Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.88% |
$139 - $146
|
344
$16.3K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.04% |
$92.6 - $97
|
5.1K
$242K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$46.3 - $48.5
|
1
$47.5
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5- 0.11% |
$231 - $243
|
4.69K
$223K
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-15- 1.06% |
$694 - $728
|
1.41K
$66.8K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35- 1.41% |
$1.62K - $1.7K
|
2.45K
$116K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-43- 0.32% |
$1.99K - $2.09K
|
13.2K
$627K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73- 0.6% |
$3.38K - $3.54K
|
12.1K
$576K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-103- 1.39% |
$4.77K - $5K
|
7.32K
$347K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-162- 1.89% |
$7.5K - $7.86K
|
8.42K
$400K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-184- 0.72% |
$8.52K - $8.93K
|
25.2K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-204- 1.18% |
$9.44K - $9.9K
|
17K
$808K
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-278- 1.7% |
$12.9K - $13.5K
|
16.1K
$763K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-421- 2.56% |
$19.5K - $20.4K
|
16K
$761K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-755- 9.76% |
$34.9K - $36.6K
|
6.98K
$332K
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-786- 1.39% |
$36.4K - $38.1K
|
55.7K
$2.65M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-879- 5.27% |
$40.7K - $42.6K
|
15.8K
$750K
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.35K- 2.52% |
$62.5K - $65.5K
|
52.2K
$2.48M
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-1.86K- 53.62% |
$86.1K - $90.3K
|
1.61K
$76.4K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.87K- 7.95% |
$86.5K - $90.6K
|
21.6K
$1.03M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.91K- 22.84% |
$88.4K - $92.7K
|
6.45K
$306K
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.94K- 6.12% |
$89.7K - $94K
|
29.7K
$1.41M
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.88K- 18.43% |
$134K - $140K
|
12.8K
$606K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.89K- 16.42% |
$134K - $140K
|
14.7K
$699K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.09K- 3.29% |
$143K - $150K
|
90.9K
$4.31M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.38K- 16.95% |
$157K - $164K
|
16.6K
$787K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.02K- 49.92% |
$278K - $292K
|
6.04K
$287K
|