Pfg Investments, LLC Ishares Trust Ishares Usd Gre Transaction History

Pfg Investments, LLC

$1.71 Trillion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	SELL	$46.52 - $48.32 $94,621 - $98,282	-2,034 Reduced 29.13%	4,949 $231 Million
Q3 2024 Oct 23, 2024	SELL	$46.29 - $48.52 $34,948 - $36,632	-755 Reduced 9.76%	6,983 $338 Million
Q2 2024 Aug 06, 2024	SELL	$45.82 - $46.9 $4,490 - $4,596	-98 Reduced 1.25%	7,738 $360 Million
Q1 2024 Apr 22, 2024	BUY	$46.36 - $47.2 $363,276 - $369,859	7,836 New	7,836 $367 Million
Q3 2023 Nov 06, 2023	BUY	$44.99 - $46.74 $809 - $841	18 Added 0.24%	7,425 $335 Million
Q2 2023 Aug 03, 2023	BUY	$46.21 - $47.42 $20,933 - $21,481	453 Added 6.51%	7,407 $345 Million
Q1 2023 May 11, 2023	BUY	$45.84 - $47.62 $318,771 - $331,149	6,954 New	6,954 $327 Million

Others Institutions Holding BGRN

# of Institutions

129

Shares Held

7.07M

Call Options Held

1.2K

Put Options Held

0

Betterment LLC New York, NY

1.32M
Shares

$62.9 Million
0.15% 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
Envestnet Asset Management Inc

660K
Shares

$31.4 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

653K
Shares

$31.1 Million
0.07% of portfolio

About ISHARES TRUST ISHARES USD GRE

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