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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
514+ 4.59% |
$23.8K - $24.4K
|
11.7K
$554K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-665- 7.0% |
$30.8K - $31.6K
|
8.84K
$418K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
348New |
$16.1K - $16.5K
|
348
$16.4K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.9K- 20.53% |
$1.43M - $1.47M
|
120K
$5.65M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-752- 2.36% |
$34.8K - $35.7K
|
31.1K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.11K+ 2.34% |
$97.7K - $100K
|
92.3K
$4.36M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
6.67K+ 11.28% |
$308K - $317K
|
65.8K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
72+ 30.13% |
$3.33K - $3.42K
|
311
$14.7K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.66% |
$324 - $332
|
1.07K
$50.5K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.81K- 23.17% |
$130K - $133K
|
9.32K
$441K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.45K+ 12.07% |
$113K - $116K
|
22.8K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
44+ 0.23% |
$2.04K - $2.09K
|
19.5K
$920K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.63K- 6.07% |
$75.4K - $77.3K
|
25.2K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
27+ 1.14% |
$1.25K - $1.28K
|
2.4K
$113K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.1KNew |
$143K - $147K
|
3.1K
$146K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-124- 7.67% |
$5.74K - $5.89K
|
1.49K
$70.5K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.38K+ 8.43% |
$63.7K - $65.4K
|
17.7K
$837K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-316- 72.64% |
$14.6K - $15K
|
119
$5.62K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.33K- 0.36% |
$108K - $111K
|
637K
$30.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.16K+ 34.31% |
$100K - $103K
|
8.47K
$400K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.99K- 14.42% |
$91.9K - $94.3K
|
11.8K
$557K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
154+ 4.67% |
$7.12K - $7.31K
|
3.45K
$163K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
59+ 36.65% |
$2.73K - $2.8K
|
220
$10.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8.09KNew |
$374K - $384K
|
8.09K
$382K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.54K+ 2.66% |
$71.1K - $72.9K
|
59.3K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.31K- 13.6% |
$107K - $110K
|
14.7K
$694K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.48K- 11.32% |
$68.6K - $70.5K
|
11.6K
$549K
|
|
|
Apr 23, 2025
Q1 2025
|
Dorval Corp
Maple Grove, MN |
SELL
|
- |
-174- 2.94% |
$8.05K - $8.26K
|
5.74K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.25% |
$278 - $285
|
2.37K
$112K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.24K+ 5.56% |
$57.1K - $58.6K
|
23.4K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
193+ 4.28% |
$8.93K - $9.16K
|
4.7K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
52+ 162.5% |
$2.41K - $2.47K
|
84
$3.97K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
818+ 2.21% |
$37.8K - $38.8K
|
37.8K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
74+ 0.71% |
$3.42K - $3.51K
|
10.5K
$495K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
118+ 2.3% |
$5.46K - $5.6K
|
5.24K
$248K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.86% |
$139 - $142
|
352
$16.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27+ 0.17% |
$1.25K - $1.28K
|
16.3K
$772K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
22.8K+ 136.74% |
$1.06M - $1.08M
|
39.5K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.63K - $4.75K
|
100
$4.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98New |
$4.53K - $4.65K
|
98
$4.63K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
117+ 2.2% |
$5.41K - $5.56K
|
5.44K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-562- 8.63% |
$26K - $26.7K
|
5.95K
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
656+ 4.35% |
$30.3K - $31.1K
|
15.8K
$744K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-815- 6.81% |
$37.7K - $38.7K
|
11.1K
$527K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.13K+ 7.69% |
$52.4K - $53.7K
|
15.8K
$749K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-47- 3.11% |
$2.17K - $2.23K
|
1.46K
$69.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.38KNew |
$110K - $113K
|
2.38K
$112K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.3K- 10.65% |
$386K - $401K
|
69.6K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.26K- 2.17% |
$245K - $254K
|
238K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.88KNew |
$320K - $332K
|
6.88K
$325K
|
|