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 1,648 shares of CRBN stock, worth $322,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,648
Previous 2,176 24.26%
Holding current value
$322,958
Previous $390,000 22.56%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR MSCI ACWI LOW CARBO


  • Ticker CRBN
  • Sector ETFs
  • Industry ETFs
More about CRBN
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

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.