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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-26- 1.72% |
$3.74K - $4.32K
|
1.49K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-49- 3.62% |
$7.05K - $8.14K
|
1.31K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-62- 3.88% |
$8.92K - $10.3K
|
1.53K
$305K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-63- 0.87% |
$9.06K - $10.5K
|
7.15K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-69- 1.43% |
$9.92K - $11.5K
|
4.77K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-84- 0.66% |
$12.1K - $14K
|
12.6K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-97- 6.17% |
$14K - $16.1K
|
1.48K
$293K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-100- 1.56% |
$14.4K - $16.6K
|
6.3K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-151- 10.89% |
$21.7K - $25.1K
|
1.24K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-183- 7.76% |
$26.3K - $30.4K
|
2.18K
$432K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-184- 1.94% |
$26.5K - $30.6K
|
9.28K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-287- 4.09% |
$41.3K - $47.7K
|
6.73K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-305- 1.38% |
$43.9K - $50.7K
|
21.8K
$4.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-330- 5.27% |
$47.5K - $54.8K
|
5.93K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-457- 2.78% |
$65.7K - $75.9K
|
16K
$3.17M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-488- 62.97% |
$70.2K - $81.1K
|
287
$57K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-488- 62.97% |
$70.2K - $81.1K
|
287
$57K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-491- 12.15% |
$70.6K - $81.6K
|
3.55K
$705K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-567- 19.29% |
$81.6K - $94.2K
|
2.37K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-760- 85.88% |
$109K - $126K
|
125
$24.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.15K- 10.8% |
$165K - $191K
|
9.47K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.92K- 6.94% |
$276K - $319K
|
25.7K
$5.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.97K- 15.37% |
$283K - $327K
|
10.8K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2.12K- 24.21% |
$304K - $351K
|
6.62K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.61K- 35.74% |
$375K - $433K
|
4.69K
$932K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.45K- 74.75% |
$640K - $739K
|
1.5K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.91K- 25.33% |
$850K - $982K
|
17.4K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.71K- 38.5% |
$1.11M - $1.28M
|
12.3K
$2.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.84K- 67.56% |
$1.27M - $1.47M
|
4.24K
$843K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.3K- 5.02% |
$1.49M - $1.72M
|
196K
$38.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-11K- 15.49% |
$1.59M - $1.84M
|
60.3K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.1K- 96.71% |
$2.61M - $3.01M
|
617
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.8K- 15.74% |
$3.28M - $3.78M
|
122K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-49.5K- 49.49% |
$7.12M - $8.23M
|
50.5K
$10M
|