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Home » Economics » Aprio Wealth Management LLC Invests $602,000 in iShares USD… – MarketBeat

Aprio Wealth Management LLC Invests $602,000 in iShares USD… – MarketBeat

19/03/2023 13:21:23
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Aprio Wealth Management LLC purchased a new stock position in the iShares USD Green Bond ETF (NASDAQ:BGRN – Get Rating) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 13,090 shares of the company, valued at around $602,000. Aprio Wealth Management LLC held approximately 0.21% of iShares USD Green Bond ETF at the end of the most recent reporting period.

→ Bank accounts: frozen! (From Weiss Ratings)

Several other institutional investors also changed their stake in the company. Personal Capital Advisors Corp increased its equity stake in iShares USD Green Bond ETF by 12.3% during the 3rd quarter. Personal Capital Advisors Corp now owns 874,706 shares of the company worth $39,860,000 after acquiring an additional 95,938 shares last quarter. Jane Street Group LLC increased its equity position in the iShares USD Green Bond ETF by 14.1% during the second quarter. Jane Street Group LLC now owns 275,229 shares of the company worth $13,145,000 after purchasing an additional 33,951 shares in the last quarter. Royal Bank of Canada increased its equity position in the iShares USD Green Bond ETF by 0.5% during the third quarter. Royal Bank of Canada now owns 163,706 shares of the company worth $7,460,000 after buying 879 more shares in the last quarter. Stewardship Advisors LLC raised its equity position in the iShares USD Green Bond ETF by 3.9% during Q3. Stewardship Advisors LLC now owns 96,846 shares of the company worth $4,413,000 after purchasing an additional 3,592 shares in the last quarter. Finally, Bank of America Corp DE increased its position in shares of the iShares USD Green Bond ETF by 1.4% during the 1st quarter. Bank of America Corp DE now owns 75,233 shares of the company worth $3,806,000 after buying an additional 1,044 shares in the last quarter.

Performance of iShares USD Green Bond ETF

Shares of the iShares USD Green Bond ETF opened at $47.06 on Friday. iShares USD Green Bond ETF has a 1-year low of $44.36 and a 1-year high of $50.87. The company has a 50-day moving average price of $46.75 and a 200-day moving average price of $46.25.

iShares USD Green Bond ETF cuts dividends

The company also recently disclosed a monthly dividend, which was paid on Tuesday, March 7. Investors of record on Thursday, March 2 received a dividend of $0.129 per share. The ex-dividend date was Wednesday, March 1. This represents an annualized dividend of $1.55 and a dividend yield of 3.29%.

iShares USD Green Bond ETF Profile

(Get a rating)

The iShares USD Green Bond ETF (BGRN) is an exchange traded fund that invests primarily in high quality fixed income securities. The fund tracks a market value-weighted index of high quality USD-denominated government and corporate bonds linked to environmentally beneficial projects, as identified by MSCI.

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Institutional ownership by quarter for iShares USD Green Bond ETF (NASDAQ:BGRN)

This instant news alert was powered by MarketBeat’s narrative science technology and financial data to provide readers with the fastest and most accurate reports. This story was reviewed by MarketBeat’s editorial team prior to publication. Please send questions or comments about this story to [email protected]

Before you consider the iShares USD Green Bond ETF, you’ll want to hear this.

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