Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
164K+ 127.39% |
$7.59M - $7.79M
|
293K
$13.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
57.1KNew |
$2.64M - $2.71M
|
57.1K
$2.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
44.7K+ 4.97% |
$2.06M - $2.12M
|
943K
$44M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34.9K+ 32.97% |
$1.61M - $1.65M
|
141K
$6.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
24.3K+ 14.28% |
$1.12M - $1.15M
|
194K
$9.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$871K - $894K
|
18.9K
$879K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.6KNew |
$767K - $787K
|
16.6K
$774K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14.3K+ 1.53% |
$659K - $676K
|
945K
$44.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
11.7K+ 12.26% |
$542K - $556K
|
107K
$5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5KNew |
$486K - $499K
|
10.5K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.3K+ 10.25% |
$478K - $490K
|
111K
$5.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
9.41K+ 63.15% |
$435K - $446K
|
24.3K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.49K+ 55.32% |
$300K - $308K
|
18.2K
$850K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.68KNew |
$262K - $269K
|
5.68K
$265K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.22K+ 20.73% |
$241K - $247K
|
30.4K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
3.92K+ 29.58% |
$181K - $186K
|
17.2K
$801K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
3.78K+ 73.3% |
$175K - $179K
|
8.93K
$417K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.52K+ 23.55% |
$162K - $167K
|
18.4K
$860K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.45K+ 4.99% |
$159K - $164K
|
72.6K
$3.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.15K+ 62.03% |
$146K - $149K
|
8.23K
$384K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.06K+ 6.35% |
$141K - $145K
|
51.2K
$2.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.37K+ 7.88% |
$110K - $112K
|
32.5K
$1.51M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.09K+ 16.28% |
$96.5K - $99K
|
14.9K
$696K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.09K+ 16.28% |
$96.5K - $99K
|
14.9K
$696K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.33K+ 23.76% |
$61.6K - $63.2K
|
6.94K
$324K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.11KNew |
$51.4K - $52.7K
|
1.11K
$51.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.08KNew |
$49.8K - $51.1K
|
1.08K
$50.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
652+ 8.03% |
$30.1K - $30.9K
|
8.78K
$409K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
623+ 4.8% |
$28.8K - $29.5K
|
13.6K
$635K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
536+ 5.25% |
$24.8K - $25.4K
|
10.8K
$502K
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
475+ 4.69% |
$21.9K - $22.5K
|
10.6K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
466+ 0.27% |
$21.5K - $22.1K
|
171K
$7.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
453+ 6.51% |
$20.9K - $21.5K
|
7.41K
$346K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
448+ 7.39% |
$20.7K - $21.2K
|
6.51K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
411+ 2.91% |
$19K - $19.5K
|
14.6K
$679K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
379+ 3.65% |
$17.5K - $18K
|
10.8K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
144+ 0.86% |
$6.65K - $6.83K
|
16.9K
$790K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
143New |
$6.61K - $6.78K
|
143
$6.67K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
135+ 0.79% |
$6.24K - $6.4K
|
17.3K
$807K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
120+ 0.9% |
$5.55K - $5.69K
|
13.5K
$629K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
119New |
$5.5K - $5.64K
|
119
$5.55K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
115New |
$5.31K - $5.45K
|
115
$5.36K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
115New |
$5.31K - $5.45K
|
115
$5.36K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
104New |
$4.81K - $4.93K
|
104
$4.85K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
81+ 1.25% |
$3.74K - $3.84K
|
6.58K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41New |
$1.89K - $1.94K
|
41
$1.91K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
39+ 0.73% |
$1.8K - $1.85K
|
5.41K
$252K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
27+ 0.44% |
$1.25K - $1.28K
|
6.21K
$290K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
27+ 0.62% |
$1.25K - $1.28K
|
4.41K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10+ 0.2% |
$462 - $474
|
4.99K
$233K
|