Private Wealth Management Group, LLC Ishares Trust Ishares Usd Gre Transaction History

Private Wealth Management Group, LLC

$271 Billion
Q1 2025

A detailed history of Private Wealth Management Group, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 25,219 shares of BGRN stock, worth $1.19 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

25,219

Previous 26,848 6.07%

Holding current value

$1.19 Million

Previous $1.25 Billion 4.58%

% of portfolio

0.44%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$46.26 - $47.48 $75,357 - $77,344	-1,629 Reduced 6.07%	25,219 $1.19 Billion
Q4 2024 Jan 27, 2025	BUY	$46.52 - $48.32 $9,722 - $10,098	209 Added 0.78%	26,848 $1.25 Billion
Q3 2024 Oct 29, 2024	BUY	$46.29 - $48.52 $91,515 - $95,924	1,977 Added 8.02%	26,639 $1.29 Billion
Q2 2024 Aug 13, 2024	BUY	$45.82 - $46.9 $44,582 - $45,633	973 Added 4.11%	24,662 $1.15 Billion
Q1 2024 Apr 30, 2024	BUY	$46.36 - $47.2 $49,651 - $50,551	1,071 Added 4.74%	23,689 $1.11 Billion
Q4 2023 Feb 08, 2024	BUY	$44.21 - $47.36 $999,941 - $1.07 Million	22,618 New	22,618 $1.07 Billion

Others Institutions Holding BGRN

# of Institutions

122

Shares Held

6.94M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES USD GRE

Ticker BGRN
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Private Wealth Management Group, LLC Ishares Trust Ishares Usd Gre Transaction History