Latest Institutional Purchases of Ishares Tr Msci Acwi Low Carbo (CRBN)
This list provides information on the latest institutional transactions involving Ishares Tr Msci Acwi Low Carbo (CRBN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.85KNew |
$485K - $603K
|
2.85K
$651K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.47KNew |
$250K - $311K
|
1.47K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.11KNew |
$189K - $235K
|
1.11K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.02KNew |
$174K - $216K
|
1.02K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
735New |
$125K - $156K
|
735
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
569+ 70.68% |
$96.8K - $121K
|
1.37K
$314K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
408+ 3.35% |
$69.4K - $86.4K
|
12.6K
$2.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
400New |
$68.1K - $84.7K
|
400
$91.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
335+ 92.8% |
$57K - $71K
|
696
$159K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
265New |
$45.1K - $56.1K
|
265
$60.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
225New |
$38.3K - $47.7K
|
225
$51.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
100New |
$17K - $21.2K
|
100
$22.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
65New |
$11.1K - $13.8K
|
65
$14.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
57+ 3.63% |
$9.7K - $12.1K
|
1.63K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25+ 2.48% |
$4.26K - $5.3K
|
1.03K
$236K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
19+ 0.83% |
$3.23K - $4.02K
|
2.3K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
17+ 0.81% |
$2.89K - $3.6K
|
2.11K
$481K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
6New |
$1.02K - $1.27K
|
6
$1.37K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2New |
$340 - $424
|
2
$457
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.89% |
$170 - $212
|
113
$25.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
262New |
$49.6K - $53.5K
|
262
$59.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
49New |
$9.28K - $10K
|
49
$11.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
18New |
$3.41K - $3.67K
|
18
$4.11K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$2.84K - $3.06K
|
15
$3.43K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8+ 9.64% |
$1.52K - $1.63K
|
91
$20.8K
|
|
| Q4 2024 | |||||||
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.19KNew |
$229K - $241K
|
1.19K
$272K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
238New |
$45.9K - $48.3K
|
238
$54.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
54New |
$10.4K - $11K
|
54
$12.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
28+ 1.14% |
$5.4K - $5.69K
|
2.49K
$569K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$964 - $1.02K
|
5
$1.14K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 3.57% |
$193 - $203
|
29
$6.63K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.86KNew |
$501K - $562K
|
2.86K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.7KNew |
$298K - $334K
|
1.7K
$388K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.08KNew |
$188K - $211K
|
1.08K
$246K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
159New |
$27.8K - $31.2K
|
159
$36.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35+ 1.65% |
$6.13K - $6.87K
|
2.16K
$492K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
10.9KNew |
$1.85M - $2M
|
10.9K
$2.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
835+ 668.0% |
$142K - $154K
|
960
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
820+ 22.15% |
$139K - $151K
|
4.52K
$1.03M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
406New |
$68.8K - $74.6K
|
406
$92.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
41New |
$6.95K - $7.54K
|
41
$9.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$2.2K - $2.39K
|
13
$2.97K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.11KNew |
$344K - $380K
|
2.11K
$483K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.3KNew |
$211K - $234K
|
1.3K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.12KNew |
$182K - $201K
|
1.12K
$255K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
480New |
$78K - $86.2K
|
480
$110K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$3.25K - $3.59K
|
20
$4.57K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9+ 0.44% |
$1.46K - $1.62K
|
2.08K
$474K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
760New |
$109K - $126K
|
760
$174K
|
|