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 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
62+ 2.26% |
$10.1K - $10.9K
|
2.81K
$557K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58+ 7.9% |
$9.48K - $10.2K
|
792
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57+ 3.06% |
$9.32K - $10.1K
|
1.92K
$382K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
35New |
$5.72K - $6.17K
|
35
$6.95K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
32+ 0.89% |
$5.23K - $5.64K
|
3.61K
$718K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29+ 2.17% |
$4.74K - $5.12K
|
1.36K
$271K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 0.65% |
$4.74K - $5.12K
|
4.5K
$894K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24+ 1.35% |
$3.92K - $4.23K
|
1.8K
$358K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
21+ 1.55% |
$3.43K - $3.7K
|
1.38K
$274K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16New |
$2.62K - $2.82K
|
16
$3.18K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14+ 0.81% |
$2.29K - $2.47K
|
1.74K
$346K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9New |
$1.47K - $1.59K
|
9
$1.79K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.3% |
$1.31K - $1.41K
|
2.64K
$524K
|
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
7+ 3.48% |
$1.14K - $1.23K
|
208
$41.3K
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
6+ 4.05% |
$981 - $1.06K
|
154
$30.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$654 - $706
|
4
$794
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
4New |
$654 - $706
|
4
$794
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.14% |
$163 - $176
|
738
$147K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2- 0.1% |
$327 - $353
|
1.98K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7- 1.65% |
$1.14K - $1.23K
|
416
$82.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10- 0.34% |
$1.63K - $1.76K
|
2.96K
$587K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12- 0.76% |
$1.96K - $2.12K
|
1.56K
$309K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24- 0.48% |
$3.92K - $4.23K
|
4.96K
$984K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-48- 2.52% |
$7.85K - $8.47K
|
1.85K
$368K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-50- 23.26% |
$8.17K - $8.82K
|
165
$32.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-60- 0.78% |
$9.81K - $10.6K
|
7.65K
$1.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-64Closed |
$10.5K - $11.3K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-77- 47.53% |
$12.6K - $13.6K
|
85
$16.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85Closed |
$13.9K - $15K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-100Closed |
$16.3K - $17.6K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-203- 1.0% |
$33.2K - $35.8K
|
20K
$3.98M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-210Closed |
$34.3K - $37K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-376Closed |
$61.5K - $66.3K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-380- 6.47% |
$62.1K - $67K
|
5.5K
$1.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-755Closed |
$123K - $133K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.08K- 27.78% |
$176K - $190K
|
2.81K
$557K
|
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.15K- 9.74% |
$188K - $203K
|
10.7K
$2.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.53K- 13.09% |
$250K - $270K
|
10.2K
$2.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.73KClosed |
$282K - $304K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.36K- 3.35% |
$1.37M - $1.47M
|
241K
$47.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.3K- 90.4% |
$3.16M - $3.41M
|
2.05K
$408K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-27.3K- 99.78% |
$4.47M - $4.82M
|
60
$11.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-35.6K- 40.17% |
$5.83M - $6.29M
|
53.1K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-56.2KClosed |
$9.19M - $9.92M
|
0
$0
|