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

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$44.99 - $46.74 $854 - $888	-19 Reduced 21.59%	69 $3,000
Q2 2023 Aug 14, 2023	SELL	$46.21 - $47.42 $135,256 - $138,798	-2,927 Reduced 97.08%	88 $4,000
Q1 2023 May 11, 2023	BUY	$45.84 - $47.62 $6,646 - $6,904	145 Added 5.05%	3,015 $142,000
Q4 2022 Feb 03, 2023	BUY	$44.42 - $47.05 $15,769 - $16,702	355 Added 14.12%	2,870 $132,000
Q3 2022 Nov 14, 2022	BUY	$45.19 - $48.91 $768 - $831	17 Added 0.68%	2,515 $115,000
Q2 2022 Aug 02, 2022	BUY	$46.75 - $50.46 $3,319 - $3,582	71 Added 2.93%	2,498 $119,000
Q1 2022 May 11, 2022	BUY	$49.9 - $54.04 $17,215 - $18,643	345 Added 16.57%	2,427 $123,000
Q4 2021 Feb 14, 2022	BUY	$54.2 - $55.52 $94,199 - $96,493	1,738 Added 505.23%	2,082 $113,000
Q3 2021 Nov 12, 2021	BUY	$54.75 - $56.03 $4,051 - $4,146	74 Added 27.41%	344 $19,000
Q2 2021 Aug 09, 2021	BUY	$53.99 - $54.92 $14,577 - $14,828	270 New	270 $15,000

Others Institutions Holding BGRN

# of Institutions

114

Shares Held

6.53M

Call Options Held

0

Put Options Held

0

Betterment LLC New York, NY

1.22M
Shares

$57.7 Million
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

955K
Shares

$45.3 Million
0.16% of portfolio
Personal Capital Advisors Corp

906K
Shares

$43 Million
0.2% of portfolio
Envestnet Asset Management Inc

591K
Shares

$28.1 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

527K
Shares

$25 Million
0.06% of portfolio

About ISHARES TRUST ISHARES USD GRE

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