Stifel Financial Corp Ishares Trust Ishares Usd Gre Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$46.75 - $50.46 $349,456 - $377,188	-7,475 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$49.9 - $54.04 $140,618 - $152,284	-2,818 Reduced 27.38%	7,475 $378,000
Q4 2021 Feb 14, 2022	BUY	$54.2 - $55.52 $146,827 - $150,403	2,709 Added 35.72%	10,293 $558,000
Q3 2021 Nov 15, 2021	BUY	$54.75 - $56.03 $11,716 - $11,990	214 Added 2.9%	7,584 $416,000
Q2 2021 Aug 13, 2021	BUY	$53.99 - $54.92 $11,715 - $11,917	217 Added 3.03%	7,370 $404,000
Q1 2021 May 14, 2021	BUY	$54.52 - $56.31 $30,967 - $31,984	568 Added 8.63%	7,153 $391,000
Q4 2020 Feb 12, 2021	BUY	$55.52 - $56.33 $65,291 - $66,244	1,176 Added 21.74%	6,585 $370,000
Q3 2020 Nov 16, 2020	BUY	$54.58 - $55.66 $295,223 - $301,064	5,409 New	5,409 $300,000

Others Institutions Holding BGRN

# of Institutions

113

Shares Held

6.52M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.22M
Shares

$57.3 Million
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

955K
Shares

$45 Million
0.16% of portfolio
Personal Capital Advisors Corp

906K
Shares

$42.7 Million
0.2% of portfolio
Envestnet Asset Management Inc

591K
Shares

$27.8 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

527K
Shares

$24.8 Million
0.06% of portfolio

About ISHARES TRUST ISHARES USD GRE

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