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 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
53+ 17.15% |
$7.62K - $8.81K
|
362
$82.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
7New |
$1.01K - $1.16K
|
7
$1.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.68% |
$144 - $166
|
148
$33.8K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.75KNew |
$262K - $283K
|
1.75K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
248+ 90.18% |
$37.1K - $40.1K
|
523
$119K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
74New |
$11.1K - $12K
|
74
$16.9K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.33KNew |
$196K - $209K
|
1.33K
$305K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
230+ 109.52% |
$33.9K - $36K
|
440
$101K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
230+ 109.52% |
$33.9K - $36K
|
440
$101K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
140New |
$20.6K - $21.9K
|
140
$32K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
11.5KNew |
$1.59M - $1.74M
|
11.5K
$2.63M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
390+ 6.47% |
$53.9K - $59.1K
|
6.42K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
390+ 6.47% |
$53.9K - $59.1K
|
6.42K
$1.47M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 542.86% |
$5.26K - $5.76K
|
45
$10.3K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
10.5KNew |
$1.33M - $1.54M
|
10.5K
$2.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
727+ 3.79% |
$91.8K - $107K
|
19.9K
$4.55M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
363New |
$45.8K - $53.2K
|
363
$82.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
212New |
$26.8K - $31.1K
|
212
$48.4K
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
184New |
$23.2K - $27K
|
184
$42K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
122New |
$15.4K - $17.9K
|
122
$27.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
70New |
$8.84K - $10.3K
|
70
$16K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10New |
$1.26K - $1.47K
|
10
$2.28K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1New |
$126 - $147
|
1
$228
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
50New |
$6.33K - $7.57K
|
50
$11.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
29+ 1.57% |
$3.67K - $4.39K
|
1.87K
$427K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
7.33KNew |
$978K - $1.22M
|
7.33K
$1.67M
|
|
|
Jul 19, 2022
Q2 2022
|
Northland Capital Management LLC
|
BUY
|
- |
2.95K+ 10.82% |
$393K - $489K
|
30.2K
$6.89M
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
386New |
$51.5K - $64K
|
386
$88.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
120New |
$16K - $19.9K
|
120
$27.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 1.07% |
$1.47K - $1.82K
|
1.04K
$236K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9New |
$1.2K - $1.49K
|
9
$2.06K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$534 - $664
|
4
$914
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
3+ 0.41% |
$400 - $498
|
738
$169K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
3+ 0.41% |
$400 - $498
|
738
$169K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.08% |
$267 - $332
|
2.55K
$583K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$133 - $166
|
55
$12.6K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
62New |
$9.36K - $10.8K
|
62
$14.2K
|
|
| Q4 2021 | |||||||
|
Aug 13, 2025
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
11KNew |
$1.8M - $1.94M
|
11K
$2.51M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
249New |
$40.7K - $43.9K
|
249
$56.9K
|
|
| Q3 2021 | |||||||
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
350New |
$57K - $60.6K
|
350
$80K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1New |
$163 - $173
|
1
$228
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
152New |
$24K - $25.4K
|
152
$34.7K
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
100New |
$15.8K - $16.7K
|
100
$22.8K
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25.2K+ 663.64% |
$3.74M - $3.99M
|
29K
$6.64M
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32New |
$4.74K - $5.06K
|
32
$7.31K
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
28New |
$2.5K - $3.75K
|
28
$6.4K
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
10KNew |
$1.17M - $1.3M
|
10K
$2.28M
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Westside Investment Management, Inc.
|
BUY
|
- |
300New |
$29.7K - $36.2K
|
300
$68.5K
|
|
| Q2 2018 | |||||||
|
Mar 24, 2023
Q2 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
35+ 33.98% |
$3.99K - $4.21K
|
138
$31.5K
|
|