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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 3.57% |
$193 - $203
|
29
$5.9K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.53K+ 81.9% |
$1.14M - $1.28M
|
14.5K
$2.95M
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.86KNew |
$501K - $562K
|
2.86K
$582K
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.7KNew |
$298K - $334K
|
1.7K
$346K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.08KNew |
$188K - $211K
|
1.08K
$219K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
267+ 23.52% |
$46.7K - $52.4K
|
1.4K
$285K
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
264+ 5.59% |
$46.2K - $51.8K
|
4.99K
$1.01M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
159New |
$27.8K - $31.2K
|
159
$32.3K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
150+ 22.9% |
$26.3K - $29.5K
|
805
$164K
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
35+ 33.33% |
$6.13K - $6.87K
|
140
$28.5K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35+ 1.65% |
$6.13K - $6.87K
|
2.16K
$438K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21+ 1.63% |
$3.68K - $4.12K
|
1.31K
$266K
|
|
Q2 2024 | |||||||
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
10.9KNew |
$1.85M - $2M
|
10.9K
$2.22M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.26KNew |
$213K - $231K
|
1.26K
$255K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
835+ 668.0% |
$142K - $154K
|
960
$195K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
820+ 22.15% |
$139K - $151K
|
4.52K
$920K
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
630New |
$107K - $116K
|
630
$128K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
406New |
$68.8K - $74.6K
|
406
$82.6K
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
107New |
$18.1K - $19.7K
|
107
$21.8K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
41New |
$6.95K - $7.54K
|
41
$8.34K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13New |
$2.2K - $2.39K
|
13
$2.64K
|
|
Q1 2024 | |||||||
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
2.11KNew |
$344K - $380K
|
2.11K
$430K
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.39KNew |
$226K - $249K
|
1.39K
$282K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.3KNew |
$211K - $234K
|
1.3K
$264K
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.12KNew |
$182K - $201K
|
1.12K
$228K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.12KNew |
$182K - $201K
|
1.12K
$227K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
480New |
$78K - $86.2K
|
480
$97.6K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
20New |
$3.25K - $3.59K
|
20
$4.07K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
9+ 0.44% |
$1.46K - $1.62K
|
2.08K
$422K
|
|
Q4 2023 | |||||||
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
760New |
$109K - $126K
|
760
$155K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60New |
$8.63K - $9.97K
|
60
$12.2K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
53+ 17.15% |
$7.62K - $8.81K
|
362
$73.6K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$1.01K - $1.16K
|
7
$1.42K
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.68% |
$144 - $166
|
148
$30.1K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$499K - $539K
|
3.34K
$679K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.75KNew |
$262K - $283K
|
1.75K
$356K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
262New |
$39.2K - $42.3K
|
262
$53.3K
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
248+ 90.18% |
$37.1K - $40.1K
|
523
$106K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
74New |
$11.1K - $12K
|
74
$15K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.33KNew |
$196K - $209K
|
1.33K
$271K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
230+ 109.52% |
$33.9K - $36K
|
440
$89.5K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
230+ 109.52% |
$33.9K - $36K
|
440
$89.5K
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
140New |
$20.6K - $21.9K
|
140
$28.5K
|
|
Q1 2023 | |||||||
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
11.5KNew |
$1.59M - $1.74M
|
11.5K
$2.34M
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
390+ 6.47% |
$53.9K - $59.1K
|
6.42K
$1.3M
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
390+ 6.47% |
$53.9K - $59.1K
|
6.42K
$1.3M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
56New |
$7.74K - $8.48K
|
56
$11.4K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 542.86% |
$5.26K - $5.76K
|
45
$9.15K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31New |
$4.29K - $4.7K
|
31
$6.3K
|