Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
88.2K+ 7.91% |
$11.1M - $12.9M
|
1.2M
$239M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2K+ 203.24% |
$1.41M - $1.64M
|
16.6K
$3.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
10.5KNew |
$1.33M - $1.54M
|
10.5K
$2.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.77KNew |
$981K - $1.14M
|
7.77K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.62K+ 23.65% |
$962K - $1.12M
|
39.8K
$7.91M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.03KNew |
$761K - $883K
|
6.03K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.15K+ 316.0% |
$651K - $755K
|
6.79K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
4.15K+ 221.33% |
$524K - $608K
|
6.03K
$1.2M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 93.82% |
$291K - $338K
|
4.76K
$946K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.3K+ 9.37% |
$291K - $337K
|
26.9K
$5.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.28K+ 3.14% |
$288K - $335K
|
75.1K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.28K+ 3.56% |
$288K - $335K
|
66.5K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.05K+ 9.33% |
$259K - $300K
|
24K
$4.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.98K+ 26.0% |
$249K - $289K
|
9.57K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.86KNew |
$235K - $273K
|
1.86K
$370K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.73K+ 43.03% |
$219K - $254K
|
5.76K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.63KNew |
$206K - $239K
|
1.63K
$324K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.56KNew |
$198K - $229K
|
1.56K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.55KNew |
$195K - $226K
|
1.55K
$307K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.5KNew |
$190K - $220K
|
1.5K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.46KNew |
$185K - $215K
|
1.46K
$291K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
1.2K+ 2.59% |
$152K - $176K
|
47.7K
$9.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.11K+ 7.81% |
$140K - $162K
|
15.3K
$3.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.05KNew |
$133K - $154K
|
1.05K
$209K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
982+ 14.36% |
$124K - $144K
|
7.82K
$1.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
916+ 7.2% |
$116K - $134K
|
13.6K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
830+ 0.86% |
$105K - $122K
|
97.8K
$19.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
727+ 3.79% |
$91.8K - $107K
|
19.9K
$3.95M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
363New |
$45.8K - $53.2K
|
363
$72.1K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
339+ 25.43% |
$42.8K - $49.7K
|
1.67K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
320+ 2.73% |
$40.4K - $46.9K
|
12.1K
$2.39M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
320+ 2.73% |
$40.4K - $46.9K
|
12.1K
$2.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
309+ 1.95% |
$39K - $45.3K
|
16.2K
$3.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
297+ 80.49% |
$37.5K - $43.5K
|
666
$132K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
297New |
$37.5K - $43.5K
|
297
$59K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
212New |
$26.8K - $31.1K
|
212
$42.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
191+ 1.76% |
$24.1K - $28K
|
11K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122New |
$15.4K - $17.9K
|
122
$24.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
100+ 1.1% |
$12.6K - $14.7K
|
9.18K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
87+ 1.69% |
$11K - $12.7K
|
5.25K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
80New |
$10.1K - $11.7K
|
80
$15.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
70New |
$8.84K - $10.3K
|
70
$13.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
40+ 9.73% |
$5.05K - $5.86K
|
451
$89.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
17+ 0.76% |
$2.15K - $2.49K
|
2.26K
$450K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14+ 0.91% |
$1.77K - $2.05K
|
1.55K
$307K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10New |
$1.26K - $1.47K
|
10
$1.99K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 5.63% |
$505 - $586
|
75
$14.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 0.14% |
$253 - $293
|
1.41K
$280K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 1.27% |
$253 - $293
|
160
$31.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1New |
$126 - $147
|
1
$199
|