Vanguard Personalized Indexing Management, LLC Ishares Trust Ishares Usd Gre Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$46.75 - $50.46 $230,150 - $248,414	-4,923 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$49.9 - $54.04 $1,097 - $1,188	-22 Reduced 0.44%	4,923 $249,000
Q4 2021 Feb 23, 2022	BUY	$54.2 - $55.52 $8,943 - $9,160	165 Added 3.45%	4,945 $268,000
Q4 2020 Jan 20, 2021	BUY	$55.52 - $56.33 $265,385 - $269,257	4,780 New	4,780 $269,000
Q4 2020 Jan 19, 2021	SELL	$55.52 - $56.33 $234,738 - $238,163	-4,228 Closed	0 $0
Q3 2020 Oct 26, 2020	BUY	$54.58 - $55.66 $230,764 - $235,330	4,228 New	4,228 $235,000

Others Institutions Holding BGRN

# of Institutions

114

Shares Held

6.53M

Call Options Held

Put Options Held

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

View Full List

About ISHARES TRUST ISHARES USD GRE

Ticker BGRN
Sector ETFs
Industry ETFs

More about BGRN

Track This Portfolio

Portfolio Update

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

News

Stay updated on Vanguard Personalized Indexing Management, LLC with notifications on news.

Account