Laurel Wealth Planning LLC Ishares Trust Ishares Usd Gre Transaction History

Laurel Wealth Planning LLC

  • $153 Million
  • Q3 2024

A detailed history of Laurel Wealth Planning LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 55,721 shares of BGRN stock, worth $2.65 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
55,721
Previous 56,507 1.39%
Holding current value
$2.65 Million
Previous $2.63 Million 2.43%
% of portfolio
1.76%
Previous 1.83%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$46.29 - $48.52 $36,383 - $38,136
-786 Reduced 1.39%
55,721 $2.69 Million
Q2 2024

Jul 25, 2024
BUY
$45.82 - $46.9 $56,816 - $58,156
1,240 Added 2.24%
56,507 $2.63 Million
Q1 2024

Apr 22, 2024
BUY
$46.36 - $47.2 $110,336 - $112,336
2,380 Added 4.5%
55,267 $2.59 Million
Q4 2023

Feb 09, 2024
SELL
$44.21 - $47.36 $1,812 - $1,941
-41 Reduced 0.08%
52,887 $2.5 Million
Q3 2023

Oct 27, 2023
SELL
$44.99 - $46.74 $314 - $327
-7 Reduced 0.01%
52,928 $2.39 Million
Q2 2023

Jul 19, 2023
SELL
$46.21 - $47.42 $249,996 - $256,542
-5,410 Reduced 9.27%
52,935 $2.46 Million
Q1 2023

Apr 18, 2023
BUY
$45.84 - $47.62 $452,028 - $469,580
9,861 Added 20.34%
58,345 $2.75 Million
Q4 2022

Feb 01, 2023
BUY
$44.42 - $47.05 $86,574 - $91,700
1,949 Added 4.19%
48,484 $2.23 Million
Q3 2022

Nov 02, 2022
BUY
$45.19 - $48.91 $141,173 - $152,794
3,124 Added 7.2%
46,535 $2.12 Million
Q2 2022

Aug 09, 2022
BUY
$46.75 - $50.46 $47,217 - $50,964
1,010 Added 2.38%
43,411 $2.07 Million
Q1 2022

Apr 28, 2022
BUY
$49.9 - $54.04 $784,028 - $849,076
15,712 Added 58.87%
42,401 $2.15 Million
Q4 2021

Feb 01, 2022
BUY
$54.2 - $55.52 $1.24 Million - $1.27 Million
22,869 Added 598.66%
26,689 $1.45 Million
Q3 2021

Nov 12, 2021
BUY
$54.75 - $56.03 $209,145 - $214,034
3,820 New
3,820 $210,000

Others Institutions Holding BGRN

# of Institutions
114
Shares Held
6.53M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES USD GRE

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  • Ticker BGRN
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