Who owns BLACKROCK US CARBON TRANSITION?

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Analyze quarterly positions in Blackrock Us Carbon Transition with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Blackrock Us Carbon Transition stock

Who bought or sold BLACKROCK US CARBON TRANSITION this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Envestnet Portfolio Solutions 1.9M $98M 100% Dec 2023
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Credit Suisse 1.6M $83M 36% Dec 2023
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Factory Mutual Insurance Company 1.1M $61M -50% Mar 2024
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CWM 668k $38M -11% Mar 2024
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Jpmorgan Chase & Co 649k $34M 23% Dec 2023
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Advisor Group Holdings 514k $27M -9% Dec 2023
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Park Avenue Securities 506k $29M -1% Mar 2024
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One Wealth Advisors 199k $11M 23% Mar 2024
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Atria Wealth Solutions 158k $8.2M 31% Dec 2023
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United Capital Financial Advisers 95k $5.0M 100% Dec 2023
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Janney Montgomery Scott 92k $4.8M 54% Dec 2023
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Assetmark 91k $4.7M 28% Dec 2023
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Horst & Graben Wealth Management 82k $4.3M 41% Dec 2023
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Royal Bank of Canada 77k $4.0M 74% Dec 2023
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Sharkey, Howes & Javer 77k $4.4M -5% Mar 2024
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Advisory Services Network 76k $4.0M 4% Dec 2023
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Financial Gravity Wealth 72k $309k 0% Dec 2023
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Wealthsource Partners 69k $3.6M 18% Dec 2023
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Steward Partners Investment Advisory 61k $3.2M 31% Dec 2023
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SigFig Wealth Management 51k $2.7M 24% Dec 2023
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TCWP 49k $2.5M 14% Dec 2023
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We Are One Seven 49k $2.5M 100% Dec 2023
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Cambridge Investment Research Advisors 47k $2.5M 29% Dec 2023
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Bank of New York Mellon 47k $2.4M 25% Dec 2023
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HPM Partners 46k $2.4M 282% Dec 2023
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Wealth Alliance 40k $2.1M 13% Dec 2023
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Dfpg Investments 39k $2.0M 1% Dec 2023
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Austin Private Wealth 35k $2.0M 6% Mar 2024
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Commonwealth Equity Services 31k $1.6M 21% Dec 2023
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MA Private Wealth 30k $1.6M 371% Dec 2023
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Snowden Capital Advisors 26k $1.4M 12% Dec 2023
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AE Wealth Management 24k $1.3M 17% Dec 2023
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Pensionmark Financial Group 23k $1.2M 35% Dec 2023
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Orion Portfolio Solutions 22k $1.1M 30% Dec 2023
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Strategic Blueprint 21k $1.1M 30% Dec 2023
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One Wealth Management Investment & Advisory Services 21k $1.1M 100% Dec 2023
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Townsquare Capital 21k $1.1M 19% Dec 2023
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Keystone Financial Services 21k $1.1M 36% Dec 2023
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Stratos Wealth Advisors 20k $1.2M -3% Mar 2024
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H D Vest Advisory Services 19k $970k 21% Dec 2023
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Concurrent Investment Advisors 16k $842k 100% Dec 2023
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Perigon Wealth Management 15k $807k 120% Dec 2023
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Dohj 15k $839k 2% Mar 2024
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West Wealth Group 15k $761k 16% Dec 2023
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National Asset Management 15k $759k -26% Dec 2023
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FTB Advisors 14k $744k 13% Dec 2023
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Venturi Wealth Management 14k $719k 38% Dec 2023
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Patriot Financial Group Insurance Agency 13k $699k 52% Dec 2023
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Goodwin Investment Advisory 12k $638k -29% Dec 2023
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Proequities 12k $637M 373% Dec 2023
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Buttonwood Financial Group 12k $680k 30% Mar 2024
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Farther Finance Advisors 12k $610k 17% Dec 2023
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UBS Group 9.9k $519k 75% Dec 2023
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Wagner Bowman Management 9.7k $559k 6% Mar 2024
