Free Trial

iShares USD Green Bond ETF (BGRN) Institutional Ownership

→ Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad)
Free BGRN Stock Alerts
$46.47
-0.11 (-0.24%)
(As of 05/17/2024 08:53 PM ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for iShares USD Green Bond ETF (NASDAQ:BGRN)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$2.79B
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$5.87M
Get BGRN Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares USD Green Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BGRN Institutional Buying and Selling by Quarter

iShares USD Green Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2024 Envestnet Portfolio Solutions Inc.34,704$1.63M0.0%-1.6%0.460%
5/4/2024 PrairieView Partners LLC9,085$426K0.0%-10.3%0.120%
5/4/2024 Gould Asset Management LLC CA6,350$298K0.1%N/A0.084%
5/4/2024 Richardson Financial Services Inc.763$36K0.0%N/A0.010%
5/2/2024 Better Money Decisions LLC14,974$702K0.6%-4.2%0.198%
4/30/2024 Private Wealth Management Group LLC23,689$1.11M0.5%+4.7%0.314%
4 Cryptos BETTER than Bitcoin (Ad)

Former Wall Street Insider and Professional Money Manager Reveals 4 Cryptos BETTER Than Bitcoin

Click For My #1 FREE Crypto for 2024
4/26/2024 Robinson Smith Wealth Advisors LLC33,188$1.56M1.5%+4.4%0.440%
4/23/2024 Morton Brown Family Wealth LLC2,119$99K0.0%+30.3%0.028%
4/23/2024 Raymond James Financial Services Advisors Inc.25,881$1.21M0.0%-5.6%0.343%
4/22/2024 PFG Investments LLC7,836$367K0.0%N/A0.104%
4/22/2024 Laurel Wealth Planning LLC55,267$2.59M1.7%+4.5%0.732%
4/18/2024 Omega Financial Group LLC15,908$746K0.3%+9.7%0.212%
4/18/2024 Francis Financial Inc.291,536$13.67M4.4%+40.3%3.887%
4/15/2024 Elevated Capital Advisors LLC4,818$226K0.1%N/A0.064%
4/10/2024 Aprio Wealth Management LLC12,186$571K0.1%+4.0%0.162%
2/16/2024 Clarity Asset Management Inc.3,643$172K0.1%N/A0.051%
2/12/2024 Robinson Smith Wealth Advisors LLC31,798$1.50M1.5%N/A0.442%
2/9/2024 Advisory Services Network LLC20,961$990K0.0%-15.7%0.291%
2/9/2024 Franklin Resources Inc.17,320$818K0.0%+1.3%0.241%
2/9/2024 Assetmark Inc.38,989$1.84M0.0%+35.7%0.542%
2/9/2024 Sachetta LLC1,940$92K0.0%N/A0.027%
2/8/2024 Private Wealth Management Group LLC22,618$1.07M0.5%N/A0.314%
2/8/2024 Beacon Pointe Advisors LLC5,203$246K0.0%N/A0.072%
2/7/2024 Envestnet Portfolio Solutions Inc.35,260$1.67M0.0%-4.6%0.490%
2/7/2024 Berger Financial Group Inc17,320$818K0.1%-29.7%0.241%
2/7/2024 Principal Securities Inc.3,027$143K0.0%N/A0.042%
2/6/2024 Johnson Financial Group LLC12,177$575K0.1%+15.7%0.169%
2/5/2024 Kestra Private Wealth Services LLC7,378$348K0.0%+5.5%0.102%
2/5/2024 Brio Consultants LLC12,177$575K0.1%+24.0%0.169%
2/2/2024 Bank Julius Baer & Co. Ltd Zurich58,200$2.75M0.0%-1.2%0.808%
2/2/2024 Atria Wealth Solutions Inc.12,614$596K0.0%-2.9%0.175%
2/1/2024 CWM LLC3,003$142K0.0%-51.9%0.042%
1/30/2024 Carnegie Capital Asset Management LLC4,340$205K0.0%N/A0.060%
1/30/2024 Vontobel Holding Ltd.15,905$751K0.0%+3.3%0.221%
1/26/2024 PrairieView Partners LLC10,132$479K0.1%-8.0%0.142%
1/24/2024 Walkner Condon Financial Advisors LLC22,079$1.04M0.2%+6.8%0.309%
1/23/2024 Better Money Decisions LLC15,633$738K0.6%-7.3%0.219%
1/18/2024 Francis Financial Inc.207,858$9.82M4.2%+24.5%2.907%
1/18/2024 Shotwell Rutter Baer Inc13,326$629K0.6%N/A0.186%
1/17/2024 Aprio Wealth Management LLC11,713$553K0.1%+4.2%0.164%
Shocking $16T Elon Musk Crypto Leak (Ad)

Reports of a leaked meeting between Elon Musk and staff at X.com could send shockwaves through the crypto market. Musk revealed a "mind-blowing" plan to take over the global payment system. In his own words, the world's richest man said "you won't need a bank account." Prominent voices in crypto believe what comes next will mirror a crypto mass adoption similar to the one that triggered bitcoin's last bull run.

