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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10+ 0.67% |
$462 - $474
|
1.5K
$70.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
8+ 0.83% |
$370 - $379
|
970
$45.7K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.92% |
$139 - $142
|
328
$15.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 2.0% |
$46.2 - $47.4
|
51
$2.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-30- 0.18% |
$1.39K - $1.42K
|
16.3K
$769K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-37- 7.13% |
$1.71K - $1.75K
|
482
$22.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 2.16% |
$3.19K - $3.27K
|
3.12K
$147K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-73- 1.65% |
$3.37K - $3.46K
|
4.35K
$205K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-78- 0.31% |
$3.6K - $3.7K
|
25K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-79- 18.2% |
$3.65K - $3.75K
|
355
$16.7K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-135- 10.38% |
$6.24K - $6.4K
|
1.17K
$54.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-172- 2.12% |
$7.95K - $8.16K
|
7.94K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-185- 2.94% |
$8.55K - $8.77K
|
6.11K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-193- 55.78% |
$8.92K - $9.15K
|
153
$7.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-199- 0.28% |
$9.2K - $9.44K
|
71.1K
$3.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-270- 1.59% |
$12.5K - $12.8K
|
16.7K
$787K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-992- 6.3% |
$45.8K - $47K
|
14.8K
$695K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.04K- 1.84% |
$48.1K - $49.3K
|
55.6K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.6K- 2.01% |
$73.9K - $75.9K
|
77.9K
$3.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.04K- 9.66% |
$94.3K - $96.7K
|
19.1K
$898K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.36K- 3.3% |
$109K - $112K
|
69.1K
$3.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.93K- 97.08% |
$135K - $139K
|
88
$4.14K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.1K- 13.52% |
$190K - $195K
|
26.2K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.99K- 30.13% |
$231K - $237K
|
11.6K
$545K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.41K- 9.27% |
$250K - $257K
|
52.9K
$2.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.52K- 17.02% |
$301K - $309K
|
31.8K
$1.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.58K- 92.88% |
$304K - $312K
|
504
$23.7K
|