Purchases and Sales Made in Q3 2024 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.69K+ 26.11% |
$310K - $324K
|
32.3K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
5.14KNew |
$238K - $250K
|
5.14K
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.94KNew |
$228K - $239K
|
4.94K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
4.47K+ 46.51% |
$207K - $217K
|
14.1K
$667K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.92K+ 29.95% |
$181K - $190K
|
17K
$806K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.08K+ 1.84% |
$96.2K - $101K
|
115K
$5.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.98K+ 8.02% |
$91.5K - $95.9K
|
26.6K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
875+ 6.22% |
$40.5K - $42.5K
|
14.9K
$708K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
785+ 102.88% |
$36.3K - $38.1K
|
1.55K
$73.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
724+ 20.98% |
$33.5K - $35.1K
|
4.18K
$198K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
680+ 5.15% |
$31.5K - $33K
|
13.9K
$658K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
497+ 1.54% |
$23K - $24.1K
|
32.7K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
435+ 3.43% |
$20.1K - $21.1K
|
13.1K
$622K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
328+ 6.94% |
$15.2K - $15.9K
|
5.05K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
316+ 93.22% |
$14.6K - $15.3K
|
655
$31K
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
110+ 1.26% |
$5.09K - $5.34K
|
8.84K
$419K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
36+ 0.28% |
$1.67K - $1.75K
|
12.8K
$605K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.88% |
$139 - $146
|
344
$16.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.04% |
$92.6 - $97
|
5.1K
$242K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5- 0.11% |
$231 - $243
|
4.69K
$222K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-15- 1.06% |
$694 - $728
|
1.41K
$66.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-278- 1.7% |
$12.9K - $13.5K
|
16.1K
$761K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-421- 2.56% |
$19.5K - $20.4K
|
16K
$759K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-755- 9.76% |
$34.9K - $36.6K
|
6.98K
$331K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-786- 1.39% |
$36.4K - $38.1K
|
55.7K
$2.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.35K- 2.52% |
$62.5K - $65.5K
|
52.2K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.88K- 18.43% |
$134K - $140K
|
12.8K
$605K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.38K- 16.95% |
$157K - $164K
|
16.6K
$785K
|