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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11+ 1.02% |
$519 - $531
|
1.09K
$52.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
3.63K+ 5.39% |
$171K - $175K
|
71K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10+ 0.43% |
$472 - $483
|
2.36K
$113K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
103New |
$4.86K - $4.97K
|
103
$4.94K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 14.26% |
$137K - $140K
|
17.4K
$836K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.5% |
$47.2 - $48.3
|
41
$1.97K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1K+ 8.26% |
$47.4K - $48.5K
|
13.2K
$631K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
12.1K+ 4.79% |
$572K - $585K
|
265K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
533+ 11.7% |
$25.2K - $25.7K
|
5.09K
$244K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
15.8KNew |
$745K - $762K
|
15.8K
$757K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-538K- 81.52% |
$25.4M - $26M
|
122K
$5.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 1.98% |
$94.4 - $96.6
|
103
$4.94K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
14+ 3.02% |
$661 - $676
|
477
$22.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12+ 0.39% |
$567 - $580
|
3.11K
$149K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
8.23KNew |
$388K - $397K
|
8.23K
$394K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.24K+ 6.12% |
$58.6K - $60K
|
21.5K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
16+ 0.2% |
$755 - $773
|
8.12K
$389K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
157KNew |
$7.42M - $7.59M
|
157K
$7.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.75K+ 7.29% |
$82.7K - $84.6K
|
25.8K
$1.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
156+ 19.87% |
$7.36K - $7.53K
|
941
$45.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.75K- 18.22% |
$177K - $181K
|
16.8K
$808K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
284+ 5.07% |
$13.4K - $13.7K
|
5.89K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
16+ 1.07% |
$755 - $773
|
1.51K
$72.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.73K+ 38.14% |
$223K - $229K
|
17.1K
$822K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14+ 0.54% |
$661 - $676
|
2.59K
$124K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
8.18KNew |
$386K - $395K
|
8.18K
$392K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
163+ 1.11% |
$7.7K - $7.87K
|
14.9K
$712K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 1.13% |
$189 - $193
|
359
$17.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
917+ 2.59% |
$43.3K - $44.3K
|
36.3K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.53K+ 2.41% |
$72.2K - $73.9K
|
64.9K
$3.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10+ 0.28% |
$472 - $483
|
3.54K
$170K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.4K+ 5.6% |
$66K - $67.5K
|
26.4K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-132- 3.03% |
$6.23K - $6.38K
|
4.22K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
992+ 1358.9% |
$46.8K - $47.9K
|
1.07K
$51.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-206- 13.78% |
$9.73K - $9.95K
|
1.29K
$61.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-108- 49.09% |
$5.1K - $5.22K
|
112
$5.37K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 10.27% |
$190K - $194K
|
43.1K
$2.07M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
5.56K+ 36.12% |
$263K - $269K
|
21K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
829+ 5.28% |
$39.1K - $40K
|
16.5K
$792K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
170+ 1.52% |
$8.03K - $8.21K
|
11.3K
$543K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.17K- 6.88% |
$55K - $56.3K
|
15.8K
$757K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
174+ 12.14% |
$8.21K - $8.4K
|
1.61K
$77.1K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.12K+ 3.27% |
$331K - $339K
|
224K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
75+ 4.56% |
$3.49K - $3.58K
|
1.72K
$82.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-153- 70.83% |
$7.11K - $7.29K
|
63
$3.02K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97New |
$4.51K - $4.62K
|
97
$4.65K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
972+ 21.84% |
$45.2K - $46.3K
|
5.42K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.3KNew |
$663K - $680K
|
14.3K
$684K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36.2KNew |
$1.68M - $1.73M
|
36.2K
$1.74M
|
|