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 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
70.3K+ 9.99% |
$4.27M - $4.56M
|
774K
$47.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
540New |
$32.8K - $35.1K
|
540
$33.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.96K+ 9.31% |
$119K - $127K
|
23K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
33.8K+ 346.91% |
$2.05M - $2.19M
|
43.5K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.18K+ 1.37% |
$254K - $272K
|
310K
$19.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-52- 1.03% |
$3.16K - $3.38K
|
4.99K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-20.1K- 44.07% |
$1.22M - $1.3M
|
25.4K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.8K+ 18.0% |
$473K - $506K
|
51.1K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-217K- 66.36% |
$13.2M - $14.1M
|
110K
$6.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.16KNew |
$131K - $140K
|
2.16K
$133K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-41- 0.45% |
$2.49K - $2.66K
|
9.05K
$557K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-783- 2.02% |
$47.6K - $50.8K
|
37.9K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.63K+ 4.72% |
$99K - $106K
|
36.2K
$2.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-6- 0.18% |
$364 - $390
|
3.39K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
767+ 1.31% |
$46.6K - $49.8K
|
59.5K
$3.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
53.6K+ 54.37% |
$3.25M - $3.48M
|
152K
$9.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.61K+ 6.48% |
$159K - $170K
|
42.9K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
10.3KNew |
$628K - $672K
|
10.3K
$637K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.71K- 6.77% |
$225K - $241K
|
51.1K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
997+ 4.1% |
$60.5K - $64.7K
|
25.3K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
50.7K+ 3.75% |
$3.08M - $3.29M
|
1.4M
$86.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-237- 0.58% |
$14.4K - $15.4K
|
40.4K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.87K- 4.76% |
$114K - $122K
|
37.5K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
272+ 4.88% |
$16.5K - $17.7K
|
5.84K
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
35+ 35.35% |
$2.13K - $2.27K
|
134
$8.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.55K+ 2.94% |
$459K - $490K
|
265K
$16.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7.2K+ 35.94% |
$437K - $468K
|
27.2K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
177+ 2.8% |
$10.7K - $11.5K
|
6.5K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-760- 14.08% |
$46.2K - $49.4K
|
4.64K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$607 - $649
|
8.54K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
16.3KNew |
$993K - $1.06M
|
16.3K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.5K+ 48.01% |
$1.06M - $1.14M
|
54K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
980+ 6.57% |
$59.5K - $63.6K
|
15.9K
$979K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.05% |
$486 - $520
|
16.6K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
386+ 4.54% |
$23.4K - $25.1K
|
8.89K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
521+ 0.71% |
$31.6K - $33.8K
|
73.9K
$4.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.09K+ 29.7% |
$65.9K - $70.5K
|
4.74K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.75K- 1.44% |
$289K - $309K
|
324K
$20M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.03% |
$60.7 - $64.9
|
3.73K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-95.3K- 54.37% |
$5.78M - $6.19M
|
79.9K
$4.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
5.78K+ 24.57% |
$351K - $375K
|
29.3K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20.1K+ 11.03% |
$1.22M - $1.3M
|
202K
$12.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
32+ 0.41% |
$1.94K - $2.08K
|
7.76K
$478K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.36K- 33.65% |
$143K - $153K
|
4.65K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.02K- 9.91% |
$123K - $131K
|
18.4K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-17.4K- 13.14% |
$1.06M - $1.13M
|
115K
$7.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
24.6KNew |
$1.49M - $1.6M
|
24.6K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
862New |
$52.3K - $56K
|
862
$53.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-90- 1.48% |
$5.47K - $5.84K
|
6.01K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15.5K+ 18.65% |
$944K - $1.01M
|
98.8K
$6.09M
|