Purchases and Sales Made in Q2 2021 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
133K+ 36.68% |
$7.19M - $7.32M
|
497K
$24M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112KNew |
$6.06M - $6.16M
|
112K
$5.43M
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
95.7K+ 12709.03% |
$5.17M - $5.26M
|
96.5K
$4.67M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
71.8KNew |
$3.88M - $3.94M
|
71.8K
$3.47M
|
|
|
Aug 12, 2021
Q2 2021
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
65K+ 43.33% |
$3.51M - $3.57M
|
215K
$10.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 137.71% |
$1.02M - $1.04M
|
32.7K
$1.58M
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.5K+ 35.06% |
$996K - $1.01M
|
71.1K
$3.44M
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
14.9K+ 52.41% |
$803K - $817K
|
43.3K
$2.09M
|
|
|
Aug 23, 2021
Q2 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
14.5KNew |
$781K - $794K
|
14.5K
$700K
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.5K+ 68.2% |
$677K - $688K
|
30.9K
$1.5M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.37K+ 210.28% |
$506K - $514K
|
13.8K
$669K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.15K+ 20.53% |
$494K - $503K
|
53.7K
$2.6M
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.05KNew |
$489K - $497K
|
9.05K
$438K
|
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.99K+ 24.96% |
$269K - $274K
|
25K
$1.21M
|
|
|
May 31, 2023
Q2 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.9KNew |
$265K - $269K
|
4.9K
$237K
|
|
|
Aug 12, 2021
Q2 2021
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.67KNew |
$198K - $201K
|
3.67K
$177K
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.73K+ 165.86% |
$147K - $150K
|
4.37K
$211K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.91K+ 5.94% |
$103K - $105K
|
34K
$1.65M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
1.8K+ 1.08% |
$97.1K - $98.7K
|
168K
$8.12M
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.56K+ 17.1% |
$84.2K - $85.6K
|
10.7K
$516K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45K+ 9.79% |
$78.1K - $79.4K
|
16.2K
$785K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
767New |
$41.4K - $42.1K
|
767
$37.1K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
455+ 11.51% |
$24.6K - $25K
|
4.41K
$213K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
365New |
$19.7K - $20K
|
365
$17.7K
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
311+ 1.85% |
$16.8K - $17.1K
|
17.1K
$830K
|
|
|
Jul 23, 2021
Q2 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
271+ 11.94% |
$14.6K - $14.9K
|
2.54K
$123K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
270New |
$14.6K - $14.8K
|
270
$13.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
217+ 3.03% |
$11.7K - $11.9K
|
7.37K
$357K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
141+ 20.61% |
$7.61K - $7.74K
|
825
$39.9K
|
|
|
Aug 19, 2021
Q2 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
131New |
$7.07K - $7.19K
|
131
$6.34K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
85New |
$4.59K - $4.67K
|
85
$4.11K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
61New |
$3.29K - $3.35K
|
61
$2.95K
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
55+ 9.57% |
$2.97K - $3.02K
|
630
$30.5K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-20- 1.01% |
$1.08K - $1.1K
|
1.97K
$95.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-91Closed |
$4.91K - $5K
|
0
$0
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-672- 2.88% |
$36.3K - $36.9K
|
22.6K
$1.1M
|
|
|
Jul 16, 2021
Q2 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-893- 1.73% |
$48.2K - $49K
|
50.7K
$2.45M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 18.92% |
$139K - $141K
|
11K
$533K
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 23.67% |
$149K - $151K
|
8.87K
$429K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.39K- 15.92% |
$183K - $186K
|
17.9K
$865K
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.41K- 33.62% |
$184K - $187K
|
6.74K
$326K
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.95KClosed |
$213K - $217K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.07KClosed |
$328K - $333K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.89KClosed |
$480K - $488K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.6K- 60.04% |
$732K - $745K
|
9.02K
$437K
|
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-16.8K- 98.17% |
$907K - $922K
|
313
$15.1K
|
|
|
Jul 29, 2021
Q2 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-37.5K- 39.72% |
$2.03M - $2.06M
|
56.9K
$2.75M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-41.8K- 64.23% |
$2.26M - $2.3M
|
23.3K
$1.13M
|