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Mutual Advisors 9.7k $507k 100% Dec 2023
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Acorn Financial Advisory Services 8.7k $454k 100% Dec 2023
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Spectrum Planning & Advisory Services 8.3k $437k 70% Dec 2023
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Goldman Sachs Group 8.3k $437k -1% Dec 2023
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Beacon Financial 8.3k $433k 29% Dec 2023
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Apollon Wealth Management 8.2k $429k 100% Dec 2023
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CoreCap Advisors 7.8k $408k -5% Dec 2023
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Centurion Wealth Management 7.7k $404k 100% Dec 2023
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Spire Wealth Management 7.5k $397k 86% Dec 2023
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Harbour Investments 7.4k $389k 89% Dec 2023
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Transcend Wealth Collective 7.0k $366k 12% Dec 2023
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U.S. Capital Wealth Advisors 6.9k $359k 31% Dec 2023
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Kestra Private Wealth Services 6.9k $359k 24% Dec 2023
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Hoxton Planning & Management 6.4k $370k -4% Mar 2024
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JB Capital 6.2k $326k 27% Dec 2023
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Claro Advisors 6.2k $355k 100% Mar 2024
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Wedbush Morgan Securities 5.8k $305k -5% Dec 2023
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Lincoln National 5.7k $298k -2% Dec 2023
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Creative Financial Designs 5.7k $296k 88% Dec 2023
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RCS Financial Planning 5.3k $275k 17% Dec 2023
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High Falls Advisors 5.2k $272k 100% Dec 2023
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Capital Analysts 5.1k $267k 23% Dec 2023
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Bp Wealth Management 5.1k $267k -16% Dec 2023
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Change Path 5.0k $264k 10% Dec 2023
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Insight Wealth Strategies 5.0k $289k 0% Mar 2024
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My Legacy Advisors 4.8k $254k 100% Dec 2023
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JFS Wealth Advisors 4.8k $251k 100% Dec 2023
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Sugarloaf Wealth Management 4.7k $246k 0% Dec 2023
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Axxcess Wealth Management 3.8k $201k 100% Dec 2023
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Williams Financial 3.6k $204k 100% Mar 2024
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EverSource Wealth Advisors 2.7k $141k 10% Dec 2023
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AdvisorNet Financial 2.4k $136k 1% Mar 2024
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Oliver Lagore Vanvalin Investment Group 2.3k $121k 29% Dec 2023
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LGT Financial Advisors 2.2k $113k 1% Dec 2023
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Pnc Financial Services 1.9k $99k 28% Dec 2023
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ORG Partners 1.5k $80k 53% Dec 2023
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Bourgeon Capital Management 1.1k $59k 11% Dec 2023
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Bank Of Montreal 897.00 $47k 176% Dec 2023
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Principal Securities 711.00 $37k 100% Dec 2023
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NBT Bank 539.00 $28k 100% Dec 2023
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Aspire Private Capital 511.00 $29k -3% Mar 2024
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Hollencrest Securities 500.00 $26k 0% Dec 2023
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Barrett & Company 445.00 $26k 0% Mar 2024
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Milestone Investment Advisors 333.00 $17k 0% Dec 2023
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Hanson McClain Advisors 319.00 $17k -2% Dec 2023
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Archer Investment Corp 227.00 $12k 0% Dec 2023
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Bank of America Corporation 150.00 $7.9k 100% Dec 2023
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PSI Advisors 140.00 $7.3k 40% Dec 2023
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GPS Wealth Strategies Group 136.00 $7.1k 0% Dec 2023
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Mather Group 91.00 $4.8k 100% Mar 2024
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D. J. St. Germain 85.00 $4.4k 0% Dec 2023
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Tyler-Stone Wealth Management 75.00 $3.9k 0% Dec 2023
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Who sold out of Blackrock Us Carbon Transition?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Sep 2023 18k $852k
Sowell Financial Services Sep 2023 12k $542k
Raymond James Financial Services Advisors Sep 2023 11k $508k
Beacon Pointe Advisors Sep 2023 5.6k $262k
Capital Asset Advisory Services Dec 2023 3.8k $201k
Buck Wealth Strategies Sep 2023 79.00 $3.7k