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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-21- 38.18% |
$962 - $985
|
34
$1.61K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
417New |
$19.1K - $19.6K
|
417
$19.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.9KNew |
$1.01M - $1.03M
|
21.9K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.78K+ 10.04% |
$361K - $367K
|
85.3K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-538- 10.34% |
$24.9K - $25.4K
|
4.67K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
185New |
$8.58K - $8.73K
|
185
$8.78K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-598- 94.92% |
$27.7K - $28.2K
|
32
$1.52K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-611- 52.4% |
$28.3K - $28.8K
|
555
$26.4K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-4.53K- 35.99% |
$210K - $214K
|
8.07K
$383K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.07KNew |
$189K - $192K
|
4.07K
$193K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
104New |
$4.82K - $4.91K
|
104
$4.94K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6KNew |
$278K - $283K
|
6K
$285K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1New |
$46.4 - $47.2
|
1
$47.5
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
6.35KNew |
$294K - $300K
|
6.35K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.74K- 46.45% |
$174K - $177K
|
4.32K
$205K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
51New |
$2.25K - $2.42K
|
51
$2.42K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.34KNew |
$192K - $206K
|
4.34K
$206K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 29.31% |
$752 - $805
|
75
$3.56K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$88.4 - $94.7
|
2
$95
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
59New |
$2.65K - $2.76K
|
59
$2.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$45 - $46.7
|
1
$47.5
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19- 21.59% |
$855 - $888
|
69
$3.28K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 80.39% |
$1.84K - $1.92K
|
10
$475
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-615- 57.05% |
$27.7K - $28.7K
|
463
$22K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
190KNew |
$8.54M - $8.87M
|
190K
$9.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.03KNew |
$91.2K - $94.7K
|
2.03K
$96.2K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
115New |
$5.31K - $5.45K
|
115
$5.46K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10+ 0.2% |
$462 - $474
|
4.99K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
143New |
$6.61K - $6.78K
|
143
$6.79K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
104New |
$4.81K - $4.93K
|
104
$4.94K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.45K+ 4.99% |
$159K - $164K
|
72.6K
$3.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.6K- 2.01% |
$73.9K - $75.9K
|
77.9K
$3.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-992- 6.3% |
$45.8K - $47K
|
14.8K
$700K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27+ 0.62% |
$1.25K - $1.28K
|
4.41K
$209K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8+ 0.83% |
$370 - $379
|
970
$46.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 2.16% |
$3.19K - $3.27K
|
3.12K
$148K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
115New |
$5.31K - $5.45K
|
115
$5.46K
|
|
| Q1 2023 | |||||||
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 44.83% |
$1.19K - $1.24K
|
32
$1.52K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
CALL |
-76- 0.57% |
$3.48K - $3.62K
|
13.4K
$634K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-76- 0.57% |
$3.48K - $3.62K
|
13.4K
$634K
|
|
|
May 10, 2023
Q1 2023
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
20KNew |
$917K - $952K
|
20K
$950K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.12% |
$45.8 - $47.6
|
810
$38.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.24KNew |
$149K - $154K
|
3.24K
$154K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51New |
$2.34K - $2.43K
|
51
$2.42K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
600New |
$26.7K - $28.2K
|
600
$28.5K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.1KNew |
$48.9K - $51.8K
|
1.1K
$52.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
903New |
$40.1K - $42.5K
|
903
$42.9K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
152New |
$6.75K - $7.15K
|
152
$7.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.53KNew |
$423K - $448K
|
9.53K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
175New |
$7.77K - $8.23K
|
175
$8.31K
|
|