Purchases and Sales Made in Q4 2024 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
144+ 1.4% |
$6.7K - $6.96K
|
10.4K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
134+ 0.7% |
$6.23K - $6.47K
|
19.3K
$908K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
127+ 0.77% |
$5.91K - $6.14K
|
16.7K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
111+ 1.95% |
$5.16K - $5.36K
|
5.81K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
103+ 7.33% |
$4.79K - $4.98K
|
1.51K
$71.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98+ 6.61% |
$4.56K - $4.74K
|
1.58K
$74.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
65New |
$3.02K - $3.14K
|
65
$3.06K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
41+ 1.4% |
$1.91K - $1.98K
|
2.97K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
33+ 2.05% |
$1.54K - $1.59K
|
1.64K
$77.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32+ 0.69% |
$1.49K - $1.55K
|
4.65K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
25New |
$1.16K - $1.21K
|
25
$1.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
15+ 1.43% |
$698 - $725
|
1.06K
$50K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8+ 0.13% |
$372 - $387
|
6.31K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 1.45% |
$233 - $242
|
349
$16.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2+ 0.02% |
$93 - $96.6
|
10.9K
$512K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.56% |
$46.5 - $48.3
|
40
$1.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.04% |
$46.5 - $48.3
|
2.38K
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.33% |
$46.5 - $48.3
|
44
$2.07K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1Closed |
$46.5 - $48.3
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2- 0.01% |
$93 - $96.6
|
14K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28- 0.38% |
$1.3K - $1.35K
|
7.29K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-57- 1.22% |
$2.65K - $2.75K
|
4.63K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-80- 3.27% |
$3.72K - $3.87K
|
2.37K
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-97- 0.38% |
$4.51K - $4.69K
|
25.1K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-164- 1.95% |
$7.63K - $7.92K
|
8.26K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-180- 1.14% |
$8.37K - $8.7K
|
15.6K
$736K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-220- 33.59% |
$10.2K - $10.6K
|
435
$20.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-272- 98.55% |
$12.7K - $13.1K
|
4
$189
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-316- 0.85% |
$14.7K - $15.3K
|
36.9K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-322- 0.98% |
$15K - $15.6K
|
32.4K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-339- 2.41% |
$15.8K - $16.4K
|
13.7K
$647K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-449- 3.3% |
$20.9K - $21.7K
|
13.2K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-543- 10.74% |
$25.3K - $26.2K
|
4.51K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-582- 11.79% |
$27.1K - $28.1K
|
4.35K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-652- 0.72% |
$30.3K - $31.5K
|
90.2K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-706- 4.79% |
$32.8K - $34.1K
|
14K
$661K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-763- 49.29% |
$35.5K - $36.9K
|
785
$37K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-831- 6.85% |
$38.7K - $40.2K
|
11.3K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.08K- 8.15% |
$50.1K - $52K
|
12.1K
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.03K- 29.13% |
$94.6K - $98.3K
|
4.95K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.48K- 68.31% |
$162K - $168K
|
1.62K
$76.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.26K- 2.17% |
$245K - $254K
|
238K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.3K- 10.65% |
$386K - $401K
|
69.6K
$3.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-42K- 80.41% |
$1.95M - $2.03M
|
10.2K
$482K
|