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 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.01K+ 20.12% |
$346K - $377K
|
35.9K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
47.3K+ 22.11% |
$2.72M - $2.97M
|
261K
$16.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.51K- 1.18% |
$87K - $95K
|
126K
$7.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22New |
$1.26K - $1.38K
|
22
$1.39K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.29KNew |
$189K - $206K
|
3.29K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
974New |
$56K - $61.1K
|
974
$61.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-675- 4.49% |
$38.8K - $42.4K
|
14.4K
$909K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1K- 16.97% |
$57.5K - $62.8K
|
4.89K
$310K
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-289- 2.59% |
$16.6K - $18.1K
|
10.9K
$687K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-370- 4.59% |
$21.3K - $23.2K
|
7.69K
$487K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
24KNew |
$1.38M - $1.51M
|
24K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.81K+ 19.99% |
$104K - $113K
|
10.8K
$686K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.41K+ 7.23% |
$254K - $277K
|
65.4K
$4.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
904New |
$52K - $56.7K
|
904
$57.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
96.4KNew |
$5.54M - $6.05M
|
96.4K
$6.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-2.48K- 3.43% |
$142K - $155K
|
69.7K
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12New |
$690 - $753
|
12
$759
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-173- 3.23% |
$9.94K - $10.9K
|
5.18K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
25+ 0.67% |
$1.44K - $1.57K
|
3.78K
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.74K- 3.4% |
$215K - $235K
|
106K
$6.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.25KNew |
$187K - $204K
|
3.25K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-253- 51.01% |
$14.5K - $15.9K
|
243
$15.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.39KNew |
$195K - $213K
|
3.39K
$214K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
196New |
$11.3K - $12.3K
|
196
$12.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17- 0.07% |
$977 - $1.07K
|
23.5K
$1.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.39K- 16.36% |
$137K - $150K
|
12.2K
$773K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.69K+ 3.11% |
$327K - $357K
|
189K
$11.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-78- 0.29% |
$4.48K - $4.9K
|
26.5K
$1.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
247+ 2.81% |
$14.2K - $15.5K
|
9.05K
$573K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.27KNew |
$245K - $268K
|
4.27K
$270K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
64.4K+ 207.47% |
$3.7M - $4.04M
|
95.4K
$6.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-830- 10.8% |
$47.7K - $52.1K
|
6.86K
$434K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-439- 8.37% |
$25.2K - $27.6K
|
4.8K
$304K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-64- 0.6% |
$3.68K - $4.02K
|
10.6K
$673K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
78+ 1.82% |
$4.48K - $4.9K
|
4.37K
$277K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.87K- 39.36% |
$337K - $369K
|
9.05K
$572K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.22KNew |
$185K - $202K
|
3.22K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-570- 6.06% |
$32.8K - $35.8K
|
8.84K
$559K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
223K+ 24.85% |
$12.8M - $14M
|
1.12M
$71M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-744K- 80.39% |
$42.8M - $46.7M
|
182K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
24.8K+ 2.3% |
$1.43M - $1.56M
|
1.1M
$69.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
269New |
$15.5K - $16.9K
|
269
$17K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
24.6K+ 2.25% |
$1.41M - $1.54M
|
1.12M
$70.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.17K- 22.5% |
$355K - $387K
|
21.3K
$1.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
SELL
|
- |
-1.06K- 9.92% |
$61.1K - $66.7K
|
9.66K
$611K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
3.4KNew |
$196K - $214K
|
3.4K
$215K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10.5K- 22.79% |
$580K - $615K
|
35.6K
$2.25M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.08KNew |
$59.5K - $63.1K
|
1.08K
$68.2K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
7.1KNew |
$392K - $416K
|
7.1K
$449K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$3.59K - $3.81K
|
65
$4.11K
|
|