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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-224- 2.28% |
$39.2K - $44K
|
9.62K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.25K+ 17.65% |
$219K - $246K
|
8.35K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-204- 7.31% |
$35.7K - $40.1K
|
2.59K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-360- 3.45% |
$63K - $70.7K
|
10.1K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21+ 1.63% |
$3.68K - $4.12K
|
1.31K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.01K+ 8.99% |
$177K - $199K
|
12.3K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
51+ 3.33% |
$8.93K - $10K
|
1.58K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
686New |
$120K - $135K
|
686
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
267+ 23.52% |
$46.7K - $52.4K
|
1.4K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.7KNew |
$298K - $334K
|
1.7K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32- 2.38% |
$5.6K - $6.28K
|
1.31K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-341- 2.38% |
$59.7K - $67K
|
14K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
102+ 36.82% |
$17.9K - $20K
|
379
$75.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-26- 1.87% |
$4.55K - $5.11K
|
1.36K
$272K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.09K+ 5.71% |
$191K - $215K
|
20.2K
$4.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-54- 4.61% |
$9.45K - $10.6K
|
1.12K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
264+ 5.59% |
$46.2K - $51.8K
|
4.99K
$994K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.86KNew |
$501K - $562K
|
2.86K
$571K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
35+ 33.33% |
$6.13K - $6.87K
|
140
$27.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
217+ 5.6% |
$38K - $42.6K
|
4.09K
$815K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.08KNew |
$188K - $211K
|
1.08K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-19- 19.39% |
$3.33K - $3.73K
|
79
$15.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
70New |
$12.3K - $13.7K
|
70
$14K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54- 3.86% |
$9.45K - $10.6K
|
1.34K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35+ 1.65% |
$6.13K - $6.87K
|
2.16K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-637- 12.26% |
$112K - $125K
|
4.56K
$909K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
117+ 8.31% |
$20.5K - $23K
|
1.53K
$304K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
159New |
$27.8K - $31.2K
|
159
$31.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-25- 7.76% |
$4.38K - $4.91K
|
297
$59.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
78+ 3.25% |
$13.7K - $15.3K
|
2.48K
$494K
|
|
| Q2 2024 | |||||||
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
107New |
$18.1K - $19.7K
|
107
$21.3K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
406New |
$68.8K - $74.6K
|
406
$80.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.19K- 48.18% |
$541K - $587K
|
3.43K
$684K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-137- 2.19% |
$23.2K - $25.2K
|
6.12K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
128+ 9.52% |
$21.7K - $23.5K
|
1.47K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
630New |
$107K - $116K
|
630
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.26KNew |
$213K - $231K
|
1.26K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
810+ 0.81% |
$137K - $149K
|
101K
$20.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-80- 0.82% |
$13.6K - $14.7K
|
9.68K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
820+ 22.15% |
$139K - $151K
|
4.52K
$902K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$2.2K - $2.39K
|
13
$2.59K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-19- 3.14% |
$3.22K - $3.49K
|
586
$117K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-528- 24.26% |
$89.5K - $97.1K
|
1.65K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
41New |
$6.95K - $7.54K
|
41
$8.17K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
835+ 668.0% |
$142K - $154K
|
960
$191K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
17+ 0.83% |
$2.88K - $3.13K
|
2.07K
$412K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
110New |
$18.6K - $20.2K
|
110
$21.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
252+ 19.12% |
$42.7K - $46.3K
|
1.57K
$313K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
10.9KNew |
$1.85M - $2M
|
10.9K
$2.17M
|
|