Purchases and Sales Made in Q4 2022 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
67.3K+ 8.31% |
$2.99M - $3.17M
|
877K
$41.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
62.8KNew |
$2.79M - $2.95M
|
62.8K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.2K+ 405.56% |
$1.83M - $1.94M
|
51.4K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
31.4K+ 3.59% |
$1.39M - $1.48M
|
906K
$42.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16.7K+ 53.36% |
$742K - $786K
|
48K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
14.6KNew |
$649K - $688K
|
14.6K
$689K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
13.4KNew |
$597K - $632K
|
13.4K
$633K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$581K - $616K
|
13.1K
$617K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.9K+ 37.13% |
$571K - $605K
|
47.5K
$2.24M
|
|
|
Feb 01, 2023
Q4 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
10.5KNew |
$468K - $495K
|
10.5K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.53KNew |
$423K - $448K
|
9.53K
$449K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.09K+ 45.68% |
$359K - $380K
|
25.8K
$1.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
7.73KNew |
$343K - $364K
|
7.73K
$364K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.39K+ 12.63% |
$328K - $348K
|
65.9K
$3.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
7.26K+ 197.79% |
$322K - $341K
|
10.9K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.49K+ 3.97% |
$288K - $305K
|
170K
$8.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.25K+ 86.99% |
$278K - $294K
|
13.4K
$633K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.12KNew |
$272K - $288K
|
6.12K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.02KNew |
$267K - $283K
|
6.02K
$284K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.6K+ 13.35% |
$249K - $263K
|
47.5K
$2.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
5.31KNew |
$236K - $250K
|
5.31K
$250K
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.13KNew |
$228K - $241K
|
5.13K
$242K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
5.12K+ 102.4% |
$227K - $241K
|
10.1K
$477K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.98KNew |
$221K - $234K
|
4.98K
$234K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.52KNew |
$201K - $213K
|
4.52K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.43K+ 13.26% |
$108K - $114K
|
20.7K
$977K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.97K+ 11.65% |
$87.5K - $92.6K
|
18.9K
$889K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.95K+ 4.19% |
$86.6K - $91.7K
|
48.5K
$2.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.93K+ 21.55% |
$85.9K - $91K
|
10.9K
$514K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.74K+ 87.82% |
$77.2K - $81.7K
|
3.72K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.65K+ 19.34% |
$73.2K - $77.5K
|
10.2K
$479K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.46K+ 10.49% |
$64.7K - $68.5K
|
15.3K
$723K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.18K+ 99.33% |
$52.4K - $55.5K
|
2.37K
$112K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.11KNew |
$49.4K - $52.3K
|
1.11K
$52.4K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.1KNew |
$48.9K - $51.8K
|
1.1K
$51.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
903New |
$40.1K - $42.5K
|
903
$42.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
740New |
$32.9K - $34.8K
|
740
$34.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
632+ 2.53% |
$28.1K - $29.7K
|
25.6K
$1.21M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
600New |
$26.7K - $28.2K
|
600
$28.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
563New |
$25K - $26.5K
|
563
$26.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
553+ 7.43% |
$24.6K - $26K
|
8K
$377K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$22.2K - $23.5K
|
500
$23.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
421+ 7.38% |
$18.7K - $19.8K
|
6.12K
$289K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
355+ 14.12% |
$15.8K - $16.7K
|
2.87K
$135K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
288+ 2.8% |
$12.8K - $13.6K
|
10.6K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
248+ 0.36% |
$11K - $11.7K
|
68.2K
$3.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
203+ 1.29% |
$9.02K - $9.55K
|
16K
$754K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
188+ 24.45% |
$8.35K - $8.85K
|
957
$45.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
175New |
$7.77K - $8.23K
|
175
$8.25K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
159+ 0.99% |
$7.06K - $7.48K
|
16.3K
$766K
|