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

Vanguard Personalized Indexing Management, LLC

$4.59 Billion
Q1 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	N/A	-4,923 Closed	0 $0
Q1 2022 May 16, 2022	SELL	N/A	-22 Reduced 0.44%	4,923 $249,000
Q4 2021 Feb 23, 2022	BUY	N/A	165 Added 3.45%	4,945 $268,000
Q4 2020 Jan 20, 2021	BUY	N/A	4,780 New	4,780 $269,000
Q4 2020 Jan 19, 2021	SELL	N/A	-4,228 Closed	0 $0

Q3 2020 Oct 26, 2020	BUY	N/A	4,228 New	4,228 $235,000

Others Institutions Holding BGRN

# of Institutions

114

Shares Held

5.98M

Call Options Held

Put Options Held

Betterment LLC New York, NY

1.06M
Shares

$49.4 Million
0.13% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

940K
Shares

$44 Million
0.16% of portfolio
Personal Capital Advisors Corp

906K
Shares

$42.4 Million
0.2% of portfolio
Envestnet Asset Management Inc

435K
Shares

$20.3 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

358K
Shares

$16.7 Million
0.05% of portfolio

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