Purchases and Sales Made in Q1 2024 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES USD GRE.
| 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
$4.9K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
97+ 0.58% |
$4.5K - $4.58K
|
16.7K
$787K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
65+ 0.38% |
$3.01K - $3.07K
|
17.4K
$818K
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
29+ 0.24% |
$1.34K - $1.37K
|
12.2K
$575K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
29+ 2.08% |
$1.34K - $1.37K
|
1.42K
$66.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.04% |
$510 - $519
|
28.1K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$325 - $330
|
6.3K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 0.66% |
$139 - $142
|
460
$21.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.9% |
$139 - $142
|
338
$15.9K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1New |
$46.4 - $47.2
|
1
$47.1
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.01% |
$46.4 - $47.2
|
10.9K
$511K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24Closed |
$1.11K - $1.13K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-42- 0.22% |
$1.95K - $1.98K
|
19.1K
$900K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-55- 1.51% |
$2.55K - $2.6K
|
3.59K
$169K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-79- 0.65% |
$3.66K - $3.73K
|
12.1K
$570K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-94- 0.56% |
$4.36K - $4.44K
|
16.7K
$784K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-110- 0.58% |
$5.1K - $5.19K
|
18.9K
$889K
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-143- 2.64% |
$6.63K - $6.75K
|
5.27K
$248K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-295- 59.84% |
$13.7K - $13.9K
|
198
$9.32K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-373- 4.78% |
$17.3K - $17.6K
|
7.42K
$349K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-400- 3.85% |
$18.5K - $18.9K
|
9.99K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-538- 10.34% |
$24.9K - $25.4K
|
4.67K
$220K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-556- 1.58% |
$25.8K - $26.2K
|
34.7K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-598- 94.92% |
$27.7K - $28.2K
|
32
$1.51K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-611- 52.4% |
$28.3K - $28.8K
|
555
$26.1K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-659- 4.22% |
$30.6K - $31.1K
|
15K
$705K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-838- 15.68% |
$38.8K - $39.6K
|
4.51K
$212K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1K- 4.54% |
$46.5K - $47.3K
|
21.1K
$992K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.05K- 10.33% |
$48.5K - $49.4K
|
9.09K
$428K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.53K- 5.56% |
$70.7K - $72K
|
25.9K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 5.01% |
$79.3K - $80.8K
|
32.5K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.77K- 0.29% |
$128K - $131K
|
940K
$44.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.74K- 46.45% |
$174K - $177K
|
4.32K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-4.53K- 35.99% |
$210K - $214K
|
8.07K
$380K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.98K- 2.66% |
$231K - $235K
|
182K
$8.59M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.24K- 25.89% |
$336K - $342K
|
20.7K
$976K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.5K- 14.07% |
$531K - $541K
|
69.9K
$3.29M
|