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 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
$4.72K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98New |
$4.53K - $4.65K
|
98
$4.63K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86+ 1.96% |
$3.98K - $4.08K
|
4.47K
$211K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
85New |
$3.93K - $4.04K
|
85
$4.01K
|
|
|
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
$771K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9+ 0.13% |
$416 - $427
|
6.89K
$325K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.66% |
$324 - $332
|
1.07K
$50.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.86% |
$139 - $142
|
352
$16.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.25% |
$278 - $285
|
2.37K
$112K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-11- 0.08% |
$509 - $522
|
14K
$663K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-47- 3.11% |
$2.17K - $2.23K
|
1.46K
$69.1K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93- 0.82% |
$4.3K - $4.42K
|
11.2K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-124- 7.67% |
$5.74K - $5.89K
|
1.49K
$70.5K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-156- 9.49% |
$7.22K - $7.41K
|
1.49K
$70.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-157- 9.94% |
$7.26K - $7.45K
|
1.42K
$67.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-174- 2.94% |
$8.05K - $8.26K
|
5.74K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-247- 54.65% |
$11.4K - $11.7K
|
205
$9.68K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-299- 5.15% |
$13.8K - $14.2K
|
5.51K
$260K
|
|
|
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 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-665- 7.0% |
$30.8K - $31.6K
|
8.84K
$417K
|
|
|
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
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-887- 2.74% |
$41K - $42.1K
|
31.5K
$1.49M
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.81K- 22.73% |
$83.5K - $85.7K
|
6.14K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.93K- 12.38% |
$89.4K - $91.7K
|
13.7K
$646K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.99K- 14.42% |
$91.9K - $94.3K
|
11.8K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.13K- 11.0% |
$98.3K - $101K
|
17.2K
$812K
|
|
|
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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.53K- 68.99% |
$117K - $120K
|
1.14K
$53.7K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.81K- 23.17% |
$130K - $133K
|
9.32K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.27K- 37.56% |
$244K - $250K
|
8.76K
$414K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.1K- 30.81% |
$606K - $622K
|
29.4K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.9K- 20.53% |
$1.43M - $1.47M
|
120K
$5.65M
|