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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-6.89K- 3.67% |
$419K - $448K
|
181K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.02K- 5.17% |
$61.8K - $66K
|
18.6K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
719+ 0.76% |
$43.7K - $46.7K
|
95.8K
$6.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.78K+ 3.18% |
$169K - $180K
|
90.1K
$5.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
213+ 2.91% |
$12.9K - $13.8K
|
7.53K
$476K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 7.22% |
$271K - $290K
|
57.4K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-14.9K- 62.46% |
$906K - $969K
|
8.97K
$568K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
125+ 0.28% |
$7.59K - $8.12K
|
44.6K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.75K- 0.89% |
$106K - $113K
|
195K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
36+ 0.04% |
$2.19K - $2.34K
|
91.9K
$5.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.09K+ 1.17% |
$65.9K - $70.5K
|
93.6K
$5.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.29K+ 20.2% |
$78.2K - $83.6K
|
7.66K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-230- 2.58% |
$14K - $14.9K
|
8.69K
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
50+ 0.39% |
$3.04K - $3.25K
|
12.8K
$809K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-43- 0.37% |
$2.61K - $2.79K
|
11.7K
$739K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.14K+ 11.57% |
$252K - $269K
|
40K
$2.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.17K- 11.67% |
$70.8K - $75.7K
|
8.82K
$558K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.94K- 4.97% |
$239K - $256K
|
75.3K
$4.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.82K+ 1.31% |
$414K - $443K
|
525K
$33.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1K- 7.52% |
$60.8K - $65K
|
12.3K
$779K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-629- 1.43% |
$38.2K - $40.8K
|
43.2K
$2.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.27K+ 2.14% |
$138K - $147K
|
108K
$6.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.44K- 1.29% |
$87.3K - $93.3K
|
110K
$6.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
192+ 2.15% |
$11.7K - $12.5K
|
9.12K
$577K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$849K - $908K
|
14K
$885K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.44K+ 1.43% |
$270K - $289K
|
315K
$19.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-122- 0.6% |
$7.41K - $7.92K
|
20.3K
$1.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.83K+ 19.97% |
$172K - $183K
|
17K
$1.07M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-500- 7.16% |
$30.4K - $32.5K
|
6.49K
$410K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
4.46KNew |
$271K - $289K
|
4.46K
$282K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.6K+ 1.45% |
$158K - $169K
|
181K
$11.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
96.2K+ 40.35% |
$5.84M - $6.25M
|
335K
$21.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
21.4K+ 327.42% |
$1.3M - $1.39M
|
28K
$1.77M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-292- 0.58% |
$17.7K - $19K
|
50K
$3.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
19+ 0.18% |
$1.15K - $1.23K
|
10.8K
$683K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-15- 0.12% |
$911 - $974
|
12.1K
$764K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.11% |
$547 - $584
|
8.13K
$515K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.46K+ 1.47% |
$149K - $160K
|
170K
$10.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-68.1K- 88.88% |
$4.14M - $4.42M
|
8.52K
$539K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 0.56% |
$425 - $455
|
1.26K
$79.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
150+ 0.27% |
$9.11K - $9.74K
|
56.4K
$3.57M
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
173+ 4.47% |
$9.94K - $10.9K
|
4.05K
$256K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
131K+ 4.12% |
$7.51M - $8.21M
|
3.3M
$209M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11+ 0.01% |
$632 - $690
|
121K
$7.67M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-7.9K- 4.31% |
$454K - $496K
|
175K
$11.1M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
45.9K+ 31.08% |
$2.64M - $2.88M
|
193K
$12.2M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
90.9K+ 6.78% |
$5.22M - $5.7M
|
1.43M
$90.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-149K- 80.08% |
$8.56M - $9.35M
|
37.1K
$2.35M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-450- 9.21% |
$25.9K - $28.2K
|
4.44K
$281K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15.4K+ 142.22% |
$886K - $968K
|
26.3K
$1.66M
|
|