Purchases and Sales Made in Q4 2023 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
68.5K+ 33.14% |
$3.03M - $3.24M
|
275K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.3K+ 51.5% |
$2.53M - $2.71M
|
169K
$7.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.8K+ 14.65% |
$2.07M - $2.22M
|
366K
$17.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
40.9K+ 24.51% |
$1.81M - $1.94M
|
208K
$9.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
31.8KNew |
$1.41M - $1.51M
|
31.8K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.6KNew |
$1.31M - $1.4M
|
29.6K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
29.2K+ 55.86% |
$1.29M - $1.38M
|
81.4K
$3.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
22.6KNew |
$1M - $1.07M
|
22.6K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
19.8K+ 2.03% |
$873K - $935K
|
995K
$46.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
13.3KNew |
$589K - $631K
|
13.3K
$627K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.4K+ 19.68% |
$506K - $542K
|
69.5K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
10.3K+ 35.69% |
$453K - $486K
|
39K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.62K+ 5.6% |
$425K - $455K
|
181K
$8.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.08K+ 8.7% |
$269K - $288K
|
75.9K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.2KNew |
$230K - $246K
|
5.2K
$245K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.34KNew |
$192K - $206K
|
4.34K
$204K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3.64KNew |
$161K - $173K
|
3.64K
$172K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.03KNew |
$134K - $143K
|
3.03K
$143K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
2.36K+ 24.03% |
$104K - $112K
|
12.2K
$573K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.94KNew |
$85.8K - $91.9K
|
1.94K
$91.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.65K+ 15.68% |
$73K - $78.2K
|
12.2K
$573K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.4K+ 6.77% |
$61.9K - $66.3K
|
22.1K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.23K+ 8.85% |
$54.2K - $58.1K
|
15.1K
$710K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
991+ 5.51% |
$43.8K - $46.9K
|
19K
$894K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
883+ 19.78% |
$39K - $41.8K
|
5.35K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
630New |
$27.9K - $29.8K
|
630
$29.7K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
502+ 3.26% |
$22.2K - $23.8K
|
15.9K
$749K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
502+ 3.26% |
$22.2K - $23.8K
|
15.9K
$749K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
470+ 4.18% |
$20.8K - $22.3K
|
11.7K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
398+ 5.38% |
$17.6K - $18.8K
|
7.8K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
385+ 5.51% |
$17K - $18.2K
|
7.38K
$347K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
374+ 1.35% |
$16.5K - $17.7K
|
28.1K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
358+ 7.08% |
$15.8K - $17K
|
5.41K
$255K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
310+ 210.88% |
$13.7K - $14.7K
|
457
$21.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
268+ 4.87% |
$11.8K - $12.7K
|
5.78K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
245+ 21.36% |
$10.8K - $11.6K
|
1.39K
$65.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
220+ 1.29% |
$9.73K - $10.4K
|
17.3K
$815K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
220+ 184.87% |
$9.73K - $10.4K
|
339
$16K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
207+ 3450.0% |
$9.15K - $9.8K
|
213
$10K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
159+ 2.59% |
$7.03K - $7.53K
|
6.29K
$296K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
147New |
$6.5K - $6.96K
|
147
$6.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
97+ 1.35% |
$4.29K - $4.59K
|
7.27K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58New |
$2.56K - $2.75K
|
58
$2.73K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
55New |
$2.43K - $2.6K
|
55
$2.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
51New |
$2.25K - $2.42K
|
51
$2.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30+ 120.0% |
$1.33K - $1.42K
|
55
$2.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19+ 380.0% |
$840 - $900
|
24
$1.13K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 29.31% |
$752 - $805
|
75
$3.53K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7+ 0.43% |
$309 - $332
|
1.63K
$76.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 1.21% |
$177 - $189
|
335
$15.8K
|