Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.3KNew |
$3.49M - $3.77M
|
23.3K
$4.64M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
19.6K+ 1.61% |
$2.93M - $3.17M
|
1.24M
$247M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.1K+ 2935.82% |
$2.71M - $2.93M
|
18.7K
$3.72M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.74KNew |
$1.31M - $1.41M
|
8.74K
$1.73M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.58KNew |
$983K - $1.06M
|
6.58K
$1.31M
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
4.9K+ 92.94% |
$732K - $792K
|
10.2K
$2.02M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
4.46K+ 6.68% |
$667K - $721K
|
71.3K
$14.2M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.28K+ 7.99% |
$639K - $691K
|
57.8K
$11.5M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$499K - $539K
|
3.34K
$663K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.26K+ 12.31% |
$487K - $526K
|
29.7K
$5.9M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.78K+ 3.39% |
$416K - $450K
|
84.7K
$16.8M
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.25KNew |
$337K - $364K
|
2.25K
$447K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.75KNew |
$262K - $283K
|
1.75K
$348K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.6KNew |
$239K - $258K
|
1.6K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.52K+ 5.81% |
$227K - $245K
|
27.6K
$5.49M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.46K+ 0.84% |
$218K - $235K
|
175K
$34.7M
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.34KNew |
$200K - $216K
|
1.34K
$266K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
882+ 7.4% |
$132K - $143K
|
12.8K
$2.54M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
582+ 5.8% |
$87K - $94.1K
|
10.6K
$2.11M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
488+ 170.03% |
$72.9K - $78.9K
|
775
$154K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
438+ 4.42% |
$65.5K - $70.8K
|
10.4K
$2.06M
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
417+ 6.8% |
$62.3K - $67.4K
|
6.55K
$1.3M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
262New |
$39.2K - $42.3K
|
262
$52K
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
248+ 90.18% |
$37.1K - $40.1K
|
523
$104K
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
226+ 5.07% |
$33.8K - $36.5K
|
4.68K
$930K
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
206+ 14.95% |
$30.8K - $33.3K
|
1.58K
$315K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
185+ 8.78% |
$27.7K - $29.9K
|
2.29K
$455K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
138+ 146.81% |
$20.6K - $22.3K
|
232
$46.1K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
135+ 3.46% |
$20.2K - $21.8K
|
4.04K
$802K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
83+ 0.38% |
$12.4K - $13.4K
|
22.1K
$4.39M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
74New |
$11.1K - $12K
|
74
$14.7K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
54+ 21.18% |
$8.07K - $8.73K
|
309
$61.4K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25+ 0.4% |
$3.74K - $4.04K
|
6.26K
$1.24M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21+ 0.44% |
$3.14K - $3.39K
|
4.84K
$960K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
20New |
$2.99K - $3.23K
|
20
$3.97K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 3.09% |
$2.24K - $2.42K
|
501
$99.5K
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
3+ 0.1% |
$448 - $485
|
2.94K
$584K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1- 0.76% |
$149 - $162
|
131
$26K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5- 0.25% |
$747 - $808
|
1.99K
$394K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8- 0.06% |
$1.2K - $1.29K
|
13.1K
$2.6M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-9- 0.42% |
$1.35K - $1.45K
|
2.12K
$421K
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-10- 0.07% |
$1.49K - $1.62K
|
13.7K
$2.73M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12- 20.34% |
$1.79K - $1.94K
|
47
$9.33K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-14- 1.02% |
$2.09K - $2.26K
|
1.35K
$269K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19- 0.91% |
$2.84K - $3.07K
|
2.07K
$411K
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-21- 1.32% |
$3.14K - $3.39K
|
1.57K
$312K
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-22- 1.38% |
$3.29K - $3.56K
|
1.57K
$312K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-23- 1.49% |
$3.44K - $3.72K
|
1.52K
$301K
|