Clearstead Advisors, LLC Ishares Tr Msci Acwi Low Carbo Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,971 shares of CRBN stock, worth $450,274. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,971

Previous 1,971 -0.0%

Holding current value

$450,274

Previous $417,000 7.19%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$170.2 - $211.82 $66,037 - $82,186	-388 Reduced 16.45%	1,971 $417,000
Q1 2025 May 13, 2025	BUY	$189.39 - $204.09 $134,656 - $145,107	711 Added 43.14%	2,359 $450,000
Q2 2024 Aug 09, 2024	SELL	$169.52 - $183.86 $89,506 - $97,078	-528 Reduced 24.26%	1,648 $302,000
Q4 2023 Feb 12, 2024	SELL	$143.83 - $166.15 $26,320 - $30,405	-183 Reduced 7.76%	2,176 $360,000
Q3 2023 Nov 07, 2023	SELL	$149.46 - $161.6 $29,144 - $31,512	-195 Reduced 7.64%	2,359 $354,000

Q4 2022 Feb 14, 2023	SELL	$126.3 - $146.54 $107,733 - $124,998	-853 Reduced 25.04%	2,554 $352,000
Q2 2022 Aug 12, 2022	BUY	$133.43 - $165.9 $116,484 - $144,830	873 Added 34.45%	3,407 $466,000
Q1 2022 May 04, 2022	SELL	$150.89 - $174.82 $125,238 - $145,100	-830 Reduced 24.67%	2,534 $414,000
Q4 2021 Feb 14, 2022	BUY	$163.45 - $176.38 $549,845 - $593,342	3,364 New	3,364 $585,000

Others Institutions Holding CRBN

# of Institutions

153

Shares Held

2.63M

Call Options Held

Put Options Held

View Full List

About ISHARES TR MSCI ACWI LOW CARBO

Ticker CRBN
Sector ETFs
Industry ETFs

More about CRBN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Ishares Tr Msci Acwi Low Carbo Transaction History