Latest Institutional Transactions on Ishares Tr Msci Acwi Low Carbo (CRBN)
This table provides information on the latest institutional transactions involving Ishares Tr Msci Acwi Low Carbo (CRBN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-223- 4.04% |
$43K - $45.3K
|
5.3K
$1.06M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 3.57% |
$193 - $203
|
29
$5.81K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
49New |
$9.44K - $9.95K
|
49
$9.82K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8- 2.11% |
$1.54K - $1.62K
|
371
$74.3K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.19KNew |
$229K - $241K
|
1.19K
$238K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-39- 42.86% |
$7.52K - $7.92K
|
52
$10.4K
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
119+ 2.77% |
$22.9K - $24.2K
|
4.42K
$886K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.56K+ 6.72% |
$301K - $317K
|
24.8K
$4.97M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 6.28% |
$2.31K - $2.44K
|
179
$35.9K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
200+ 2.09% |
$38.5K - $40.6K
|
9.79K
$1.96M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
63+ 0.81% |
$12.1K - $12.8K
|
7.83K
$1.57M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
26+ 1.16% |
$5.01K - $5.28K
|
2.28K
$456K
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
28+ 1.14% |
$5.4K - $5.69K
|
2.49K
$499K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
5.86K+ 5.87% |
$1.13M - $1.19M
|
106K
$21.2M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-441- 22.43% |
$85K - $89.5K
|
1.53K
$306K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 0.95% |
$2.12K - $2.23K
|
1.17K
$235K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
823+ 74.28% |
$159K - $167K
|
1.93K
$387K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.23K- 20.69% |
$236K - $249K
|
4.7K
$941K
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
230+ 3.47% |
$44.3K - $46.7K
|
6.87K
$1.38M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 2.52% |
$2.89K - $3.05K
|
610
$122K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-378- 9.55% |
$72.8K - $76.8K
|
3.58K
$717K
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
110+ 2.97% |
$21.2K - $22.3K
|
3.82K
$765K
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-405- 2.26% |
$78K - $82.2K
|
17.5K
$3.51M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.25K+ 12.9% |
$1.44M - $1.62M
|
72.2K
$14.5M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-342- 15.51% |
$59.9K - $67.2K
|
1.86K
$373K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
18.4KNew |
$3.23M - $3.62M
|
18.4K
$3.7M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44+ 1.59% |
$7.7K - $8.64K
|
2.81K
$564K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.77K+ 87.89% |
$659K - $740K
|
8.05K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.02K- 22.22% |
$178K - $200K
|
3.57K
$714K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.1K- 3.74% |
$192K - $215K
|
28.2K
$5.65M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
24.8K+ 1.96% |
$4.35M - $4.88M
|
1.29M
$258M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
445+ 10.16% |
$77.9K - $87.4K
|
4.83K
$967K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-65- 0.61% |
$11.4K - $12.8K
|
10.6K
$2.12M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.04K- 5.93% |
$531K - $596K
|
48.1K
$9.65M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.92K- 4.81% |
$1.74M - $1.95M
|
196K
$39.3M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.53K+ 81.9% |
$1.14M - $1.28M
|
14.5K
$2.91M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.52K- 3.52% |
$440K - $494K
|
68.9K
$13.8M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
150+ 22.9% |
$26.3K - $29.5K
|
805
$161K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.2KNew |
$2.13M - $2.39M
|
12.2K
$2.44M
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
865+ 4.36% |
$151K - $170K
|
20.7K
$4.15M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7K+ 173.3% |
$3.98M - $4.46M
|
35.8K
$7.18M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-158- 1.24% |
$27.7K - $31K
|
12.6K
$2.53M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.06K+ 4.91% |
$1.06M - $1.19M
|
129K
$25.9M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-64- 1.03% |
$11.2K - $12.6K
|
6.15K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.15KNew |
$201K - $226K
|
1.15K
$231K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14K- 95.78% |
$2.45M - $2.75M
|
617
$124K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
193+ 14.79% |
$33.8K - $37.9K
|
1.5K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71- 0.76% |
$12.4K - $13.9K
|
9.22K
$1.85M
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
602+ 22.97% |
$105K - $118K
|
3.22K
$646K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-69- 0.27% |
$12.1K - $13.6K
|
25.8K
$5.17M
|