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 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.82M- 29.06% |
$105M - $114M
|
4.45M
$289M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.58K- 4.01% |
$90.6K - $99K
|
37.7K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-89.2K- 8.41% |
$5.13M - $5.6M
|
972K
$63.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 32.36% |
$73.2K - $79.9K
|
5.21K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
1.06K+ 2.72% |
$60.9K - $66.5K
|
40K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10K- 1.58% |
$576K - $629K
|
625K
$40.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.1K+ 8.84% |
$980K - $1.07M
|
210K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.4K+ 2.25% |
$3.93M - $4.29M
|
3.11M
$202M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
630+ 2.15% |
$36.2K - $39.5K
|
29.9K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
15.5KNew |
$888K - $970K
|
15.5K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.55K- 1.07% |
$319K - $349K
|
513K
$33.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
80+ 0.72% |
$4.6K - $5.02K
|
11.2K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
501+ 0.67% |
$28.8K - $31.4K
|
74.8K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.82K- 32.65% |
$162K - $177K
|
5.81K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.55K+ 1.66% |
$146K - $160K
|
156K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 8.6% |
$61.7K - $67.4K
|
11.4K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3K+ 4.02% |
$704K - $769K
|
317K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-214- 2.81% |
$12.3K - $13.4K
|
7.39K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.44KNew |
$198K - $216K
|
3.44K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-522K- 6.66% |
$30M - $32.8M
|
7.32M
$475M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.3K+ 91.85% |
$362K - $395K
|
13.2K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
33.1KNew |
$1.9M - $2.08M
|
33.1K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
88.8K+ 4.37% |
$5.1M - $5.57M
|
2.12M
$138M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
34+ 0.54% |
$1.95K - $2.13K
|
6.31K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.02K+ 41.18% |
$288K - $315K
|
17.2K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.47KNew |
$200K - $218K
|
3.47K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.01K- 16.03% |
$115K - $126K
|
10.5K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.14K+ 7.13% |
$65.6K - $71.7K
|
17.2K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.29K+ 59.37% |
$131K - $143K
|
6.13K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.6K- 0.17% |
$1.7M - $1.85M
|
17.6M
$1.14B
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-513K- 2.71% |
$29.5M - $32.2M
|
18.4M
$1.2B
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
67+ 0.1% |
$3.85K - $4.2K
|
68.7K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
8.03K+ 2.42% |
$462K - $504K
|
340K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3K- 48.06% |
$172K - $188K
|
3.24K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-84- 0.02% |
$4.83K - $5.27K
|
378K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
405+ 6.9% |
$23.3K - $25.4K
|
6.28K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.96K+ 5.4% |
$342K - $374K
|
116K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-965- 20.97% |
$55.5K - $60.6K
|
3.64K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
10.9KNew |
$628K - $686K
|
10.9K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-141- 6.72% |
$8.1K - $8.85K
|
1.96K
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-676- 0.22% |
$38.8K - $42.4K
|
304K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.64K+ 16.25% |
$381K - $417K
|
47.5K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.16K+ 13.42% |
$181K - $198K
|
26.7K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.55K+ 2.96% |
$89K - $97.2K
|
54K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
87+ 2.43% |
$5K - $5.46K
|
3.66K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40.8K+ 15638.31% |
$2.35M - $2.56M
|
41.1K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-83- 1.27% |
$4.77K - $5.21K
|
6.47K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
597+ 14.35% |
$34.3K - $37.5K
|
4.76K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 10.95% |
$100K - $110K
|
17.7K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.1K+ 1.44% |
$4.72M - $5.15M
|
5.78M
$375M
|