Purchases and Sales Made in Q3 2022 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
95.9K+ 12.32% |
$4.34M - $4.69M
|
875K
$41.1M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.1K+ 56.56% |
$955K - $1.03M
|
58.5K
$2.75M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.4K+ 142.79% |
$921K - $996K
|
34.6K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.3KNew |
$827K - $895K
|
18.3K
$860K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.8K+ 17.44% |
$805K - $871K
|
120K
$5.63M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
16.1KNew |
$727K - $787K
|
16.1K
$756K
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.1KNew |
$592K - $641K
|
13.1K
$616K
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
7.45KNew |
$336K - $364K
|
7.45K
$350K
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.3K+ 25.19% |
$285K - $308K
|
31.3K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.27KNew |
$238K - $258K
|
5.27K
$248K
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.59K+ 3.85% |
$162K - $176K
|
96.8K
$4.55M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.46K+ 8.98% |
$156K - $169K
|
41.9K
$1.97M
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
3.12K+ 7.2% |
$141K - $153K
|
46.5K
$2.19M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.4K+ 15.69% |
$109K - $117K
|
17.7K
$832K
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 14.14% |
$87.7K - $94.9K
|
15.7K
$736K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.65K+ 10.82% |
$74.6K - $80.7K
|
16.9K
$794K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
1.19K+ 16.01% |
$53.6K - $58K
|
8.6K
$404K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 1.68% |
$50.7K - $54.9K
|
68K
$3.19M
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
1.1K+ 11.94% |
$49.6K - $53.7K
|
10.3K
$484K
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
939+ 12.4% |
$42.4K - $45.9K
|
8.51K
$400K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
879+ 0.54% |
$39.7K - $43K
|
164K
$7.69M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
769New |
$34.8K - $37.6K
|
769
$36.1K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
615+ 7.36% |
$27.8K - $30.1K
|
8.98K
$422K
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
382+ 57.88% |
$17.3K - $18.7K
|
1.04K
$49K
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
164+ 4.68% |
$7.41K - $8.02K
|
3.67K
$172K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59+ 29.95% |
$2.67K - $2.89K
|
256
$12K
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28+ 0.46% |
$1.27K - $1.37K
|
6.15K
$289K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20+ 0.35% |
$904 - $978
|
5.7K
$268K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17+ 0.68% |
$768 - $831
|
2.52K
$118K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7+ 0.44% |
$316 - $342
|
1.58K
$74.4K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
5+ 0.14% |
$226 - $245
|
3.46K
$162K
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5+ 0.34% |
$226 - $245
|
1.47K
$68.9K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.63% |
$90.4 - $97.8
|
320
$15K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 3.85% |
$90.4 - $97.8
|
50
$2.35K
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-14- 0.09% |
$633 - $685
|
15.8K
$742K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-15- 0.1% |
$678 - $734
|
14.8K
$696K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-33- 0.5% |
$1.49K - $1.61K
|
6.53K
$307K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-79- 65.29% |
$3.57K - $3.86K
|
42
$1.97K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-96- 7.48% |
$4.34K - $4.7K
|
1.19K
$55.8K
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-140- 1.91% |
$6.33K - $6.85K
|
7.19K
$338K
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-147- 80.33% |
$6.64K - $7.19K
|
36
$1.69K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-160- 10.95% |
$7.23K - $7.83K
|
1.3K
$61.1K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-221- 4.17% |
$9.99K - $10.8K
|
5.08K
$239K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-228- 3.77% |
$10.3K - $11.2K
|
5.82K
$273K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-378- 8.83% |
$17.1K - $18.5K
|
3.9K
$183K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-466- 5.43% |
$21.1K - $22.8K
|
8.11K
$381K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-835- 3.24% |
$37.7K - $40.8K
|
25K
$1.17M
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.01K- 33.82% |
$45.7K - $49.4K
|
1.98K
$92.9K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.1K- 4.61% |
$49.8K - $53.9K
|
22.8K
$1.07M
|