Click here now to get your copy.
1/16/2024 Raymond James Financial Services Advisors Inc.27,406$1.29M0.0%-15.7%0.383%
1/12/2024 Cardinal Point Capital Management ULC10,394$491K0.1%-22.9%0.146%
1/11/2024 Stewardship Advisors LLC100,098$4.73M1.7%-9.4%1.410%
1/11/2024 Dynamic Advisor Solutions LLC16,750$784K0.0%-11.5%0.236%
1/11/2024 Omega Financial Group LLC14,501$685K0.3%-6.2%0.204%
1/11/2024 Falcon Wealth Planning8,465$400K0.1%-14.5%0.119%
11/30/2023 Modera Wealth Management LLC189,717$8.56M0.1%N/A2.672%
11/15/2023 Mercer Global Advisors Inc. ADV206,605$9.32M0.0%+47.0%2.910%
11/15/2023 Lido Advisors LLC15,368$694K0.0%+86.7%0.216%
11/13/2023 Retirement Capital Strategies12,799$578K0.3%N/A0.180%
11/13/2023 Envestnet Asset Management Inc.319,191$14.41M0.0%+8.9%4.496%
11/13/2023 Envestnet Portfolio Solutions Inc.36,960$1.67M0.0%N/A0.521%
11/13/2023 Kestra Advisory Services LLC7,398$334K0.0%+13.6%0.104%
11/13/2023 Bank Julius Baer & Co. Ltd Zurich58,915$2.66M0.0%+3.1%0.830%
11/9/2023 Betterment LLC974,909$44.00M0.1%+3.4%13.731%
11/9/2023 UBS Group AG52,213$2.36M0.0%-6.0%0.735%
11/8/2023 HighTower Advisors LLC35,940$1.62M0.0%+146.9%0.506%
11/8/2023 Better Money Decisions LLC16,855$761K0.7%-1.8%0.237%
11/8/2023 Atria Wealth Solutions Inc.12,993$586K0.0%-21.7%0.183%
11/8/2023 KilterHowling LLC5,056$228K0.2%-6.5%0.071%
11/8/2023 Kestra Private Wealth Services LLC6,993$316K0.0%+23.1%0.098%
11/6/2023 Empower Advisory Group LLC961,142$43.38M0.2%+1.7%13.537%
11/3/2023 Berger Financial Group Inc24,638$1.11M0.1%-22.6%0.347%
11/1/2023 Wealthfront Advisers LLC13,853$625K0.0%+1.8%0.195%
10/27/2023 Assetmark Inc.28,734$1.30M0.0%+18.2%0.405%
10/27/2023 Brio Consultants LLC9,818$443K0.1%+11.9%0.138%
10/25/2023 Francis Financial Inc.166,946$7.53M3.9%-14.0%2.351%
10/24/2023 Bank of New York Mellon Corp75,016$3.39M0.0%N/A1.057%
10/23/2023 Sheets Smith Wealth Management2,027$91K0.0%N/A0.029%
10/23/2023Commonwealth Equity Services LLC27,690$1.25M0.0%+5.5%0.390%
10/23/2023 PrairieView Partners LLC11,014$497K0.1%+2.4%0.155%
10/20/2023 Walkner Condon Financial Advisors LLC20,679$933K0.2%+8.4%0.291%
10/13/2023 Cliftonlarsonallen Wealth Advisors LLC17,997$812K0.0%+4.1%0.257%
10/11/2023 Stewardship Advisors LLC110,524$4.99M1.9%+3.0%1.579%
10/11/2023 Dynamic Advisor Solutions LLC18,927$854K0.0%+2.6%0.270%
10/11/2023 Vontobel Holding Ltd.15,403$695K0.0%+3.3%0.220%
10/11/2023 Omega Financial Group LLC15,463$698K0.3%-5.3%0.221%
10/10/2023 Aprio Wealth Management LLC11,243$507K0.1%+4.5%0.161%
10/5/2023 Falcon Wealth Planning9,905$447K0.1%+10.9%0.142%
8/11/2023 Hsbc Holdings PLC77,900$3.62M0.0%-2.0%1.121%
8/10/2023WFA of San Diego LLC1,112$52K0.1%N/A0.016%
8/10/2023 Berger Financial Group Inc31,813$1.48M0.2%-17.0%0.458%
8/10/2023 Cardinal Point Capital Management ULC13,479$627K0.2%-49.6%0.194%
8/10/2023Financial Architects Inc14,753$687K0.1%-6.3%0.212%
8/10/2023 Cetera Investment Advisers10,525$490K0.0%N/A0.151%
8/9/2023 Better Money Decisions LLC17,162$799K0.7%+29.6%0.247%
8/9/2023 Flow Traders U.S. LLC11,572$539K0.0%-30.1%0.167%
8/9/2023 Lido Advisors LLC8,231$383K0.0%+62.0%0.118%
8/8/2023 Archer Investment Corp1,078$50K0.0%N/A0.016%
8/8/2023 Kestra Private Wealth Services LLC5,679$264K0.0%N/A0.082%
Shocking: One AI startup's revenue could surge 4,735% (Ad)

