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 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
52+ 0.56% |
$2.42K - $2.48K
|
9.37K
$446K
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
39+ 114.71% |
$1.81K - $1.86K
|
73
$3.48K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 72.73% |
$1.49K - $1.53K
|
76
$3.62K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25+ 1.76% |
$1.16K - $1.19K
|
1.45K
$68.9K
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
20+ 0.36% |
$929 - $953
|
5.53K
$263K
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
15+ 0.19% |
$697 - $715
|
8.1K
$386K
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
12+ 1.12% |
$558 - $572
|
1.08K
$51.4K
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
8+ 0.04% |
$372 - $381
|
18.1K
$861K
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.85% |
$139 - $143
|
355
$16.9K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 0.2% |
$139 - $143
|
1.5K
$71.2K
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.13% |
$92.9 - $95.3
|
1.49K
$70.9K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.0% |
$46.5 - $47.7
|
101
$4.81K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 1.29% |
$186 - $191
|
307
$14.6K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 0.42% |
$465 - $477
|
2.36K
$112K
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-13- 2.71% |
$604 - $620
|
466
$22.2K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-29- 1.98% |
$1.35K - $1.38K
|
1.43K
$68.2K
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-128- 36.78% |
$5.95K - $6.1K
|
220
$10.5K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-153- 70.83% |
$7.11K - $7.29K
|
63
$3K
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-156- 0.98% |
$7.25K - $7.44K
|
15.7K
$747K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-167- 2.07% |
$7.76K - $7.96K
|
7.9K
$376K
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-250- 0.99% |
$11.6K - $11.9K
|
25K
$1.19M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-292- 2.14% |
$13.6K - $13.9K
|
13.4K
$637K
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-428- 1.08% |
$19.9K - $20.4K
|
39.1K
$1.86M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.11K- 10.06% |
$51.7K - $53K
|
9.94K
$473K
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.47K- 16.82% |
$68.5K - $70.2K
|
7.28K
$347K
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.48K- 4.78% |
$69K - $70.7K
|
29.6K
$1.41M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.56K- 3.44% |
$119K - $122K
|
71.9K
$3.42M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.8KClosed |
$130K - $134K
|
0
$0
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.84K- 12.13% |
$132K - $136K
|
20.6K
$981K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.76K- 42.14% |
$221K - $227K
|
6.54K
$311K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.24K- 23.46% |
$290K - $297K
|
20.3K
$969K
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.9K- 0.82% |
$506K - $519K
|
1.31M
$62.4M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.5K- 46.22% |
$811K - $832K
|
20.3K
$967K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.5K- 43.88% |
$1.88M - $1.93M
|
51.8K
$2.47M
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-117K- 31.51% |
$5.41M - $5.55M
|
253K
$12.1M
|