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Get Institutions for : 
Ishares Global Green Bond Etf (BGRN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    7
Total shares held : 
 4,591,367  
% of shares held : 
 19.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -37,994  
% of shares held change : 
   -0.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 5,893
 0.13%
 
Increased Positions :
37
 320,648
 6.98%
 
Unchanged Positions :
25
 195,251
 4.25%
 
Decreased Positions :
30
-153,080
-3.33%
 
Closed Positions :
11
-211,455
-4.61%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GOLDMAN SACHS GROUP INC/ 3553 *New 2024-03-31 21,870 $1,025,000 21,870
   GOULD ASSET MANAGEMENT LLC /CA/ 126 *New 2024-03-31 6,350 $298,000 6,350
   CONCENTRIC WEALTH MANAGEMENT LLC 116 *New 2024-03-31 6,000 $281,000 6,000
   Elevated Capital Advisors LLC 170 *New 2024-03-31 4,818 $226,000 4,818
   Atlantic Trust Group LLC 1144 *New 2024-03-31 4,070 $189,000 4,070
   Nelson Van Denburg & Campbell Wealth Management Gr 843 *New 2024-03-31 2,867 $134,000 2,867
   Continuum Advisory LLC 467 *New 2024-03-31 2,364 $109,000 2,364
   FOSTER DYKEMA CABOT & PARTNERS LLC 174 *New 2024-03-31 1,178 $55,000 1,178
   CBIZ Investment Advisory Services LLC 105 *New 2024-03-31 1,025 $48,000 1,025
   RICHARDSON FINANCIAL SERVICES INC. 263 *New 2024-03-31 763 $36,000 763
   BANK OF MONTREAL /CAN/ 3080 *New 2024-03-31 751 $35,000 751
   Frazier Financial Advisors LLC 440 *New 2024-03-31 185 $9,000 185
   PNC FINANCIAL SERVICES GROUP INC 3867 *New 2024-03-31 104 $5,000 104
   MANCHESTER CAPITAL MANAGEMENT LLC 974 *New 2024-03-31 1 $0 1
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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