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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51New |
$2.34K - $2.43K
|
51
$2.39K
|
|
| Q4 2022 | |||||||
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
600New |
$26.7K - $28.2K
|
600
$28.1K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1.1KNew |
$48.9K - $51.8K
|
1.1K
$51.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
903New |
$40.1K - $42.5K
|
903
$42.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
31.4K+ 3.59% |
$1.39M - $1.48M
|
906K
$42.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.53KNew |
$423K - $448K
|
9.53K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
152New |
$6.75K - $7.15K
|
152
$7.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
175New |
$7.77K - $8.23K
|
175
$8.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
740New |
$32.9K - $34.8K
|
740
$34.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.18K+ 99.33% |
$52.4K - $55.5K
|
2.37K
$111K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
133New |
$5.91K - $6.26K
|
133
$6.24K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
563New |
$25K - $26.5K
|
563
$26.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2New |
$88.8 - $94.1
|
2
$93.8
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.02% |
$44.4 - $47.1
|
5.08K
$238K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
500New |
$22.2K - $23.5K
|
500
$23.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-730- 86.9% |
$32.4K - $34.3K
|
110
$5.16K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
362New |
$16.9K - $18.3K
|
362
$17K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.48KClosed |
$349K - $377K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.6KNew |
$449K - $484K
|
9.6K
$450K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.26KClosed |
$152K - $164K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.92KClosed |
$230K - $248K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-809Closed |
$37.8K - $40.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
900+ 12.21% |
$42.1K - $45.4K
|
8.27K
$388K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.88% |
$93.5 - $101
|
228
$10.7K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-4.79KClosed |
$224K - $242K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-225- 7.25% |
$10.5K - $11.4K
|
2.88K
$135K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
775New |
$38.7K - $41.9K
|
775
$36.3K
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-5.52KClosed |
$276K - $298K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-53- 10.62% |
$2.64K - $2.86K
|
446
$20.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-26.1KClosed |
$1.3M - $1.41M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-5.13KClosed |
$256K - $277K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
22.2KNew |
$1.2M - $1.23M
|
22.2K
$1.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22Closed |
$1.19K - $1.22K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20New |
$1.08K - $1.11K
|
20
$938
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-4.04K- 40.41% |
$219K - $224K
|
5.96K
$279K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-71.9KClosed |
$3.9M - $3.99M
|
0
$0
|
|
| Q3 2021 | |||||||
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-4.9KClosed |
$268K - $275K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
131New |
$7.07K - $7.19K
|
131
$6.14K
|
|
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.89KClosed |
$480K - $488K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.95KClosed |
$213K - $217K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
95.7K+ 12709.03% |
$5.17M - $5.26M
|
96.5K
$4.52M
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
700+ 38.5% |
$38.2K - $39.4K
|
2.52K
$118K
|
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-93Closed |
$5.07K - $5.24K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-38Closed |
$2.07K - $2.14K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-518Closed |
$28.8K - $29.2K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
SELL
|
- |
-21.1KClosed |
$1.17M - $1.19M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
61New |
$3.33K - $3.4K
|
61
$2.86K
|
|
|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.95KClosed |
$270K - $276K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-20KClosed |
$1.05M - $1.1M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
920New |
$47.9K - $51.2K
|
920
$43.1K
|
|