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 17,189 shares of BGRN stock, worth $810,805. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,189
Previous 17,189 -0.0%
Holding current value
$810,805
Previous $814 Million 99.9%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TRUST ISHARES USD GRE


  • Ticker BGRN
  • Sector ETFs
  • Industry ETFs
More about BGRN
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.