Purchases and Sales Made in Q3 2025 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
5.56K+ 36.12% |
$263K - $269K
|
21K
$1.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 10.27% |
$190K - $194K
|
43.1K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.53K+ 2.41% |
$72.2K - $73.9K
|
64.9K
$3.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.4K+ 5.6% |
$66K - $67.5K
|
26.4K
$1.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
992+ 1358.9% |
$46.8K - $47.9K
|
1.07K
$51.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
829+ 5.28% |
$39.1K - $40K
|
16.5K
$798K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
174+ 12.14% |
$8.21K - $8.4K
|
1.61K
$77.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
170+ 1.52% |
$8.03K - $8.21K
|
11.3K
$547K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10+ 0.28% |
$472 - $483
|
3.54K
$171K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-108- 49.09% |
$5.1K - $5.22K
|
112
$5.41K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-132- 3.03% |
$6.23K - $6.38K
|
4.22K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-206- 13.78% |
$9.73K - $9.95K
|
1.29K
$62.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.17K- 6.88% |
$55K - $56.3K
|
15.8K
$763K
|