Heritage Wealth Management LLC Has $56,000 Stock Position in iShares Global Green Bond ETF (NASDAQ:BGRN)

Heritage Wealth Management LLC lifted its stake in iShares Global Green Bond ETF (NASDAQ:BGRN) by 23.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,018 shares of the company’s stock after purchasing an additional 193 shares during the quarter. Heritage Wealth Management LLC’s holdings in iShares Global Green Bond ETF were worth $56,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently added to or reduced their stakes in the stock. Baldrige Asset Management LLC boosted its position in iShares Global Green Bond ETF by 105.8% during the 3rd quarter. Baldrige Asset Management LLC now owns 751 shares of the company’s stock worth $41,000 after acquiring an additional 386 shares during the period. Spire Wealth Management bought a new position in shares of iShares Global Green Bond ETF in the 3rd quarter valued at approximately $44,000. IFP Advisors Inc raised its stake in shares of iShares Global Green Bond ETF by 54.2% in the 3rd quarter. IFP Advisors Inc now owns 1,087 shares of the company’s stock valued at $58,000 after acquiring an additional 382 shares in the last quarter. Carroll Financial Associates Inc. raised its stake in shares of iShares Global Green Bond ETF by 39.6% in the 3rd quarter. Carroll Financial Associates Inc. now owns 1,691 shares of the company’s stock valued at $92,000 after acquiring an additional 480 shares in the last quarter. Finally, Charter Oak Capital Management LLC raised its stake in shares of iShares Global Green Bond ETF by 212.1% in the 3rd quarter. Charter Oak Capital Management LLC now owns 2,394 shares of the company’s stock valued at $131,000 after acquiring an additional 1,627 shares in the last quarter.

Shares of NASDAQ BGRN opened at $53.70 on Friday. The business’s 50 day moving average is $54.77 and its two-hundred day moving average is $55.09. iShares Global Green Bond ETF has a 12 month low of $53.62 and a 12 month high of $56.18.

The firm also recently declared a monthly dividend, which was paid on Wednesday, December 22nd. Shareholders of record on Friday, December 17th were given a $0.423 dividend. This is an increase from iShares Global Green Bond ETF’s previous monthly dividend of $0.17. This represents a $5.08 annualized dividend and a yield of 9.45%. The ex-dividend date of this dividend was Thursday, December 16th.

Further Reading: How is the S&P 500 index different from the DJIA?

Want to see what other hedge funds are holding BGRN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Global Green Bond ETF (NASDAQ:BGRN).

Institutional Ownership by Quarter for iShares Global Green Bond ETF (NASDAQ:BGRN)

Receive News & Ratings for iShares Global Green Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Global Green Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.