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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.84K- 11.36% |
$163K - $178K
|
22.1K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$609K - $665K
|
10.6K
$671K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-72.1K- 93.02% |
$4.14M - $4.52M
|
5.41K
$342K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.91K- 4.22% |
$110K - $120K
|
43.4K
$2.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-476- 3.65% |
$27.4K - $29.9K
|
12.6K
$795K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
28.8K+ 37.92% |
$1.66M - $1.81M
|
105K
$6.63M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.35KNew |
$307K - $336K
|
5.35K
$338K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.25K- 2.29% |
$72K - $78.6K
|
53.4K
$3.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.67KNew |
$211K - $230K
|
3.67K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-85- 2.27% |
$4.88K - $5.33K
|
3.66K
$231K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.51K- 97.81% |
$259K - $283K
|
101
$6.39K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.39KNew |
$310K - $338K
|
5.39K
$341K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
303+ 123.17% |
$17.4K - $19K
|
549
$34.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-53.6K- 53.67% |
$3.08M - $3.36M
|
46.3K
$2.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.77K+ 143.51% |
$446K - $487K
|
13.2K
$834K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.3K+ 2.47% |
$1.34M - $1.46M
|
966K
$61.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-26- 2.82% |
$1.49K - $1.63K
|
896
$56.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 0.47% |
$747 - $816
|
2.77K
$175K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.43K+ 3.4% |
$485K - $529K
|
257K
$16.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
3.69KNew |
$212K - $232K
|
3.69K
$234K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.11K- 48.83% |
$63.6K - $69.4K
|
1.16K
$73.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-45- 1.69% |
$2.59K - $2.82K
|
2.61K
$165K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.21K- 8.57% |
$357K - $390K
|
66.3K
$4.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
230+ 3.06% |
$13.2K - $14.4K
|
7.76K
$491K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-91- 1.92% |
$5.23K - $5.71K
|
4.65K
$294K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
6.02KNew |
$346K - $378K
|
6.02K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.81K+ 51.38% |
$161K - $176K
|
8.28K
$524K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
97+ 2.66% |
$5.57K - $6.09K
|
3.74K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.4KNew |
$1.06M - $1.15M
|
18.4K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.82K+ 18.58% |
$277K - $303K
|
30.8K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
46+ 1.03% |
$2.64K - $2.89K
|
4.53K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-50.7K- 31.4% |
$2.91M - $3.18M
|
111K
$7.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-3.06K- 7.46% |
$176K - $192K
|
38K
$2.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
233+ 9.89% |
$13.4K - $14.6K
|
2.59K
$164K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-231K- 95.37% |
$13.3M - $14.5M
|
11.2K
$710K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.3KNew |
$190K - $207K
|
3.3K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
216+ 6.1% |
$12.4K - $13.6K
|
3.76K
$238K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.61% |
$230 - $251
|
665
$42.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-3.44K- 9.02% |
$198K - $216K
|
34.7K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-11.9K- 3.36% |
$686K - $749K
|
343K
$21.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-92- 1.92% |
$5.29K - $5.77K
|
4.7K
$297K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
43.2KNew |
$2.48M - $2.71M
|
43.2K
$2.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.5K+ 1.83% |
$2.62M - $2.86M
|
2.54M
$161M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-209K- 2.37% |
$12M - $13.1M
|
8.61M
$545M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.1K- 13.09% |
$63.1K - $68.9K
|
7.29K
$461K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13New |
$747 - $816
|
13
$823
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-900- 95.24% |
$51.7K - $56.5K
|
45
$2.85K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.02K- 6.47% |
$58.3K - $63.7K
|
14.7K
$928K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
10.8KNew |
$621K - $679K
|
10.8K
$684K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
999+ 17.27% |
$57.4K - $62.7K
|
6.78K
$429K
|