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 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
152New |
$6.75K - $7.15K
|
152
$7.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
133New |
$5.91K - $6.26K
|
133
$6.27K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
86+ 1.4% |
$3.82K - $4.05K
|
6.23K
$294K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 0.27% |
$178 - $188
|
1.47K
$69.3K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 1.25% |
$178 - $188
|
324
$15.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2New |
$88.8 - $94.1
|
2
$94.3
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 1.31% |
$88.8 - $94.1
|
155
$7.31K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.02% |
$44.4 - $47.1
|
5.08K
$239K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.78% |
$44.4 - $47.1
|
37
$1.74K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-19- 1.2% |
$844 - $894
|
1.56K
$73.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32- 0.51% |
$1.42K - $1.51K
|
6.27K
$296K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-81- 1.24% |
$3.6K - $3.81K
|
6.45K
$304K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-107- 2.13% |
$4.75K - $5.03K
|
4.92K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-119- 0.91% |
$5.29K - $5.6K
|
13K
$612K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-127- 2.41% |
$5.64K - $5.98K
|
5.15K
$242K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-255- 1.63% |
$11.3K - $12K
|
15.4K
$726K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-256Closed |
$11.4K - $12K
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-270- 0.66% |
$12K - $12.7K
|
40.9K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-353- 1.55% |
$15.7K - $16.6K
|
22.4K
$1.06M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-523- 50.19% |
$23.2K - $24.6K
|
519
$24.5K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-606- 15.53% |
$26.9K - $28.5K
|
3.3K
$155K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-730- 21.12% |
$32.4K - $34.3K
|
2.73K
$129K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-730- 86.9% |
$32.4K - $34.3K
|
110
$5.18K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.81K- 1.87% |
$80.6K - $85.3K
|
95K
$4.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.88K- 21.84% |
$83.4K - $88.3K
|
6.72K
$317K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.47K- 3.66% |
$109K - $116K
|
65K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3K- 3.33% |
$133K - $141K
|
87.2K
$4.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.97K- 33.54% |
$221K - $234K
|
9.85K
$464K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.25K- 29.13% |
$233K - $247K
|
12.8K
$602K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.3K- 18.57% |
$989K - $1.05M
|
97.6K
$4.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.2K- 50.37% |
$1.03M - $1.09M
|
22.8K
$1.08M
|