Omega Financial Group LLC Purchases 262 Shares of iShares USD Green Bond ETF (NASDAQ:BGRN)

Omega Financial Group LLC lifted its position in iShares USD Green Bond ETF (NASDAQ:BGRN) by 1.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,333 shares of the company’s stock after purchasing an additional 262 shares during the period. Omega Financial Group LLC owned about 0.19% of iShares USD Green Bond ETF worth $761,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of BGRN. Envestnet Asset Management Inc. raised its stake in iShares USD Green Bond ETF by 16.0% during the 2nd quarter. Envestnet Asset Management Inc. now owns 504,187 shares of the company’s stock valued at $23,465,000 after purchasing an additional 69,552 shares during the period. Mercer Global Advisors Inc. ADV raised its position in shares of iShares USD Green Bond ETF by 17.9% during the second quarter. Mercer Global Advisors Inc. ADV now owns 421,688 shares of the company’s stock valued at $19,625,000 after buying an additional 63,874 shares during the last quarter. Creative Planning raised its position in shares of iShares USD Green Bond ETF by 18.1% during the second quarter. Creative Planning now owns 113,001 shares of the company’s stock valued at $5,259,000 after buying an additional 17,308 shares during the last quarter. Francis Financial Inc. lifted its holdings in shares of iShares USD Green Bond ETF by 4.9% in the third quarter. Francis Financial Inc. now owns 342,416 shares of the company’s stock worth $16,552,000 after buying an additional 16,104 shares in the last quarter. Finally, Pathstone Holdings LLC boosted its position in shares of iShares USD Green Bond ETF by 33.2% during the third quarter. Pathstone Holdings LLC now owns 36,187 shares of the company’s stock worth $1,749,000 after acquiring an additional 9,014 shares during the last quarter.

iShares USD Green Bond ETF Trading Up 0.1 %

Shares of NASDAQ BGRN opened at $46.64 on Friday. The firm’s fifty day moving average is $46.95 and its two-hundred day moving average is $47.36. iShares USD Green Bond ETF has a 52-week low of $45.73 and a 52-week high of $48.54.

iShares USD Green Bond ETF Increases Dividend

The company also recently announced a monthly dividend, which was paid on Monday, December 23rd. Investors of record on Wednesday, December 18th were given a $0.1676 dividend. This is an increase from iShares USD Green Bond ETF’s previous monthly dividend of $0.16. This represents a $2.01 dividend on an annualized basis and a dividend yield of 4.31%. The ex-dividend date of this dividend was Wednesday, December 18th.

About iShares USD Green Bond ETF

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