Concord Wealth Partners Ishares Tr Msci Acwi Low Carbo Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Tr Msci Acwi Low Carbo stock. As of the latest transaction made, Concord Wealth Partners holds 91 shares of CRBN stock, worth $17,833. This represents 0.0% of its overall portfolio holdings.

Number of Shares
91
Previous 178 48.88%
Holding current value
$17,833
Previous $32,000 46.88%
% of portfolio
0.0%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$175.05 - $196.39 $15,229 - $17,085
-87 Reduced 48.88%
91 $17,000
Q2 2024

Jul 31, 2024
SELL
$169.52 - $183.86 $80,352 - $87,149
-474 Reduced 72.7%
178 $32,000
Q1 2024

Apr 30, 2024
BUY
$162.6 - $179.62 $59,349 - $65,561
365 Added 127.18%
652 $117,000
Q4 2023

Apr 30, 2024
SELL
$143.83 - $166.15 $70,189 - $81,081
-488 Reduced 62.97%
287 $47,000
Q4 2023

Feb 05, 2024
SELL
$143.83 - $166.15 $70,189 - $81,081
-488 Reduced 62.97%
287 $47,000
Q3 2023

Apr 30, 2024
BUY
$149.46 - $161.6 $72,936 - $78,860
488 Added 170.03%
775 $116,000
Q3 2023

Oct 25, 2023
SELL
$149.46 - $161.6 $29,892 - $32,320
-200 Reduced 20.51%
775 $116,000
Q2 2023

Aug 07, 2023
BUY
$147.18 - $156.7 $9,419 - $10,028
64 Added 7.03%
975 $152,000
Q1 2023

Apr 26, 2023
SELL
$138.3 - $151.49 $19,500 - $21,360
-141 Reduced 13.4%
911 $134,000
Q4 2022

Jan 27, 2023
BUY
$126.3 - $146.54 $132,867 - $154,160
1,052 New
1,052 $145,000
Q2 2022

Aug 04, 2022
SELL
$133.43 - $165.9 $21,215 - $26,378
-159 Reduced 11.8%
1,189 $163,000
Q1 2022

Apr 20, 2022
SELL
$150.89 - $174.82 $4,526 - $5,244
-30 Reduced 2.18%
1,348 $220,000
Q4 2021

Jan 21, 2022
BUY
$163.45 - $176.38 $3,432 - $3,703
21 Added 1.55%
1,378 $240,000
Q3 2021

Nov 09, 2021
SELL
$162.95 - $173.13 $93,859 - $99,722
-576 Reduced 29.8%
1,357 $223,000
Q2 2021

Jul 29, 2021
SELL
$157.95 - $166.85 $80,238 - $84,759
-508 Reduced 20.81%
1,933 $321,000
Q1 2021

May 13, 2021
SELL
$148.24 - $158.11 $73,823 - $78,738
-498 Reduced 16.94%
2,441 $381,000
Q4 2020

Feb 16, 2021
BUY
$127.74 - $149.16 $375,427 - $438,381
2,939 New
2,939 $437,000

Others Institutions Holding CRBN

# of Institutions
123
Shares Held
2.49M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR MSCI ACWI LOW CARBO

CRBN Quotes by TradingView
  • Ticker CRBN
  • Sector ETFs
  • Industry ETFs
More about CRBN
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email