Modern Wealth Management, LLC Ishares Trust Ishares Usd Gre Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Modern Wealth Management, LLC holds 30,718 shares of BGRN stock, worth $1.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
30,718
Previous 17,189 78.71%
Holding current value
$1.48 Million
Previous $814,000 79.85%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$46.47 - $47.67 $628,692 - $644,927
13,529 Added 78.71%
30,718 $1.46 Million
Q1 2025

May 15, 2025
SELL
$46.26 - $47.48 $98,302 - $100,895
-2,125 Reduced 11.0%
17,189 $814 Million
Q4 2024

May 30, 2025
BUY
$46.52 - $48.32 $56,800 - $58,998
1,221 Added 7.1%
18,410 $858,000
Q4 2024

May 29, 2025
BUY
$46.52 - $48.32 $56,800 - $58,998
1,221 Added 7.1%
18,410 $858,000
Q4 2024

Feb 11, 2025
BUY
$46.52 - $48.32 $898,487 - $933,252
19,314 New
19,314 $904 Million

Others Institutions Holding BGRN

# of Institutions
126
Shares Held
7.43M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES USD GRE

BGRN Quotes by TradingView
  • Ticker BGRN
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