Fermata Advisors, LLC Ishares Trust Ishares Usd Gre Transaction History

Fermata Advisors, LLC

$335 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	SELL	$46.26 - $47.48 $25,998 - $26,683	-562 Reduced 8.63%	5,947 $280,000
Q4 2024 Jan 14, 2025	BUY	$46.52 - $48.32 $302,798 - $314,514	6,509 New	6,509 $303,000

Others Institutions Holding BGRN

# of Institutions

125

Shares Held

7.24M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.31M
Shares

$62.4 Million
0.13% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

1.06M
Shares

$50.6 Million
0.15% of portfolio
Personal Capital Advisors Corp

906K
Shares

$43.1 Million
0.2% of portfolio
Mercer Global Advisors Inc Denver, CO

748K
Shares

$35.6 Million
0.07% of portfolio
Envestnet Asset Management Inc

660K
Shares

$31.4 Million
0.01% of portfolio

About ISHARES TRUST ISHARES USD GRE

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