Shocking: One AI Startup's Revenue Could Surge 4,735% While Nvidia gets all the attention, one small AI startup is quietly positioning itself to be the biggest winner.

Click here to discover the AI chip company
8/8/2023 Blue Barn Wealth LLC16,721$778K0.5%-1.6%0.241%
8/4/2023 Envestnet Asset Management Inc.293,207$13.65M0.0%+127.4%4.219%
8/4/2023 PrairieView Partners LLC10,752$500K0.1%+5.2%0.155%
8/3/2023 Atria Wealth Solutions Inc.16,596$772K0.0%N/A0.239%
8/3/2023 PFG Investments LLC7,407$345K0.1%+6.5%0.107%
8/3/2023 Dynamic Advisor Solutions LLC18,439$858K0.0%+23.6%0.265%
8/3/2023 Tanager Wealth Management LLP10,595$493K0.1%+4.7%0.152%
7/31/2023 LPL Financial LLC69,072$3.21M0.0%-3.3%0.994%
7/27/2023 Francis Financial Inc.194,205$9.04M4.9%+14.3%2.815%
7/25/2023 Raymond James Financial Services Advisors Inc.32,460$1.51M0.0%+7.9%0.470%
(Data available from 1/1/2016 forward)

BGRN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BGRN shares?

During the previous two years, 85 institutional investors and hedge funds held shares of iShares USD Green Bond ETF. The most heavily invested institutionals were Betterment LLC ($44.00M), Empower Advisory Group LLC ($43.38M), Personal Capital Advisors Corp ($39.86M), Envestnet Asset Management Inc. ($14.41M), Francis Financial Inc. ($13.67M), Mercer Global Advisors Inc. ADV ($9.32M), and Modera Wealth Management LLC ($8.56M).Learn more on BGRN's institutional investors.

Which institutional investors have been buying iShares USD Green Bond ETF stock?

Of the 79 institutional investors that purchased iShares USD Green Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($57.12M), Empower Advisory Group LLC ($946.88K), Personal Capital Advisors Corp ($874.71K), Francis Financial Inc. ($318.80K), Envestnet Asset Management Inc. ($230.09K), Modera Wealth Management LLC ($189.72K), and Betterment LLC ($120.21K).

How much institutional buying is happening at iShares USD Green Bond ETF?

Institutional investors have bought a total of 60,607,885 shares in the last 24 months. This purchase volume represents approximately $2.94B in transactions.

Which iShares USD Green Bond ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold iShares USD Green Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kestra Private Wealth Services LLC ($70.77K), UBS Group AG ($51.68K), Berger Financial Group Inc ($28.06K), Francis Financial Inc. ($27.26K), Commonwealth Equity Services LLC ($27.10K), Mascoma Wealth Management LLC ($24.50K), and Cardinal Point Capital Management ULC ($16.32K).

How much institutional selling is happening at iShares USD Green Bond ETF?

Institutional investors have sold a total of 327,478 shares in the last 24 months. This volume of shares sold represents approximately $24.76M in transactions.


Related Companies:
This page (NASDAQ:BGRN) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners
The Overlooked Retirement Asset You Probably Don’t Own
Crypto 101 Media
Elon’s New Device is About to Shock the World
InvestorPlace
Biden Nomination CANCELED?
The Freeport Society
Urgent Nvidia Warning
Altimetry
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
"The Biggest Drug Ever" Is Coming
Behind the Markets
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
Most important medical advance in 100 years
The Oxford Club