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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2New |
$88.4 - $94.7
|
2
$94.9
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 29.31% |
$752 - $805
|
75
$3.56K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
59New |
$2.65K - $2.76K
|
59
$2.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-19- 21.59% |
$855 - $888
|
69
$3.27K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-615- 57.05% |
$27.7K - $28.7K
|
463
$22K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-41- 80.39% |
$1.84K - $1.92K
|
10
$475
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
190KNew |
$8.54M - $8.87M
|
190K
$9M
|
|
|
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
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.45K+ 4.99% |
$159K - $164K
|
72.6K
$3.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
104New |
$4.81K - $4.93K
|
104
$4.94K
|
|
|
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
$46K
|
|
|
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 | |||||||
|
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
$949K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.12% |
$45.8 - $47.6
|
810
$38.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.24KNew |
$149K - $154K
|
3.24K
$154K
|
|
| 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
|
Personal Capital Advisors Corp
|
BUY
|
- |
31.4K+ 3.59% |
$1.39M - $1.48M
|
906K
$43M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
175New |
$7.77K - $8.23K
|
175
$8.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.53KNew |
$423K - $448K
|
9.53K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.18K+ 99.33% |
$52.4K - $55.5K
|
2.37K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
740New |
$32.9K - $34.8K
|
740
$35.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
133New |
$5.91K - $6.26K
|
133
$6.31K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
563New |
$25K - $26.5K
|
563
$26.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2New |
$88.8 - $94.1
|
2
$94.9
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.02% |
$44.4 - $47.1
|
5.08K
$241K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$22.2K - $23.5K
|
500
$23.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-730- 86.9% |
$32.4K - $34.3K
|
110
$5.22K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.26KClosed |
$152K - $164K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.92KClosed |
$230K - $248K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-809Closed |
$37.8K - $40.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
900+ 12.21% |
$42.1K - $45.4K
|
8.27K
$393K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.88% |
$93.5 - $101
|
228
$10.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-4.79KClosed |
$224K - $242K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-225- 7.25% |
$10.5K - $11.4K
|
2.88K
$137K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
775New |
$38.7K - $41.9K
|
775
$36.8K
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.52KClosed |
$276K - $298K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-53- 10.62% |
$2.64K - $2.86K
|
446
$21.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-26.1KClosed |
$1.3M - $1.41M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-5.13KClosed |
$256K - $277K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
22.2KNew |
$1.2M - $1.23M
|
22.2K
$1.05M
|
|