Purchases and Sales Made in Q4 2025 in Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.14K+ 62.5% |
$246K - $249K
|
13.4K
$641K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
640New |
$30.7K - $31K
|
640
$30.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
249+ 1.48% |
$11.9K - $12.1K
|
17.1K
$820K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
140+ 0.89% |
$6.71K - $6.79K
|
15.9K
$764K
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
93+ 0.56% |
$4.46K - $4.51K
|
16.6K
$797K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
63+ 0.56% |
$3.02K - $3.06K
|
11.4K
$546K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
20+ 0.25% |
$958 - $970
|
8.14K
$390K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.06% |
$47.9 - $48.5
|
1.61K
$77.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.09% |
$47.9 - $48.5
|
1.07K
$51.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-10- 0.08% |
$479 - $485
|
12.8K
$612K
|
|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-4.32K- 2.75% |
$207K - $210K
|
153K
$7.33M
|
|