Purchases and Sales Made in Q2 2025 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q2 2025. 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, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
94.2K+ 14.42% |
$4.38M - $4.49M
|
748K
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.5K+ 16.11% |
$1.93M - $1.98M
|
299K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36.2KNew |
$1.68M - $1.73M
|
36.2K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
35.4K+ 107.12% |
$1.64M - $1.69M
|
68.4K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.6K+ 17758.97% |
$1.61M - $1.65M
|
34.8K
$1.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.8K+ 3.58% |
$1.06M - $1.09M
|
660K
$31.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.8K+ 18.25% |
$1.01M - $1.04M
|
141K
$6.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.6K+ 11.51% |
$677K - $694K
|
141K
$6.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.3KNew |
$663K - $680K
|
14.3K
$679K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
13.5K+ 78.71% |
$629K - $645K
|
30.7K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11.8K+ 1.13% |
$551K - $565K
|
1.06M
$50.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
11.6K+ 37.1% |
$537K - $551K
|
42.7K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.12K+ 3.27% |
$331K - $339K
|
224K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.05KNew |
$327K - $336K
|
7.05K
$335K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.13K+ 26.35% |
$238K - $245K
|
24.6K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.11K+ 6.94% |
$191K - $196K
|
63.4K
$3.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.94K+ 46.48% |
$183K - $188K
|
12.4K
$591K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.9K+ 12.39% |
$181K - $186K
|
35.4K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
3.78K+ 32.5% |
$176K - $180K
|
15.4K
$733K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.32K+ 37.5% |
$154K - $158K
|
12.2K
$579K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.71K+ 24.2% |
$126K - $129K
|
13.9K
$663K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.35KNew |
$109K - $112K
|
2.35K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.89K+ 30.76% |
$87.7K - $90K
|
8.03K
$382K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.76K+ 25.44% |
$81.7K - $83.8K
|
8.67K
$413K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.58K+ 2.4% |
$73.3K - $75.2K
|
67.4K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.25K+ 28.0% |
$58.1K - $59.6K
|
5.72K
$272K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.03KNew |
$48K - $49.3K
|
1.03K
$49.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
972+ 21.84% |
$45.2K - $46.3K
|
5.42K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
891+ 7.6% |
$41.4K - $42.5K
|
12.6K
$601K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
763+ 3.74% |
$35.5K - $36.4K
|
21.2K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
689+ 17.83% |
$32K - $32.8K
|
4.55K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
640+ 3.47% |
$29.7K - $30.5K
|
19.1K
$909K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
631+ 3.86% |
$29.3K - $30.1K
|
17K
$807K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
533+ 3.94% |
$24.8K - $25.4K
|
14.1K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
527+ 4.97% |
$24.5K - $25.1K
|
11.1K
$530K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
456+ 3.15% |
$21.2K - $21.7K
|
14.9K
$710K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
425New |
$19.7K - $20.3K
|
425
$20.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
369+ 4.05% |
$17.1K - $17.6K
|
9.47K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
362+ 2.3% |
$16.8K - $17.3K
|
16.1K
$767K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
352+ 1.99% |
$16.4K - $16.8K
|
18.1K
$860K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
195+ 1.07% |
$9.06K - $9.3K
|
18.4K
$874K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
175+ 7.3% |
$8.13K - $8.34K
|
2.57K
$122K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
168+ 3.09% |
$7.81K - $8.01K
|
5.6K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
158+ 1.21% |
$7.34K - $7.53K
|
13.2K
$628K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
143+ 2.73% |
$6.65K - $6.82K
|
5.39K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
126New |
$5.86K - $6.01K
|
126
$6K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97New |
$4.51K - $4.62K
|
97
$4.62K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
75+ 2.17% |
$3.49K - $3.58K
|
3.53K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
75+ 4.56% |
$3.49K - $3.58K
|
1.72K
$81.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
65New |
$3.02K - $3.1K
|
65
$3.09K
|