Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
162K+ 23.47% |
$26.5M - $28.1M
|
854K
$170M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
115KNew |
$18.8M - $20M
|
115K
$22.9M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.1KNew |
$14.2M - $15.1M
|
87.1K
$17.3M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.6KNew |
$12.8M - $13.6M
|
78.6K
$15.6M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
15.8K+ 58.45% |
$2.57M - $2.73M
|
42.8K
$8.5M
|
|
Nov 12, 2021
Q3 2021
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
15.7K+ 4.6% |
$2.56M - $2.72M
|
357K
$70.9M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.9KNew |
$1.93M - $2.05M
|
11.9K
$2.36M
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
4.65K+ 102.79% |
$758K - $805K
|
9.17K
$1.82M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.35K+ 3342.31% |
$708K - $752K
|
4.48K
$889K
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.21KNew |
$686K - $729K
|
4.21K
$836K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.13KNew |
$672K - $714K
|
4.13K
$819K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.43K+ 25.08% |
$559K - $594K
|
17.1K
$3.4M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.36K+ 55.44% |
$548K - $582K
|
9.43K
$1.87M
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.87K+ 7.07% |
$304K - $323K
|
28.2K
$5.61M
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
1.78K+ 8.01% |
$290K - $308K
|
24K
$4.77M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.51K+ 5.51% |
$247K - $262K
|
29K
$5.75M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.43K+ 7.31% |
$233K - $248K
|
21K
$4.17M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.34KNew |
$218K - $231K
|
1.34K
$265K
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.27KNew |
$207K - $220K
|
1.27K
$252K
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.24K+ 11.88% |
$202K - $215K
|
11.7K
$2.32M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.04K+ 8.5% |
$169K - $180K
|
13.3K
$2.63M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
652+ 14.21% |
$106K - $113K
|
5.24K
$1.04M
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
392+ 2.8% |
$63.9K - $67.9K
|
14.4K
$2.86M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
368New |
$60K - $63.7K
|
368
$73.1K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
367+ 5.84% |
$59.8K - $63.5K
|
6.65K
$1.32M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
350New |
$57K - $60.6K
|
350
$69.5K
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
325+ 9.9% |
$53K - $56.3K
|
3.61K
$716K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
239+ 16.06% |
$38.9K - $41.4K
|
1.73K
$343K
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
236+ 2.03% |
$38.5K - $40.9K
|
11.8K
$2.35M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
216+ 8.94% |
$35.2K - $37.4K
|
2.63K
$523K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
212+ 8.14% |
$34.5K - $36.7K
|
2.82K
$560K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
202+ 33.17% |
$32.9K - $35K
|
811
$161K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
200+ 37.45% |
$32.6K - $34.6K
|
734
$146K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
162New |
$26.4K - $28K
|
162
$32.2K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
160+ 9.88% |
$26.1K - $27.7K
|
1.78K
$353K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
140+ 2.47% |
$22.8K - $24.2K
|
5.82K
$1.15M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
127+ 8.81% |
$20.7K - $22K
|
1.57K
$312K
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
87+ 4.69% |
$14.2K - $15.1K
|
1.94K
$386K
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
82+ 70.69% |
$13.4K - $14.2K
|
198
$39.3K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
65+ 0.68% |
$10.6K - $11.3K
|
9.63K
$1.91M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
54New |
$8.8K - $9.35K
|
54
$10.7K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
37+ 1.9% |
$6.03K - $6.41K
|
1.99K
$394K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27+ 22.88% |
$4.4K - $4.67K
|
145
$28.8K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18+ 0.98% |
$2.93K - $3.12K
|
1.86K
$370K
|
|
Nov 15, 2021
Q3 2021
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
12+ 0.68% |
$1.96K - $2.08K
|
1.77K
$351K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7+ 0.37% |
$1.14K - $1.21K
|
1.91K
$380K
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5+ 0.09% |
$815 - $866
|
5.88K
$1.17M
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$163 - $173
|
1
$199
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-9- 5.73% |
$1.47K - $1.56K
|
148
$29.4K
|