Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Capricorn Investment Group LLC
|
BUY
|
- |
1.56MNew |
$254M - $275M
|
1.56M
$309M
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
126K+ 14.8% |
$20.7M - $22.3M
|
981K
$195M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
90.8K+ 104.22% |
$14.8M - $16M
|
178K
$35.3M
|
|
Jan 21, 2022
Q4 2021
|
Northland Capital Management LLC
|
BUY
|
- |
23.5KNew |
$3.84M - $4.15M
|
23.5K
$4.67M
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14.4K+ 51.14% |
$2.36M - $2.55M
|
42.7K
$8.47M
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
14KNew |
$2.29M - $2.47M
|
14K
$2.78M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
11KNew |
$1.8M - $1.94M
|
11K
$2.19M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
8.2K+ 19.16% |
$1.34M - $1.45M
|
51K
$10.1M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.09KNew |
$1.16M - $1.25M
|
7.09K
$1.41M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.52K+ 8.3% |
$1.07M - $1.15M
|
85.1K
$16.9M
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.87KNew |
$959K - $1.03M
|
5.87K
$1.16M
|
|
Feb 09, 2022
Q4 2021
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
5.58K+ 1.56% |
$911K - $983K
|
363K
$72M
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.39KNew |
$881K - $951K
|
5.39K
$1.07M
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
5.3K+ 22.07% |
$866K - $935K
|
29.3K
$5.82M
|
|
Mar 09, 2022
Q4 2021
|
Wealthsimple Inc.
Toronto, A6 |
BUY
|
- |
4.92KNew |
$803K - $867K
|
4.92K
$976K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.86K+ 40.97% |
$632K - $682K
|
13.3K
$2.64M
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.74KNew |
$611K - $659K
|
3.74K
$742K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.49KNew |
$571K - $616K
|
3.49K
$694K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.36KNew |
$550K - $593K
|
3.36K
$668K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.1K+ 2.69% |
$507K - $547K
|
118K
$23.5M
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.66KNew |
$435K - $469K
|
2.66K
$528K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.3K+ 23.86% |
$375K - $405K
|
11.9K
$2.37M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.21K+ 10.53% |
$361K - $390K
|
23.2K
$4.61M
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.97KNew |
$322K - $347K
|
1.97K
$391K
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.67K+ 46.16% |
$272K - $294K
|
5.27K
$1.05M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.57KNew |
$256K - $277K
|
1.57K
$312K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.53K+ 8.92% |
$249K - $269K
|
18.6K
$3.7M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.17KNew |
$191K - $206K
|
1.17K
$232K
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.16K+ 27.66% |
$190K - $205K
|
5.37K
$1.07M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.06K+ 8.0% |
$173K - $187K
|
14.3K
$2.84M
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.03KNew |
$168K - $181K
|
1.03K
$204K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
978+ 3.46% |
$160K - $172K
|
29.2K
$5.81M
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
968+ 10.55% |
$158K - $171K
|
10.1K
$2.01M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
928+ 3.21% |
$152K - $164K
|
29.9K
$5.93M
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
533+ 20.13% |
$87.1K - $94K
|
3.18K
$632K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
424+ 7.29% |
$69.3K - $74.8K
|
6.24K
$1.24M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
395+ 14.02% |
$64.6K - $69.7K
|
3.21K
$638K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
388+ 1.9% |
$63.4K - $68.4K
|
20.8K
$4.13M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
298+ 425.71% |
$48.7K - $52.6K
|
368
$73.1K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
249New |
$40.7K - $43.9K
|
249
$49.5K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
242+ 5.87% |
$39.6K - $42.7K
|
4.37K
$867K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
231+ 4.41% |
$37.8K - $40.7K
|
5.47K
$1.09M
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
196New |
$32K - $34.6K
|
196
$38.9K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
148+ 1.03% |
$24.2K - $26.1K
|
14.6K
$2.89M
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
144New |
$23.5K - $25.4K
|
144
$28.6K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
139New |
$22.7K - $24.5K
|
139
$27.6K
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
107+ 5.51% |
$17.5K - $18.9K
|
2.05K
$407K
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
96+ 1.44% |
$15.7K - $16.9K
|
6.74K
$1.34M
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
76+ 5.98% |
$12.4K - $13.4K
|
1.35K
$268K
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
64New |
$10.5K - $11.3K
|
64
$12.7K
|