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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
5.44K+ 35.72% |
$245K - $285K
|
20.7K
$1.36M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.19KNew |
$233K - $273K
|
5.19K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.99K+ 29.66% |
$224K - $262K
|
21.8K
$1.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.96K+ 30.07% |
$223K - $260K
|
21.4K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.84KNew |
$218K - $254K
|
4.84K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.82KNew |
$217K - $253K
|
4.82K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.8KNew |
$216K - $252K
|
4.8K
$316K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.67K+ 13.38% |
$210K - $245K
|
39.6K
$2.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.58K+ 52.26% |
$206K - $241K
|
13.4K
$878K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.27K+ 75.42% |
$192K - $224K
|
9.92K
$652K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.09KNew |
$184K - $215K
|
4.09K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.84KNew |
$173K - $202K
|
3.84K
$252K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.84KNew |
$173K - $202K
|
3.84K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.8K+ 38.21% |
$171K - $199K
|
13.7K
$903K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.49K+ 88.65% |
$157K - $183K
|
7.43K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.47K+ 86.5% |
$156K - $182K
|
7.47K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.45K+ 17.17% |
$155K - $181K
|
23.5K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.43K+ 69.83% |
$154K - $180K
|
8.35K
$549K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.4K+ 19.03% |
$153K - $178K
|
21.2K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 15.73% |
$150K - $176K
|
24.6K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 20.84% |
$144K - $168K
|
18.5K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.11K+ 13.72% |
$140K - $163K
|
25.8K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.88K+ 12.37% |
$129K - $151K
|
26.1K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.85K+ 3.91% |
$128K - $149K
|
75.7K
$4.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.65K+ 88.01% |
$119K - $139K
|
5.66K
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.51K+ 4.7% |
$113K - $132K
|
56K
$3.68M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
2.05K+ 16.42% |
$92.2K - $108K
|
14.5K
$955K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
1.86K+ 29.01% |
$83.6K - $97.6K
|
8.27K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 17.09% |
$76.5K - $89.3K
|
11.7K
$766K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.69K+ 13.47% |
$75.8K - $88.5K
|
14.2K
$934K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.61K+ 30.77% |
$72.6K - $84.7K
|
6.86K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.54K+ 28.47% |
$69.3K - $80.9K
|
6.95K
$457K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.37K+ 25.64% |
$61.7K - $72K
|
6.72K
$442K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.32K+ 23.81% |
$59.3K - $69.2K
|
6.85K
$450K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
1.31K+ 26.73% |
$59K - $68.9K
|
6.22K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.2K+ 32.12% |
$54.1K - $63.2K
|
4.95K
$325K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
948+ 22.84% |
$42.6K - $49.8K
|
5.1K
$335K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
776+ 18.12% |
$34.9K - $40.7K
|
5.06K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
773+ 12.43% |
$34.8K - $40.6K
|
6.99K
$460K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
771+ 17.18% |
$34.7K - $40.5K
|
5.26K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
711New |
$32K - $37.3K
|
711
$46.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
572+ 176.0% |
$25.7K - $30K
|
897
$59K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
539New |
$24.2K - $28.3K
|
539
$35.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
532+ 53.04% |
$23.9K - $27.9K
|
1.54K
$101K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
532+ 121.18% |
$23.9K - $27.9K
|
971
$63.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
526+ 29.42% |
$23.7K - $27.6K
|
2.31K
$152K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
465+ 21.8% |
$20.9K - $24.4K
|
2.6K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
451+ 9.82% |
$20.3K - $23.7K
|
5.04K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
409+ 27.71% |
$18.4K - $21.5K
|
1.89K
$124K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
364+ 18.42% |
$16.4K - $19.1K
|
2.34K
$154K
|