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 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.75K+ 17.53% |
$273K - $298K
|
31.8K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
241+ 0.73% |
$13.9K - $15.1K
|
33.3K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
41.2KNew |
$2.37M - $2.59M
|
41.2K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-370- 1.61% |
$21.3K - $23.2K
|
22.6K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.28K+ 30.11% |
$73.3K - $80K
|
5.51K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-59- 0.19% |
$3.39K - $3.7K
|
31.6K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-255- 5.1% |
$14.7K - $16K
|
4.75K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-132- 0.69% |
$7.59K - $8.28K
|
19K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
94+ 0.48% |
$5.4K - $5.9K
|
19.8K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-24.6K- 15.5% |
$1.41M - $1.54M
|
134K
$8.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.6K+ 131.67% |
$1.82M - $1.98M
|
55.6K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.79K- 76.1% |
$103K - $113K
|
563
$35.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.1K+ 1.8% |
$5.35M - $5.84M
|
5.27M
$333M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.4K+ 24.52% |
$80.4K - $87.8K
|
7.1K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19K+ 31.65% |
$1.09M - $1.19M
|
78.9K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-24- 0.35% |
$1.38K - $1.51K
|
6.92K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
78+ 0.31% |
$4.48K - $4.9K
|
25.2K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-37.4K- 1.7% |
$2.15M - $2.34M
|
2.16M
$137M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-36- 0.78% |
$2.07K - $2.26K
|
4.57K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
20.2K+ 10.58% |
$1.16M - $1.27M
|
211K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3- 0.06% |
$172 - $188
|
5.15K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.16K- 2.85% |
$181K - $198K
|
108K
$6.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.12K- 27.27% |
$64.1K - $70K
|
2.97K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.2K+ 23.38% |
$529K - $578K
|
48.6K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.88K- 6.32% |
$166K - $181K
|
42.8K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.3K- 8.7% |
$880K - $961K
|
161K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.3K- 25.06% |
$74.8K - $81.7K
|
3.89K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
137K+ 6.89% |
$7.85M - $8.58M
|
2.12M
$134M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13K- 5.49% |
$748K - $817K
|
224K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 6.37% |
$67.1K - $73.3K
|
19.5K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.3K+ 48.87% |
$247K - $270K
|
13.1K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.53K+ 6.27% |
$145K - $159K
|
42.9K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
366+ 5.91% |
$21K - $23K
|
6.56K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
47.5KNew |
$2.73M - $2.98M
|
47.5K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-871- 64.57% |
$50.1K - $54.7K
|
478
$30.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.94K+ 90.2% |
$226K - $247K
|
8.3K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.03KNew |
$117K - $127K
|
2.03K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.87K- 0.93% |
$107K - $117K
|
198K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.49K- 4.97% |
$143K - $156K
|
47.5K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.58K- 3.44% |
$551K - $601K
|
269K
$17M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-400- 1.55% |
$23K - $25.1K
|
25.4K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.4K+ 33.79% |
$654K - $714K
|
45.1K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
45K+ 71.83% |
$2.59M - $2.83M
|
108K
$6.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
293+ 5.01% |
$16.8K - $18.4K
|
6.14K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.98K- 3.33% |
$171K - $187K
|
86.5K
$5.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-944- 2.3% |
$54.3K - $59.2K
|
40K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.02K+ 10.57% |
$403K - $440K
|
73.4K
$4.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.38KNew |
$194K - $212K
|
3.38K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-25.7K- 15.72% |
$1.48M - $1.61M
|
138K
$8.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.99K+ 30.95% |
$229K - $250K
|
16.9K
$1.07M
|