Latest Institutional Purchases of Ishares Trust Ishares Usd Gre (BGRN)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares Usd Gre (BGRN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
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 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 1.45% |
$233 - $242
|
349
$16.4K
|
|
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
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
105K+ 24.99% |
$4.88M - $5.11M
|
527K
$24.7M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
86.7K+ 17.19% |
$4.01M - $4.21M
|
591K
$27.7M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
32.4K+ 2.74% |
$1.5M - $1.57M
|
1.22M
$57M
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
16.1K+ 4.94% |
$745K - $781K
|
342K
$16.1M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11.1KNew |
$512K - $536K
|
11.1K
$518K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 7.86% |
$492K - $515K
|
146K
$6.84M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.01K+ 33.17% |
$417K - $437K
|
36.2K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.95K+ 4.24% |
$368K - $386K
|
195K
$9.16M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.59K+ 3.22% |
$351K - $368K
|
243K
$11.4M
|
|
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
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
5.43K+ 54.25% |
$251K - $263K
|
15.4K
$724K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.84KNew |
$224K - $235K
|
4.84K
$227K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4.77K+ 10.1% |
$221K - $232K
|
52K
$2.44M
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.92K+ 29.95% |
$181K - $190K
|
17K
$797K
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3.59K+ 27.96% |
$166K - $174K
|
16.4K
$770K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.31K+ 4.78% |
$153K - $161K
|
72.7K
$3.41M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.13K+ 265.29% |
$98.4K - $103K
|
2.93K
$137K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.08K+ 1.84% |
$96.2K - $101K
|
115K
$5.4M
|