Purchases and Sales Made in Q1 2023 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES USD GRE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
931KNew |
$42.7M - $44.3M
|
931K
$43.8M
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
162K+ 2097.53% |
$7.44M - $7.72M
|
170K
$7.99M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.1K+ 95.77% |
$2.89M - $3M
|
129K
$6.06M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
58.2K+ 122.54% |
$2.67M - $2.77M
|
106K
$4.97M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.1K+ 365.79% |
$2.57M - $2.67M
|
71.4K
$3.36M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
21.1K+ 2.41% |
$969K - $1.01M
|
898K
$42.2M
|
|
May 10, 2023
Q1 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
20KNew |
$917K - $952K
|
20K
$940K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.6KNew |
$759K - $789K
|
16.6K
$778K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.8K+ 179.23% |
$494K - $514K
|
16.8K
$790K
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
9.86K+ 20.34% |
$452K - $470K
|
58.3K
$2.74M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.81K+ 144.02% |
$404K - $419K
|
14.9K
$701K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
8.19K+ 121.85% |
$375K - $390K
|
14.9K
$701K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.5K+ 32.85% |
$344K - $357K
|
30.3K
$1.43M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.95KNew |
$319K - $331K
|
6.95K
$327K
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.36K+ 10.13% |
$292K - $303K
|
69.2K
$3.25M
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
5.78K+ 54.58% |
$265K - $275K
|
16.4K
$769K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.08KNew |
$233K - $242K
|
5.08K
$239K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.42KNew |
$203K - $210K
|
4.42K
$208K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.34KNew |
$199K - $207K
|
4.34K
$204K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.3K+ 16.67% |
$197K - $205K
|
30.1K
$1.41M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.46K+ 126.88% |
$159K - $165K
|
6.19K
$291K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.25K+ 3.33% |
$149K - $155K
|
101K
$4.74M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.24KNew |
$149K - $154K
|
3.24K
$152K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.13K+ 4.58% |
$143K - $149K
|
71.3K
$3.35M
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
3.08K+ 30.34% |
$141K - $147K
|
13.2K
$622K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.96K+ 57.57% |
$136K - $141K
|
8.11K
$381K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.72K+ 12.13% |
$125K - $130K
|
25.2K
$1.18M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.5KNew |
$115K - $119K
|
2.5K
$118K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.24K+ 11.86% |
$103K - $107K
|
21.1K
$992K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.07K+ 19.0% |
$95K - $98.7K
|
13K
$610K
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 11.34% |
$80.1K - $83.2K
|
17.2K
$806K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 10.69% |
$62.6K - $65K
|
14.1K
$665K
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
991+ 6.19% |
$45.4K - $47.2K
|
17K
$799K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
648+ 1.36% |
$29.7K - $30.9K
|
48.2K
$2.26M
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
522+ 0.55% |
$23.9K - $24.9K
|
95.6K
$4.49M
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
449+ 9.12% |
$20.6K - $21.4K
|
5.37K
$252K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
439+ 0.26% |
$20.1K - $20.9K
|
171K
$8.02M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
191+ 123.23% |
$8.76K - $9.1K
|
346
$16.3K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
145+ 5.05% |
$6.65K - $6.9K
|
3.02K
$142K
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
125+ 1.56% |
$5.73K - $5.95K
|
8.12K
$382K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
56+ 0.9% |
$2.57K - $2.67K
|
6.29K
$296K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
54+ 0.84% |
$2.48K - $2.57K
|
6.5K
$306K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51New |
$2.34K - $2.43K
|
51
$2.4K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32New |
$1.47K - $1.52K
|
32
$1.5K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
16+ 1.09% |
$733 - $762
|
1.49K
$69.8K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.52% |
$229 - $238
|
962
$45.2K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.31% |
$45.8 - $47.6
|
325
$15.3K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|