47K- 1.4% |
$364K - $387K
|
174K
$34.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.52K- 16.43% |
$371K - $396K
|
12.8K
$2.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.15K- 19.4% |
$464K - $494K
|
13.1K
$2.61M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.62K- 19.07% |
$974K - $1.04M
|
28.1K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.76K- 6.32% |
$1.44M - $1.53M
|
145K
$28.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.4K- 13.41% |
$2.56M - $2.73M
|
112K
$22.4M
|