Vanguard Personalized Indexing Management, LLC Ishares Trust Ishares Usd Gre Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$46.75 - $50.46 $230,150 - $248,414	-4,923 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$49.9 - $54.04 $1,097 - $1,188	-22 Reduced 0.44%	4,923 $249,000
Q4 2021 Feb 23, 2022	BUY	$54.2 - $55.52 $8,943 - $9,160	165 Added 3.45%	4,945 $268,000
Q4 2020 Jan 20, 2021	BUY	$55.52 - $56.33 $265,385 - $269,257	4,780 New	4,780 $269,000
Q4 2020 Jan 19, 2021	SELL	$55.52 - $56.33 $234,738 - $238,163	-4,228 Closed	0 $0
Q3 2020 Oct 26, 2020	BUY	$54.58 - $55.66 $230,764 - $235,330	4,228 New	4,228 $235,000

Others Institutions Holding BGRN

# of Institutions

114

Shares Held

6.53M

Call Options Held

Put Options Held

Betterment LLC New York, NY

1.22M
Shares

$56.7 Million
0.14% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

955K
Shares

$44.5 Million
0.16% of portfolio
Personal Capital Advisors Corp

906K
Shares

$42.3 Million
0.2% of portfolio
Envestnet Asset Management Inc

591K
Shares

$27.6 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

527K
Shares

$24.6 Million
0.06% of portfolio

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