Latest Institutional Transactions on Ishares Core Dividend Growth E (DGRO)
This table provides information on the latest institutional transactions involving Ishares Core Dividend Growth E (DGRO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
90.9K+ 6.78% |
$5.22M - $5.7M
|
1.43M
$92.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-149K- 80.08% |
$8.56M - $9.35M
|
37.1K
$2.41M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
903KNew |
$51.9M - $56.7M
|
903K
$58.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-47- 0.69% |
$2.7K - $2.95K
|
6.72K
$436K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.99KNew |
$344K - $376K
|
5.99K
$389K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-450- 9.21% |
$25.9K - $28.2K
|
4.44K
$288K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15.4K+ 142.22% |
$886K - $968K
|
26.3K
$1.71M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4KNew |
$230K - $251K
|
4K
$260K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-77- 1.81% |
$4.43K - $4.83K
|
4.17K
$271K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10New |
$575 - $628
|
10
$649
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.8K+ 41.17% |
$677K - $739K
|
40.4K
$2.62M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
171+ 2.72% |
$9.83K - $10.7K
|
6.46K
$419K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-333- 4.78% |
$19.1K - $20.9K
|
6.63K
$430K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.6K+ 2.01% |
$91.7K - $100K
|
80.9K
$5.25M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
228+ 5.2% |
$13.1K - $14.3K
|
4.61K
$299K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
95.2K+ 13.21% |
$5.47M - $5.97M
|
816K
$53M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
644K+ 20.43% |
$37M - $40.4M
|
3.8M
$247M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-23- 0.19% |
$1.32K - $1.44K
|
12.2K
$793K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 0.46% |
$287 - $314
|
1.1K
$71.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.07K- 12.62% |
$119K - $130K
|
14.3K
$930K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.27K- 16.88% |
$72.8K - $79.5K
|
6.24K
$405K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.12K- 12.03% |
$64.1K - $70K
|
8.16K
$530K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.8K- 7.19% |
$623K - $680K
|
140K
$9.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-181- 1.69% |
$10.4K - $11.4K
|
10.6K
$686K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.1K+ 0.22% |
$178K - $195K
|
1.41M
$91.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 8.2% |
$85.5K - $93.3K
|
16.6K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.96K- 28.2% |
$113K - $123K
|
4.99K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13.2K+ 2.26% |
$759K - $829K
|
599K
$38.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
641KNew |
$36.9M - $40.2M
|
641K
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.5K+ 13.46% |
$1.52M - $1.66M
|
223K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.76K+ 53.65% |
$216K - $236K
|
10.8K
$700K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.22KNew |
$185K - $202K
|
3.22K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
8.91K+ 4051.36% |
$512K - $559K
|
9.13K
$593K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 7.49% |
$57.5K - $62.8K
|
12.3K
$802K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-60- 0.59% |
$3.45K - $3.77K
|
10K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 1.0% |
$87.1K - $95.1K
|
149K
$9.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.85K+ 2.11% |
$221K - $242K
|
186K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-20- 0.18% |
$1.15K - $1.26K
|
10.9K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-268- 0.23% |
$15.4K - $16.8K
|
117K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11.3K- 1.8% |
$648K - $708K
|
616K
$40M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-25.1K- 0.55% |
$1.44M - $1.57M
|
4.57M
$297M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.95K+ 205.66% |
$572K - $624K
|
14.8K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.2K- 5.45% |
$1.39M - $1.52M
|
420K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-15- 0.18% |
$862 - $941
|
8.26K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.1K+ 69.74% |
$1.84M - $2.01M
|
78K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-300- 0.11% |
$17.2K - $18.8K
|
261K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
20.6K+ 109.46% |
$1.19M - $1.29M
|
39.5K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.64% |
$920 - $1K
|
2.51K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.43K- 9.22% |
$82K - $89.6K
|
14.1K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
22+ 0.63% |
$1.26K - $1.38K
|
3.51K
$228K
|