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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.33% |
$46.5 - $48.3
|
44
$2.09K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.8KNew |
$130K - $135K
|
2.8K
$133K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-80- 3.27% |
$3.72K - $3.87K
|
2.37K
$112K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32+ 0.69% |
$1.49K - $1.55K
|
4.65K
$220K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.74K+ 65.51% |
$127K - $132K
|
6.91K
$328K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
25New |
$1.16K - $1.21K
|
25
$1.19K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1Closed |
$46.5 - $48.3
|
0
$0
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-763- 49.29% |
$35.5K - $36.9K
|
785
$37.3K
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.32K+ 15.56% |
$108K - $112K
|
17.3K
$819K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.56% |
$46.5 - $48.3
|
40
$1.9K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
65New |
$3.02K - $3.14K
|
65
$3.08K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-582- 11.79% |
$27.1K - $28.1K
|
4.35K
$207K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.03K- 29.13% |
$94.6K - $98.3K
|
4.95K
$235K
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-42K- 80.41% |
$1.95M - $2.03M
|
10.2K
$486K
|
|
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
$141K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.67KNew |
$77.8K - $80.8K
|
1.67K
$79.4K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-57- 1.22% |
$2.65K - $2.75K
|
4.63K
$220K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.97KNew |
$324K - $337K
|
6.97K
$331K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
13+ 2.79% |
$602 - $631
|
479
$22.7K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.02K- 49.92% |
$278K - $292K
|
6.04K
$286K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.01K+ 33.17% |
$417K - $437K
|
36.2K
$1.72M
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.22K+ 20.13% |
$56.7K - $59.4K
|
7.3K
$347K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.69K+ 26.11% |
$310K - $324K
|
32.3K
$1.53M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.31K- 97.75% |
$59.8K - $61.2K
|
30
$1.42K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$579K - $592K
|
12.6K
$599K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
95New |
$4.35K - $4.46K
|
95
$4.51K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
229+ 20.59% |
$10.5K - $10.7K
|
1.34K
$63.6K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.58K+ 343.68% |
$118K - $121K
|
3.33K
$158K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
98+ 0.46% |
$4.49K - $4.6K
|
21.6K
$1.03M
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.6KNew |
$716K - $733K
|
15.6K
$742K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-906- 52.46% |
$41.5K - $42.5K
|
821
$39K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5+ 1.09% |
$229 - $235
|
465
$22.1K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-90- 45.45% |
$4.12K - $4.22K
|
108
$5.13K
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-7.47K- 22.52% |
$342K - $350K
|
25.7K
$1.22M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31New |
$1.42K - $1.45K
|
31
$1.47K
|
|
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
|
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 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
|