Purchases and Sales Made in Q3 2023 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
190KNew |
$8.54M - $8.87M
|
190K
$8.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
99.2K+ 526.23% |
$4.46M - $4.64M
|
118K
$5.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
66K+ 46.97% |
$2.97M - $3.09M
|
207K
$9.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
37KNew |
$1.66M - $1.73M
|
37K
$1.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
31.8K+ 3.37% |
$1.43M - $1.48M
|
975K
$45.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26K+ 8.86% |
$1.17M - $1.21M
|
319K
$14.9M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.4K+ 146.86% |
$962K - $999K
|
35.9K
$1.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
15.9K+ 1.68% |
$716K - $744K
|
961K
$44.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
BUY
|
- |
12.8KNew |
$576K - $598K
|
12.8K
$597K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.14KNew |
$411K - $427K
|
9.14K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.78K+ 12.35% |
$395K - $411K
|
79.9K
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.14K+ 86.71% |
$321K - $334K
|
15.4K
$717K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.86K+ 13.38% |
$309K - $321K
|
58.1K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.18K+ 17.06% |
$233K - $242K
|
35.6K
$1.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
4.42K+ 18.15% |
$199K - $206K
|
28.7K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.31K+ 47.6% |
$149K - $154K
|
10.2K
$478K
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.25K+ 3.03% |
$146K - $152K
|
111K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.45K+ 14.65% |
$110K - $114K
|
19.2K
$894K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.13K+ 100.43% |
$95.6K - $99.4K
|
4.24K
$198K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.03KNew |
$91.2K - $94.7K
|
2.03K
$94.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.79K+ 3.12% |
$80.3K - $83.4K
|
58.9K
$2.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.61K+ 8.43% |
$72.3K - $75.2K
|
20.7K
$965K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.45K+ 5.53% |
$65.3K - $67.9K
|
27.7K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.31K+ 23.14% |
$59.1K - $61.4K
|
6.99K
$326K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
1.04K+ 11.87% |
$46.9K - $48.7K
|
9.82K
$458K
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
975+ 10.92% |
$43.9K - $45.6K
|
9.91K
$462K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
885+ 13.59% |
$39.8K - $41.4K
|
7.4K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
780+ 1.13% |
$35.1K - $36.5K
|
69.9K
$3.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
705+ 4.08% |
$31.7K - $33K
|
18K
$840K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
690+ 0.4% |
$31K - $32.3K
|
172K
$8.01M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
665+ 137.97% |
$29.9K - $31.1K
|
1.15K
$53.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
587+ 8.92% |
$26.4K - $27.4K
|
7.17K
$334K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
489+ 4.55% |
$22K - $22.9K
|
11.2K
$524K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
488+ 2.65% |
$22K - $22.8K
|
18.9K
$883K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
487+ 3.26% |
$21.9K - $22.8K
|
15.4K
$719K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
487+ 3.26% |
$21.9K - $22.8K
|
15.4K
$719K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
262+ 2.44% |
$11.8K - $12.2K
|
11K
$514K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
248+ 1.82% |
$11.2K - $11.6K
|
13.9K
$646K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
155+ 0.91% |
$6.97K - $7.24K
|
17.1K
$798K
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
123+ 8.22% |
$5.53K - $5.75K
|
1.62K
$75.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
116+ 2.67% |
$5.22K - $5.42K
|
4.46K
$208K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
59New |
$2.65K - $2.76K
|
59
$2.75K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
58New |
$2.61K - $2.71K
|
58
$2.71K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45+ 0.14% |
$2.02K - $2.1K
|
32.5K
$1.52M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
29+ 0.47% |
$1.3K - $1.36K
|
6.24K
$291K
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
24+ 0.39% |
$1.08K - $1.12K
|
6.13K
$286K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18+ 0.24% |
$810 - $841
|
7.43K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5+ 0.06% |
$225 - $234
|
7.94K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5New |
$225 - $234
|
5
$233
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.91% |
$135 - $140
|
331
$15.4K
|