Purchases and Sales Made in Q4 2024 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 2024. 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 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.9K+ 146.3% |
$3.46M - $3.64M
|
30.2K
$6.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
5.86K+ 5.87% |
$1.13M - $1.19M
|
106K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.82KNew |
$736K - $775K
|
3.82K
$762K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.61K+ 26.12% |
$310K - $326K
|
7.76K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.56K+ 6.72% |
$301K - $317K
|
24.8K
$4.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$293K - $309K
|
1.52K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.2KNew |
$231K - $243K
|
1.2K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.19KNew |
$229K - $241K
|
1.19K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05K+ 152.33% |
$201K - $212K
|
1.73K
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
823+ 74.28% |
$159K - $167K
|
1.93K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
663+ 13.74% |
$128K - $135K
|
5.49K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
230+ 3.47% |
$44.3K - $46.7K
|
6.87K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
225+ 13.11% |
$43.4K - $45.7K
|
1.94K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
200+ 2.09% |
$38.5K - $40.6K
|
9.79K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
119+ 2.77% |
$22.9K - $24.2K
|
4.42K
$882K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
110+ 2.97% |
$21.2K - $22.3K
|
3.82K
$762K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
63+ 0.81% |
$12.1K - $12.8K
|
7.83K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
54New |
$10.4K - $11K
|
54
$10.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
49New |
$9.44K - $9.95K
|
49
$9.78K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
28+ 1.14% |
$5.4K - $5.69K
|
2.49K
$497K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
26+ 1.16% |
$5.01K - $5.28K
|
2.28K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
24+ 1.16% |
$4.63K - $4.87K
|
2.09K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 2.52% |
$2.89K - $3.05K
|
610
$122K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 0.95% |
$2.12K - $2.23K
|
1.17K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$964 - $1.02K
|
5
$998
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 1.82% |
$385 - $406
|
112
$22.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 3.57% |
$193 - $203
|
29
$5.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.26% |
$193 - $203
|
380
$75.8K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 7.69% |
$1.16K - $1.22K
|
72
$14.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8- 2.11% |
$1.54K - $1.62K
|
371
$74.1K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-8- 10.13% |
$1.54K - $1.62K
|
71
$14.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 6.28% |
$2.31K - $2.44K
|
179
$35.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-16- 1.02% |
$3.08K - $3.25K
|
1.55K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-28- 2.43% |
$5.4K - $5.69K
|
1.12K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-35- 7.49% |
$6.74K - $7.11K
|
432
$86.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-39- 42.86% |
$7.52K - $7.92K
|
52
$10.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 0.5% |
$9.64K - $10.2K
|
10K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63- 4.81% |
$12.1K - $12.8K
|
1.25K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69- 0.75% |
$13.3K - $14K
|
9.16K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-149- 10.93% |
$28.7K - $30.3K
|
1.21K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-155- 7.95% |
$29.9K - $31.5K
|
1.8K
$358K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-223- 4.04% |
$43K - $45.3K
|
5.3K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-275- 11.11% |
$53K - $55.8K
|
2.2K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-378- 9.55% |
$72.8K - $76.8K
|
3.58K
$715K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-405- 2.26% |
$78K - $82.2K
|
17.5K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-441- 22.43% |
$85K - $89.5K
|
1.53K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-871- 14.43% |
$168K - $177K
|
5.16K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.23K- 20.69% |
$236K - $249K
|
4.7K
$937K
|