Walkner Condon Financial Advisors LLC Ishares Trust Ishares Usd Gre Transaction History

Walkner Condon Financial Advisors LLC

  • $466 Million
  • Q1 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 21,076 shares of BGRN stock, worth $986,356. This represents 0.21% of its overall portfolio holdings.

Number of Shares
21,076
Previous 22,079 4.54%
Holding current value
$986,356
Previous $1.04 Million 5.18%
% of portfolio
0.21%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$46.36 - $47.2 $46,499 - $47,341
-1,003 Reduced 4.54%
21,076 $988,000
Q4 2023

Jan 23, 2024
BUY
$44.21 - $47.36 $61,894 - $66,304
1,400 Added 6.77%
22,079 $1.04 Million
Q3 2023

Oct 19, 2023
BUY
$44.99 - $46.74 $72,343 - $75,157
1,608 Added 8.43%
20,679 $933,000
Q2 2023

Jul 21, 2023
SELL
$46.21 - $47.42 $94,268 - $96,736
-2,040 Reduced 9.66%
19,071 $887,000
Q1 2023

Apr 20, 2023
BUY
$45.84 - $47.62 $102,635 - $106,621
2,239 Added 11.86%
21,111 $994,000
Q4 2022

Jan 25, 2023
BUY
$44.63 - $47.05 $87,876 - $92,641
1,969 Added 11.65%
18,872 $0
Q3 2022

Oct 28, 2022
BUY
N/A
1,650 Added 10.82%
16,903 $770,000
Q2 2022

Aug 04, 2022
BUY
N/A
4,291 Added 39.14%
15,253 $728,000
Q1 2022

May 03, 2022
BUY
N/A
10,962 New
10,962 $555 Million
Q3 2021

Nov 04, 2021
SELL
N/A
-9,054 Closed
0 $0
Q2 2021

Aug 10, 2021
BUY
N/A
9,054 New
9,054 $491,000

Others Institutions Holding BGRN

# of Institutions
114
Shares Held
5.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES USD GRE

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  • Ticker BGRN
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