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 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
104New |
$4.82K - $4.91K
|
104
$4.88K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
61.6K+ 6.19% |
$2.85M - $2.91M
|
1.06M
$49.6M
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
29+ 0.24% |
$1.34K - $1.37K
|
12.2K
$573K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 0.66% |
$139 - $142
|
460
$21.6K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.2K+ 37.6% |
$1.21M - $1.23M
|
95.7K
$4.49M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.24K- 25.89% |
$336K - $342K
|
20.7K
$973K
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-42- 0.22% |
$1.95K - $1.98K
|
19.1K
$897K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
318+ 10.51% |
$14.7K - $15K
|
3.35K
$157K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52.4K+ 68.97% |
$2.43M - $2.47M
|
128K
$6.02M
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.18KNew |
$54.6K - $55.6K
|
1.18K
$55.3K
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6KNew |
$278K - $283K
|
6K
$282K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
194+ 0.5% |
$8.99K - $9.16K
|
39.2K
$1.84M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 5.01% |
$79.3K - $80.8K
|
32.5K
$1.52M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
571+ 2.72% |
$26.5K - $27K
|
21.5K
$1.01M
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1New |
$46.4 - $47.2
|
1
$46.9
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
6.35KNew |
$294K - $300K
|
6.35K
$298K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
763New |
$35.4K - $36K
|
763
$35.8K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.05K- 10.33% |
$48.5K - $49.4K
|
9.09K
$426K
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-295- 59.84% |
$13.7K - $13.9K
|
198
$9.29K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.01K+ 81.47% |
$279K - $284K
|
13.4K
$628K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.77K- 0.29% |
$128K - $131K
|
940K
$44.1M
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-659- 4.22% |
$30.6K - $31.1K
|
15K
$703K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.87KNew |
$133K - $135K
|
2.87K
$135K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.07K+ 4.74% |
$49.7K - $50.6K
|
23.7K
$1.11M
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-79- 0.65% |
$3.66K - $3.73K
|
12.1K
$568K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.04% |
$510 - $519
|
28.1K
$1.32M
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.39K+ 4.37% |
$64.4K - $65.6K
|
33.2K
$1.56M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-838- 15.68% |
$38.8K - $39.6K
|
4.51K
$212K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
493+ 30.32% |
$22.9K - $23.3K
|
2.12K
$99.4K
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.38K+ 4.5% |
$110K - $112K
|
55.3K
$2.59M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.84KNew |
$363K - $370K
|
7.84K
$368K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1K- 4.54% |
$46.5K - $47.3K
|
21.1K
$989K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.9% |
$139 - $142
|
338
$15.9K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.06K+ 7.02% |
$49.1K - $50K
|
16.1K
$757K
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$325 - $330
|
6.3K
$295K
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
65+ 0.38% |
$3.01K - $3.07K
|
17.4K
$816K
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.82KNew |
$223K - $227K
|
4.82K
$226K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.74K- 46.45% |
$174K - $177K
|
4.32K
$203K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
29+ 2.08% |
$1.34K - $1.37K
|
1.42K
$66.7K
|
|
Q4 2023 | |||||||
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
502+ 3.26% |
$22.2K - $23.8K
|
15.9K
$746K
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.31M - $1.4M
|
29.6K
$1.39M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
51New |
$2.25K - $2.42K
|
51
$2.39K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
207+ 3450.0% |
$9.15K - $9.8K
|
213
$9.99K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.94KNew |
$85.8K - $91.9K
|
1.94K
$91K
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-715- 1.21% |
$31.6K - $33.9K
|
58.2K
$2.73M
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.34KNew |
$192K - $206K
|
4.34K
$204K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$88.4 - $94.7
|
2
$93.8
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 29.31% |
$752 - $805
|
75
$3.52K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
220+ 184.87% |
$9.73K - $10.4K
|
339
$15.9K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-20- 0.8% |
$884 - $947
|
2.48K
$117K
|