Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
92KNew |
$4.27M - $4.34M
|
92K
$4.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
83.7K+ 40.26% |
$3.88M - $3.95M
|
292K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
82.7K+ 30.08% |
$3.84M - $3.91M
|
358K
$16.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.7K+ 18.76% |
$3.18M - $3.24M
|
435K
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
61.6K+ 6.19% |
$2.85M - $2.91M
|
1.06M
$49.6M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.4K+ 68.97% |
$2.43M - $2.47M
|
128K
$6.03M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.7K+ 17.64% |
$1.38M - $1.4M
|
198K
$9.32M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.2K+ 37.6% |
$1.21M - $1.23M
|
95.7K
$4.5M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.9KNew |
$1.01M - $1.03M
|
21.9K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11K+ 21.97% |
$511K - $521K
|
61.2K
$2.88M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.7K+ 6992.81% |
$496K - $505K
|
10.9K
$510K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.7K+ 6992.81% |
$496K - $505K
|
10.9K
$510K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.84KNew |
$363K - $370K
|
7.84K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.78K+ 10.04% |
$361K - $367K
|
85.3K
$4.01M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
6.35KNew |
$294K - $300K
|
6.35K
$298K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.01K+ 81.47% |
$279K - $284K
|
13.4K
$629K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6KNew |
$278K - $283K
|
6K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.82KNew |
$223K - $227K
|
4.82K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.81K+ 40.4% |
$223K - $227K
|
16.7K
$785K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.07KNew |
$189K - $192K
|
4.07K
$191K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.87KNew |
$133K - $135K
|
2.87K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.44KNew |
$113K - $115K
|
2.44K
$115K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.38K+ 4.5% |
$110K - $112K
|
55.3K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.36KNew |
$110K - $112K
|
2.36K
$111K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.98K+ 66.07% |
$92K - $93.6K
|
4.99K
$234K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.41K+ 9.7% |
$65.2K - $66.4K
|
15.9K
$748K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.39K+ 4.37% |
$64.4K - $65.6K
|
33.2K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.31K+ 21.93% |
$60.6K - $61.7K
|
7.27K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.28K+ 2327.27% |
$59.3K - $60.4K
|
1.34K
$62.7K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.18KNew |
$54.6K - $55.6K
|
1.18K
$55.4K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.13K+ 7.13% |
$52.6K - $53.5K
|
17K
$801K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.07K+ 4.74% |
$49.7K - $50.6K
|
23.7K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.06K+ 7.02% |
$49.1K - $50K
|
16.1K
$758K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1.03KNew |
$47.5K - $48.4K
|
1.03K
$48.2K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
956+ 0.53% |
$44.3K - $45.1K
|
182K
$8.57M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
763New |
$35.4K - $36K
|
763
$35.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
760+ 0.76% |
$35.2K - $35.9K
|
101K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
751New |
$34.8K - $35.4K
|
751
$35.3K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
582+ 7.56% |
$27K - $27.5K
|
8.29K
$389K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
571+ 2.72% |
$26.5K - $27K
|
21.5K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
570+ 6.73% |
$26.4K - $26.9K
|
9.04K
$425K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
493+ 30.32% |
$22.9K - $23.3K
|
2.12K
$99.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
473+ 4.04% |
$21.9K - $22.3K
|
12.2K
$573K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
445+ 8.68% |
$20.6K - $21K
|
5.57K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
318+ 10.51% |
$14.7K - $15K
|
3.35K
$157K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
213+ 2.93% |
$9.87K - $10.1K
|
7.48K
$351K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
194+ 0.5% |
$8.99K - $9.16K
|
39.2K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
185New |
$8.58K - $8.73K
|
185
$8.7K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
127+ 1.01% |
$5.89K - $5.99K
|
12.7K
$599K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
110+ 0.64% |
$5.1K - $5.19K
|
17.4K
$819K
|