Purchases and Sales Made in Q4 2023 in Blackrock ETF Tr Us Carbon Tra (LCTU)
This table provides information about the institutional ownership of Blackrock ETF Tr Us Carbon Tra (LCTU) during Q4 2023. The information is specifically focused on institutions that hold shares of BLACKROCK ETF TR US CARBON TRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.08M+ 22.89% |
$48.7M - $56.9M
|
5.82M
$378M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
420K+ 36.05% |
$18.9M - $22M
|
1.59M
$103M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
368K+ 24.59% |
$16.6M - $19.3M
|
1.87M
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
145K+ 60.48% |
$6.54M - $7.63M
|
386K
$25.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
122K+ 23.23% |
$5.5M - $6.42M
|
649K
$42.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
98.4K+ 23.73% |
$4.43M - $5.17M
|
513K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
95.2KNew |
$4.28M - $5M
|
95.2K
$6.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67.7K+ 23.53% |
$3.04M - $3.55M
|
355K
$23.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
54.5K+ 316.51% |
$2.45M - $2.86M
|
71.7K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
48.7KNew |
$2.19M - $2.56M
|
48.7K
$3.16M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45.9K+ 7.61% |
$2.06M - $2.41M
|
649K
$42.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
41.3K+ 5.84% |
$1.86M - $2.17M
|
748K
$48.6M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.1K+ 24.2% |
$1.76M - $2.05M
|
200K
$13M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.6K+ 31.31% |
$1.69M - $1.97M
|
158K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.4K+ 322.65% |
$1.64M - $1.91M
|
47.6K
$3.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34K+ 281.69% |
$1.53M - $1.78M
|
46K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.8K+ 21.03% |
$1.52M - $1.77M
|
195K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.9K+ 74.35% |
$1.48M - $1.73M
|
77.2K
$5.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.3K+ 54.3% |
$1.45M - $1.7M
|
91.8K
$5.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24K+ 41.41% |
$1.08M - $1.26M
|
81.9K
$5.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
23.7K+ 371.39% |
$1.07M - $1.25M
|
30.1K
$1.96M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
21.2KNew |
$955K - $1.12M
|
21.2K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
19.7K+ 27.68% |
$884K - $1.03M
|
90.7K
$5.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.1K+ 36.98% |
$858K - $1M
|
70.7K
$4.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
17.8K+ 28.33% |
$802K - $936K
|
80.8K
$5.25M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.1KNew |
$724K - $845K
|
16.1K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.8K+ 63.06% |
$711K - $830K
|
40.9K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.2K+ 29.84% |
$684K - $798K
|
66.2K
$4.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.4K+ 30.99% |
$647K - $755K
|
60.8K
$3.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14.3KNew |
$641K - $748K
|
14.3K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.7K+ 32.87% |
$617K - $721K
|
55.5K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.3K+ 29.46% |
$598K - $698K
|
58.5K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$563K - $657K
|
12.5K
$813K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$501K - $584K
|
11.1K
$723K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7K+ 29.29% |
$482K - $562K
|
47.3K
$3.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.5K+ 17.86% |
$472K - $551K
|
69.2K
$4.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.89K+ 24.11% |
$445K - $519K
|
50.9K
$3.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.69KNew |
$436K - $509K
|
9.69K
$630K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.59K+ 373.01% |
$431K - $503K
|
12.2K
$790K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
9.19KNew |
$413K - $482K
|
9.19K
$597K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8.68KNew |
$390K - $456K
|
8.68K
$564K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.43K+ 120.47% |
$379K - $442K
|
15.4K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.19KNew |
$368K - $430K
|
8.19K
$532K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.93K+ 31.27% |
$356K - $416K
|
33.3K
$2.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.73KNew |
$347K - $406K
|
7.73K
$502K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.39K+ 32.34% |
$332K - $388K
|
30.2K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.34K+ 44.35% |
$285K - $333K
|
20.6K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.95K+ 13.91% |
$267K - $312K
|
48.7K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.85K+ 34.76% |
$263K - $307K
|
22.7K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.45K+ 21.02% |
$245K - $286K
|
31.4K
$2.04M
|