Purchases and Sales Made in Q2 2024 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
128K+ 12.07% |
$5.84M - $5.98M
|
1.18M
$55.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.6K+ 16.0% |
$3.19M - $3.26M
|
504K
$23.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
63.9K+ 17.85% |
$2.93M - $3M
|
422K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.1K+ 18.69% |
$1.7M - $1.74M
|
235K
$11M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
34.8K+ 11.93% |
$1.59M - $1.63M
|
326K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.2KNew |
$1.25M - $1.27M
|
27.2K
$1.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.3K+ 18.09% |
$793K - $812K
|
113K
$5.27M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.6KNew |
$716K - $733K
|
15.6K
$729K
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
13.2KNew |
$605K - $619K
|
13.2K
$616K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
12.8KNew |
$588K - $601K
|
12.8K
$598K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$579K - $592K
|
12.6K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
10KNew |
$459K - $469K
|
10K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
8.07K+ 20.59% |
$370K - $378K
|
47.2K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.4K+ 0.79% |
$339K - $347K
|
947K
$44.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.84K+ 5.33% |
$313K - $321K
|
135K
$6.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.98K+ 2.73% |
$228K - $233K
|
187K
$8.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.74KNew |
$217K - $222K
|
4.74K
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.16K+ 14.81% |
$191K - $195K
|
32.2K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.58K+ 343.68% |
$118K - $121K
|
3.33K
$155K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.49K+ 23.49% |
$114K - $117K
|
13.1K
$610K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.41K+ 11.43% |
$110K - $113K
|
23.5K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.96K+ 16.21% |
$89.9K - $92K
|
14.1K
$656K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.92K+ 2.09% |
$88.1K - $90.2K
|
93.9K
$4.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.48K+ 12.13% |
$67.8K - $69.4K
|
13.7K
$638K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.24K+ 2.24% |
$56.8K - $58.2K
|
56.5K
$2.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.16K+ 542.72% |
$53K - $54.2K
|
1.37K
$63.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.08K+ 6.7% |
$49.6K - $50.7K
|
17.2K
$803K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 5.71% |
$49.3K - $50.5K
|
20K
$931K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
973+ 4.11% |
$44.6K - $45.6K
|
24.7K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
939+ 12.65% |
$43K - $44K
|
8.36K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
928+ 12.41% |
$42.5K - $43.5K
|
8.41K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
912+ 5.46% |
$41.8K - $42.8K
|
17.6K
$822K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
831+ 2.39% |
$38.1K - $39K
|
35.5K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
801New |
$36.7K - $37.6K
|
801
$37.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
721+ 5.66% |
$33K - $33.8K
|
13.5K
$628K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
676+ 4.51% |
$31K - $31.7K
|
15.7K
$730K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
609+ 6.74% |
$27.9K - $28.6K
|
9.64K
$450K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
555+ 4.55% |
$25.4K - $26K
|
12.7K
$594K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
519+ 5.71% |
$23.8K - $24.3K
|
9.6K
$448K
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
509+ 9.14% |
$23.3K - $23.9K
|
6.08K
$284K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
441+ 2.77% |
$20.2K - $20.7K
|
16.3K
$763K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
417New |
$19.1K - $19.6K
|
417
$19.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
306+ 1.76% |
$14K - $14.4K
|
17.7K
$827K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
299+ 3.61% |
$13.7K - $14K
|
8.58K
$400K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
239New |
$11K - $11.2K
|
239
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
229+ 20.59% |
$10.5K - $10.7K
|
1.34K
$62.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
218+ 4.84% |
$9.99K - $10.2K
|
4.73K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
161New |
$7.38K - $7.55K
|
161
$7.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
148+ 2.03% |
$6.78K - $6.94K
|
7.42K
$346K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
110+ 2.21% |
$5.04K - $5.16K
|
5.1K
$238K
|