Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.2K+ 52.32% |
$4.35M - $5.02M
|
88K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.6K+ 11.79% |
$2.97M - $3.43M
|
196K
$38.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$2.78M - $3.22M
|
19.4K
$3.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.75KNew |
$971K - $1.12M
|
6.75K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.08K+ 36.02% |
$587K - $678K
|
15.4K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.54K+ 53.81% |
$509K - $588K
|
10.1K
$2.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.86KNew |
$412K - $476K
|
2.86K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.62K+ 7.25% |
$376K - $435K
|
38.7K
$7.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.44KNew |
$351K - $406K
|
2.44K
$485K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.11K+ 2.48% |
$303K - $350K
|
86.8K
$17.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.08KNew |
$299K - $346K
|
2.08K
$413K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.6KNew |
$230K - $265K
|
1.6K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.34KNew |
$193K - $222K
|
1.34K
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.28KNew |
$184K - $213K
|
1.28K
$254K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.26KNew |
$181K - $209K
|
1.26K
$249K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.22KNew |
$176K - $203K
|
1.22K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
1.1K+ 1.11% |
$158K - $183K
|
99.8K
$19.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
945+ 10.08% |
$136K - $157K
|
10.3K
$2.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
760New |
$109K - $126K
|
760
$151K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
655New |
$94.2K - $109K
|
655
$130K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
303+ 0.02% |
$43.6K - $50.3K
|
1.24M
$247M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
264+ 11.72% |
$38K - $43.9K
|
2.52K
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
218+ 3.33% |
$31.4K - $36.2K
|
6.76K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
204+ 8.9% |
$29.3K - $33.9K
|
2.5K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
153+ 0.51% |
$22K - $25.4K
|
29.9K
$5.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
104+ 2.22% |
$15K - $17.3K
|
4.79K
$951K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86+ 4.33% |
$12.4K - $14.3K
|
2.07K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
71+ 30.6% |
$10.2K - $11.8K
|
303
$60.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60New |
$8.63K - $9.97K
|
60
$11.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 10.98% |
$7.91K - $9.14K
|
556
$110K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
53+ 17.15% |
$7.62K - $8.81K
|
362
$71.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
48+ 0.46% |
$6.9K - $7.98K
|
10.4K
$2.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
36+ 2.27% |
$5.18K - $5.98K
|
1.62K
$322K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
29+ 18.01% |
$4.17K - $4.82K
|
190
$37.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
26+ 0.19% |
$3.74K - $4.32K
|
13.8K
$2.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
25+ 1.13% |
$3.6K - $4.15K
|
2.23K
$443K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
23+ 1.14% |
$3.31K - $3.82K
|
2.05K
$407K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$1.01K - $1.16K
|
7
$1.39K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6+ 0.39% |
$863 - $997
|
1.54K
$305K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5+ 0.02% |
$719 - $831
|
23.7K
$4.71M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4+ 3.05% |
$575 - $665
|
135
$26.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
3+ 0.65% |
$431 - $498
|
467
$92.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.33% |
$288 - $332
|
615
$122K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.68% |
$144 - $166
|
148
$29.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.27% |
$144 - $166
|
371
$73.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-3- 0.19% |
$431 - $498
|
1.57K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4- 0.03% |
$575 - $665
|
14K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 10.47% |
$1.29K - $1.5K
|
77
$15.3K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-20- 0.94% |
$2.88K - $3.32K
|
2.1K
$417K
|