Latest Institutional Transactions on Ishares Trust Ishares Usd Gre (BGRN)
This table provides information on the latest institutional transactions involving Ishares Trust Ishares Usd Gre (BGRN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.1KNew |
$512K - $536K
|
11.1K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.84KNew |
$224K - $235K
|
4.84K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.02K- 49.92% |
$278K - $292K
|
6.04K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
259+ 1523.53% |
$12K - $12.6K
|
276
$12.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-204- 1.18% |
$9.44K - $9.9K
|
17K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
365+ 6.85% |
$16.9K - $17.7K
|
5.7K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.13K+ 265.29% |
$98.4K - $103K
|
2.93K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 7.86% |
$492K - $515K
|
146K
$6.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
143+ 1.06% |
$6.62K - $6.94K
|
13.6K
$634K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-162- 1.89% |
$7.5K - $7.86K
|
8.42K
$393K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.01K+ 33.17% |
$417K - $437K
|
36.2K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
86.7K+ 17.19% |
$4.01M - $4.21M
|
591K
$27.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.53K+ 0.79% |
$348K - $365K
|
955K
$44.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-35- 1.41% |
$1.62K - $1.7K
|
2.45K
$114K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.77K+ 10.1% |
$221K - $232K
|
52K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
16.1K+ 4.94% |
$745K - $781K
|
342K
$16M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.71K+ 4.82% |
$79.3K - $83.2K
|
37.2K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.87K- 7.95% |
$86.5K - $90.6K
|
21.6K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.22K+ 20.13% |
$56.7K - $59.4K
|
7.3K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
355+ 2.59% |
$16.4K - $17.2K
|
14K
$654K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.98K+ 8.02% |
$91.5K - $95.9K
|
26.6K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
724+ 20.98% |
$33.5K - $35.1K
|
4.18K
$195K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-786- 1.39% |
$36.4K - $38.1K
|
55.7K
$2.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
328+ 6.94% |
$15.2K - $15.9K
|
5.05K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
316+ 93.22% |
$14.6K - $15.3K
|
655
$30.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.92K+ 29.95% |
$181K - $190K
|
17K
$793K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
497+ 1.54% |
$23K - $24.1K
|
32.7K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.69K+ 26.11% |
$310K - $324K
|
32.3K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
4.47K+ 46.51% |
$207K - $217K
|
14.1K
$656K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.88% |
$139 - $146
|
344
$16K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
435+ 3.43% |
$20.1K - $21.1K
|
13.1K
$612K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.08K+ 1.84% |
$96.2K - $101K
|
115K
$5.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
5.14KNew |
$238K - $250K
|
5.14K
$240K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.04% |
$92.6 - $97
|
5.1K
$238K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1New |
$45.8 - $46.9
|
1
$46.6
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.01% |
$45.8 - $46.9
|
10.9K
$506K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.31K- 97.75% |
$59.8K - $61.2K
|
30
$1.4K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
95New |
$4.35K - $4.46K
|
95
$4.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
229+ 20.59% |
$10.5K - $10.7K
|
1.34K
$62.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48K- 78.35% |
$2.2M - $2.25M
|
13.3K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.6KNew |
$579K - $592K
|
12.6K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.58K+ 343.68% |
$118K - $121K
|
3.33K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
98+ 0.46% |
$4.49K - $4.6K
|
21.6K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.6KNew |
$716K - $733K
|
15.6K
$729K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-906- 52.46% |
$41.5K - $42.5K
|
821
$38.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
161New |
$7.38K - $7.55K
|
161
$7.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5+ 1.09% |
$229 - $235
|
465
$21.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
5+ 0.03% |
$229 - $235
|
19.1K
$891K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.38% |
$45.8 - $46.9
|
43
$2K
|
|