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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
248+ 10.16% |
$11.2K - $13K
|
2.69K
$177K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
239+ 0.62% |
$10.7K - $12.5K
|
38.7K
$2.54M
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
217+ 74.06% |
$9.76K - $11.4K
|
510
$33.5K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150New |
$6.75K - $7.87K
|
150
$9.86K
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
115+ 11.33% |
$5.17K - $6.04K
|
1.13K
$74.3K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
114+ 27.54% |
$5.13K - $5.98K
|
528
$34.7K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 40.0% |
$1.8K - $2.1K
|
140
$9.2K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19+ 0.89% |
$854 - $997
|
2.16K
$142K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18+ 66.67% |
$809 - $945
|
45
$2.96K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 1.67% |
$45 - $52.5
|
61
$4.01K
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-5- 0.05% |
$225 - $262
|
9.33K
$613K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-6- 1.85% |
$270 - $315
|
319
$21K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45- 42.45% |
$2.02K - $2.36K
|
61
$4.01K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54- 0.64% |
$2.43K - $2.83K
|
8.35K
$548K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-123- 2.12% |
$5.53K - $6.46K
|
5.69K
$374K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-291- 4.76% |
$13.1K - $15.3K
|
5.82K
$382K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-335- 86.56% |
$15.1K - $17.6K
|
52
$3.42K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-371- 4.55% |
$16.7K - $19.5K
|
7.79K
$512K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-935- 15.52% |
$42K - $49.1K
|
5.09K
$335K
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.96K- 28.93% |
$223K - $260K
|
12.2K
$801K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.02K- 25.73% |
$226K - $264K
|
14.5K
$953K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.9K- 33.46% |
$760K - $887K
|
33.6K
$2.21M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-49.5K- 8.8% |
$2.23M - $2.6M
|
514K
$33.8M
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.5M- 32.23% |
$157M - $184M
|
7.36M
$484M
|