Purchases and Sales Made in Q4 2024 in Ishares Tr Msci Acwi Low Carbo (CRBN)
This table provides information about the institutional ownership of Ishares Tr Msci Acwi Low Carbo (CRBN) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI ACWI LOW CARBO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
103KNew |
$19.9M - $20.9M
|
103K
$20.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.9K+ 146.3% |
$3.46M - $3.64M
|
30.2K
$6.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.14K+ 113.47% |
$1.76M - $1.86M
|
17.2K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
9.07K+ 0.7% |
$1.75M - $1.84M
|
1.3M
$264M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
5.86K+ 5.87% |
$1.13M - $1.19M
|
106K
$21.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.82KNew |
$736K - $775K
|
3.82K
$776K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.61K+ 26.12% |
$310K - $326K
|
7.76K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.56K+ 6.72% |
$301K - $317K
|
24.8K
$5.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.52KNew |
$293K - $309K
|
1.52K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.2KNew |
$231K - $243K
|
1.2K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.19KNew |
$229K - $241K
|
1.19K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
1.17K+ 1.16% |
$226K - $238K
|
102K
$20.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.06KNew |
$204K - $215K
|
1.06K
$215K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05K+ 152.33% |
$201K - $212K
|
1.73K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
823+ 74.28% |
$159K - $167K
|
1.93K
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
704+ 5.02% |
$136K - $143K
|
14.7K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
697+ 46.53% |
$134K - $142K
|
2.2K
$446K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
691+ 37.09% |
$133K - $140K
|
2.55K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
663+ 13.74% |
$128K - $135K
|
5.49K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
650+ 3.21% |
$125K - $132K
|
20.9K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
584+ 0.81% |
$113K - $119K
|
72.8K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
563+ 5.81% |
$108K - $114K
|
10.2K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
391+ 558.57% |
$75.3K - $79.4K
|
461
$93.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
317+ 5.18% |
$61.1K - $64.4K
|
6.44K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
302+ 3.62% |
$58.2K - $61.3K
|
8.66K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
230+ 3.47% |
$44.3K - $46.7K
|
6.87K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
225+ 13.11% |
$43.4K - $45.7K
|
1.94K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
201+ 7.15% |
$38.7K - $40.8K
|
3.01K
$613K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
200+ 2.09% |
$38.5K - $40.6K
|
9.79K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
170New |
$32.8K - $34.5K
|
170
$34.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
119+ 2.77% |
$22.9K - $24.2K
|
4.42K
$899K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
110+ 2.97% |
$21.2K - $22.3K
|
3.82K
$776K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
63+ 0.81% |
$12.1K - $12.8K
|
7.83K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 2.16% |
$10.8K - $11.4K
|
2.64K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
54New |
$10.4K - $11K
|
54
$11K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
49New |
$9.44K - $9.95K
|
49
$9.96K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37+ 0.81% |
$7.13K - $7.51K
|
4.6K
$935K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
28+ 1.14% |
$5.4K - $5.69K
|
2.49K
$507K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
26+ 1.16% |
$5.01K - $5.28K
|
2.28K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
25New |
$4.82K - $5.08K
|
25
$5.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
24+ 1.16% |
$4.63K - $4.87K
|
2.09K
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23New |
$4.43K - $4.67K
|
23
$4.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19+ 0.38% |
$3.66K - $3.86K
|
5.01K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 2.52% |
$2.89K - $3.05K
|
610
$124K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11+ 0.95% |
$2.12K - $2.23K
|
1.17K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
11+ 0.34% |
$2.12K - $2.23K
|
3.23K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
10New |
$1.93K - $2.03K
|
10
$2.03K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.54% |
$1.54K - $1.62K
|
1.48K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5New |
$964 - $1.02K
|
5
$1.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 1.82% |
$385 - $406
|
112
$22.8K
|