Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9.42K+ 31.29% |
$2.1M - $2.2M
|
39.5K
$9.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.91K+ 1.66% |
$425K - $445K
|
117K
$26.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
421+ 5.6% |
$93.7K - $98.3K
|
7.94K
$1.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
165New |
$36.7K - $38.5K
|
165
$37.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
143+ 12.22% |
$31.8K - $33.4K
|
1.31K
$300K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
142+ 3.49% |
$31.6K - $33.2K
|
4.21K
$961K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
23+ 1.19% |
$5.12K - $5.37K
|
1.96K
$448K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 2.97% |
$4.67K - $4.9K
|
727
$166K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 10.0% |
$223 - $233
|
11
$2.51K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-11- 0.76% |
$2.45K - $2.57K
|
1.44K
$329K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-28- 0.54% |
$6.23K - $6.54K
|
5.14K
$1.17M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-48- 2.47% |
$10.7K - $11.2K
|
1.9K
$433K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-64- 1.9% |
$14.2K - $14.9K
|
3.3K
$754K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-83- 0.55% |
$18.5K - $19.4K
|
15K
$3.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-131- 12.62% |
$29.2K - $30.6K
|
907
$207K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
SELL
|
- |
-666- 8.38% |
$148K - $155K
|
7.28K
$1.66M
|
|