Purchases and Sales Made in Q1 2025 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
22.8K+ 136.74% |
$1.06M - $1.08M
|
39.5K
$1.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8.09KNew |
$374K - $384K
|
8.09K
$382K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
6.67K+ 11.28% |
$308K - $317K
|
65.8K
$3.11M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.1KNew |
$143K - $147K
|
3.1K
$146K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.45K+ 12.07% |
$113K - $116K
|
22.8K
$1.08M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.38KNew |
$110K - $113K
|
2.38K
$112K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.16K+ 34.31% |
$100K - $103K
|
8.47K
$400K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.11K+ 2.34% |
$97.7K - $100K
|
92.3K
$4.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.54K+ 2.66% |
$71.1K - $72.9K
|
59.3K
$2.8M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.38K+ 8.43% |
$63.7K - $65.4K
|
17.7K
$837K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.24K+ 5.56% |
$57.1K - $58.6K
|
23.4K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.13K+ 7.69% |
$52.4K - $53.7K
|
15.8K
$749K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
818+ 2.21% |
$37.8K - $38.8K
|
37.8K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
656+ 4.35% |
$30.3K - $31.1K
|
15.8K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
193+ 4.28% |
$8.93K - $9.16K
|
4.7K
$222K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
154+ 4.67% |
$7.12K - $7.31K
|
3.45K
$163K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
118+ 2.3% |
$5.46K - $5.6K
|
5.24K
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
117+ 2.2% |
$5.41K - $5.56K
|
5.44K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.63K - $4.75K
|
100
$4.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98New |
$4.53K - $4.65K
|
98
$4.63K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
74+ 0.71% |
$3.42K - $3.51K
|
10.5K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
72+ 30.13% |
$3.33K - $3.42K
|
311
$14.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
59+ 36.65% |
$2.73K - $2.8K
|
220
$10.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
52+ 162.5% |
$2.41K - $2.47K
|
84
$3.97K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
44+ 0.23% |
$2.04K - $2.09K
|
19.5K
$920K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
27+ 1.14% |
$1.25K - $1.28K
|
2.4K
$113K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27+ 0.17% |
$1.25K - $1.28K
|
16.3K
$772K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.66% |
$324 - $332
|
1.07K
$50.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.86% |
$139 - $142
|
352
$16.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.25% |
$278 - $285
|
2.37K
$112K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-47- 3.11% |
$2.17K - $2.23K
|
1.46K
$69.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-124- 7.67% |
$5.74K - $5.89K
|
1.49K
$70.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-174- 2.94% |
$8.05K - $8.26K
|
5.74K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-316- 72.64% |
$14.6K - $15K
|
119
$5.62K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-562- 8.63% |
$26K - $26.7K
|
5.95K
$281K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-752- 2.36% |
$34.8K - $35.7K
|
31.1K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-815- 6.81% |
$37.7K - $38.7K
|
11.1K
$527K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.48K- 11.32% |
$68.6K - $70.5K
|
11.6K
$549K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.63K- 6.07% |
$75.4K - $77.3K
|
25.2K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.99K- 14.42% |
$91.9K - $94.3K
|
11.8K
$557K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.31K- 13.6% |
$107K - $110K
|
14.7K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.33K- 0.36% |
$108K - $111K
|
637K
$30.1M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.81K- 23.17% |
$130K - $133K
|
9.32K
$441K
|