Latest Institutional Transactions on Ishares Trust Ishares Usd Gre (BGRN)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares Usd Gre (BGRN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.48K- 68.31% |
$162K - $168K
|
1.62K
$75.8K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-80- 3.27% |
$3.72K - $3.87K
|
2.37K
$111K
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.9K+ 23.74% |
$181K - $188K
|
20.3K
$952K
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.05K+ 3.67% |
$95.1K - $98.8K
|
57.8K
$2.71M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32+ 0.69% |
$1.49K - $1.55K
|
4.65K
$218K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
47.2K+ 4.94% |
$2.19M - $2.28M
|
1M
$47M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-449- 3.3% |
$20.9K - $21.7K
|
13.2K
$617K
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.24K+ 59.86% |
$57.5K - $59.7K
|
3.3K
$155K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 1.45% |
$233 - $242
|
349
$16.4K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1Closed |
$46.5 - $48.3
|
0
$0
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
25New |
$1.16K - $1.21K
|
25
$1.17K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-220- 33.59% |
$10.2K - $10.6K
|
435
$20.4K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.74K+ 65.51% |
$127K - $132K
|
6.91K
$324K
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.91KNew |
$275K - $286K
|
5.91K
$277K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
592+ 2.74% |
$27.5K - $28.6K
|
22.2K
$1.04M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
650+ 4.95% |
$30.2K - $31.4K
|
13.8K
$646K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-339- 2.41% |
$15.8K - $16.4K
|
13.7K
$644K
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
175+ 3.4% |
$8.14K - $8.46K
|
5.32K
$249K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.08K- 8.15% |
$50.1K - $52K
|
12.1K
$569K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
209+ 0.78% |
$9.72K - $10.1K
|
26.8K
$1.26M
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12KNew |
$557K - $578K
|
12K
$561K
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.33K+ 18.24% |
$108K - $112K
|
15.1K
$708K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-763- 49.29% |
$35.5K - $36.9K
|
785
$36.8K
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.32K+ 15.56% |
$108K - $112K
|
17.3K
$809K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.56% |
$46.5 - $48.3
|
40
$1.88K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
65New |
$3.02K - $3.14K
|
65
$3.05K
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8+ 0.13% |
$372 - $387
|
6.31K
$296K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.03K- 29.13% |
$94.6K - $98.3K
|
4.95K
$232K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
778+ 6.31% |
$36.2K - $37.6K
|
13.1K
$615K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-582- 11.79% |
$27.1K - $28.1K
|
4.35K
$204K
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-42K- 80.41% |
$1.95M - $2.03M
|
10.2K
$480K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
276+ 1.72% |
$12.8K - $13.3K
|
16.3K
$765K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
144+ 1.4% |
$6.7K - $6.96K
|
10.4K
$488K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
385+ 19.4% |
$17.9K - $18.6K
|
2.37K
$111K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41+ 1.4% |
$1.91K - $1.98K
|
2.97K
$139K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.67KNew |
$77.8K - $80.8K
|
1.67K
$78.5K
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
127+ 0.77% |
$5.91K - $6.14K
|
16.7K
$783K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
103+ 7.33% |
$4.79K - $4.98K
|
1.51K
$70.8K
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
262+ 1.63% |
$12.2K - $12.7K
|
16.3K
$766K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.51KNew |
$303K - $315K
|
6.51K
$305K
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
835+ 6.01% |
$38.8K - $40.3K
|
14.7K
$690K
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
660+ 7.46% |
$30.7K - $31.9K
|
9.5K
$446K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.97KNew |
$324K - $337K
|
6.97K
$327K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-57- 1.22% |
$2.65K - $2.75K
|
4.63K
$217K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
167+ 1.31% |
$7.77K - $8.07K
|
12.9K
$607K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19+ 0.81% |
$880 - $922
|
2.38K
$111K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-103- 1.39% |
$4.77K - $5K
|
7.32K
$343K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.31K+ 4.78% |
$153K - $161K
|
72.7K
$3.41M
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.94K- 6.12% |
$89.7K - $94K
|
29.7K
$1.39M
|