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 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
47.2K+ 4.94% |
$2.19M - $2.28M
|
1M
$47M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12KNew |
$557K - $578K
|
12K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.97KNew |
$324K - $337K
|
6.97K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.51KNew |
$303K - $315K
|
6.51K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.91KNew |
$275K - $286K
|
5.91K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.74K+ 65.51% |
$127K - $132K
|
6.91K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.33K+ 18.24% |
$108K - $112K
|
15.1K
$708K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.32K+ 15.56% |
$108K - $112K
|
17.3K
$809K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.67KNew |
$77.8K - $80.8K
|
1.67K
$78.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.24K+ 59.86% |
$57.5K - $59.7K
|
3.3K
$155K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
835+ 6.01% |
$38.8K - $40.3K
|
14.7K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
778+ 6.31% |
$36.2K - $37.6K
|
13.1K
$615K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
660+ 7.46% |
$30.7K - $31.9K
|
9.5K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
650+ 4.95% |
$30.2K - $31.4K
|
13.8K
$646K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
592+ 2.74% |
$27.5K - $28.6K
|
22.2K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
385+ 19.4% |
$17.9K - $18.6K
|
2.37K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
276+ 1.72% |
$12.8K - $13.3K
|
16.3K
$765K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
262+ 1.63% |
$12.2K - $12.7K
|
16.3K
$766K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
209+ 0.78% |
$9.72K - $10.1K
|
26.8K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
175+ 3.4% |
$8.14K - $8.46K
|
5.32K
$249K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
167+ 1.31% |
$7.77K - $8.07K
|
12.9K
$607K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
144+ 1.4% |
$6.7K - $6.96K
|
10.4K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
127+ 0.77% |
$5.91K - $6.14K
|
16.7K
$783K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
103+ 7.33% |
$4.79K - $4.98K
|
1.51K
$70.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
65New |
$3.02K - $3.14K
|
65
$3.05K
|
|
|
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
$139K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
32+ 0.69% |
$1.49K - $1.55K
|
4.65K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
25New |
$1.16K - $1.21K
|
25
$1.17K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8+ 0.13% |
$372 - $387
|
6.31K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 2.56% |
$46.5 - $48.3
|
40
$1.88K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
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
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-57- 1.22% |
$2.65K - $2.75K
|
4.63K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-220- 33.59% |
$10.2K - $10.6K
|
435
$20.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-339- 2.41% |
$15.8K - $16.4K
|
13.7K
$644K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-449- 3.3% |
$20.9K - $21.7K
|
13.2K
$617K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-582- 11.79% |
$27.1K - $28.1K
|
4.35K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-763- 49.29% |
$35.5K - $36.9K
|
785
$36.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.08K- 8.15% |
$50.1K - $52K
|
12.1K
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.03K- 29.13% |
$94.6K - $98.3K
|
4.95K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-42K- 80.41% |
$1.95M - $2.03M
|
10.2K
$480K
|