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 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.63K+ 9.79% |
$324K - $353K
|
63.1K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.85KNew |
$221K - $242K
|
3.85K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.98K- 26.95% |
$401K - $438K
|
18.9K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.7K- 34.2% |
$155K - $170K
|
5.2K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.34KNew |
$192K - $210K
|
3.34K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11.5KNew |
$659K - $720K
|
11.5K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-25.2K- 25.34% |
$1.45M - $1.58M
|
74.4K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
8.35K+ 5.54% |
$480K - $524K
|
159K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-215K- 10.75% |
$12.4M - $13.5M
|
1.79M
$113M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-800- 7.95% |
$46K - $50.2K
|
9.26K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-23- 0.07% |
$1.32K - $1.44K
|
33.9K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.95K+ 13.76% |
$112K - $122K
|
16.1K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.33K- 2.39% |
$134K - $146K
|
95.2K
$6.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
310+ 4.15% |
$17.8K - $19.5K
|
7.78K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.32% |
$287 - $314
|
1.57K
$99.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-434- 10.58% |
$24.9K - $27.2K
|
3.67K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-667- 0.4% |
$38.3K - $41.9K
|
168K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
95+ 1.54% |
$5.46K - $5.96K
|
6.27K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
702+ 10.03% |
$40.3K - $44.1K
|
7.7K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
971+ 25.59% |
$55.8K - $60.9K
|
4.77K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.2K+ 46.19% |
$1.39M - $1.52M
|
76.6K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.64K+ 40.42% |
$209K - $229K
|
12.6K
$800K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.07K+ 4.51% |
$61.2K - $66.8K
|
24.7K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1K- 20.85% |
$57.5K - $62.8K
|
3.8K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14.4K+ 6.95% |
$828K - $904K
|
222K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-192- 4.98% |
$11K - $12K
|
3.66K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.01K- 1.01% |
$173K - $189K
|
295K
$18.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.3K+ 227.83% |
$879K - $960K
|
22K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-598- 0.71% |
$34.4K - $37.5K
|
83.3K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8.38K+ 3.15% |
$482K - $526K
|
274K
$17.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.17K+ 14.19% |
$182K - $199K
|
25.5K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.9K+ 8.04% |
$627K - $685K
|
147K
$9.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.5K+ 19.59% |
$1.06M - $1.16M
|
113K
$7.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-108- 1.4% |
$6.21K - $6.78K
|
7.62K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.57K+ 5.92% |
$147K - $161K
|
45.9K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.32KNew |
$191K - $208K
|
3.32K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
636+ 0.68% |
$36.6K - $39.9K
|
94.2K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.43KNew |
$197K - $215K
|
3.43K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.65K+ 5.69% |
$267K - $292K
|
86.4K
$5.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
121+ 1.06% |
$6.95K - $7.59K
|
11.5K
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.5K- 1.63% |
$201K - $220K
|
211K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
926New |
$53.2K - $58.1K
|
926
$58.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.6K- 33.29% |
$91.8K - $100K
|
3.2K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.18KNew |
$355K - $388K
|
6.18K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-442- 3.85% |
$25.4K - $27.7K
|
11K
$698K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.27KNew |
$303K - $331K
|
5.27K
$334K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.45K+ 1.31% |
$141K - $153K
|
189K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
537+ 4.93% |
$30.9K - $33.7K
|
11.4K
$723K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
84.1KNew |
$4.84M - $5.28M
|
84.1K
$5.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-895- 2.71% |
$51.4K - $56.2K
|
32.2K
$2.04M
|