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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13+ 0.22% |
$789 - $844
|
5.88K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
170KNew |
$10.3M - $11M
|
170K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
57+ 5.18% |
$3.46K - $3.7K
|
1.16K
$68.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
354New |
$21.5K - $23K
|
354
$21K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-32.1K- 23.91% |
$1.95M - $2.08M
|
102K
$6.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
535+ 14.6% |
$32.5K - $34.7K
|
4.2K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1K- 16.85% |
$60.7K - $64.9K
|
4.94K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.56K- 23.26% |
$216K - $231K
|
11.7K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.07K- 41.22% |
$551K - $589K
|
12.9K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-182- 4.68% |
$11.1K - $11.8K
|
3.71K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
17.3KNew |
$1.05M - $1.12M
|
17.3K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.66KNew |
$283K - $303K
|
4.66K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-310- 1.18% |
$18.8K - $20.1K
|
26K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
138New |
$8.38K - $8.96K
|
138
$8.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-822- 42.02% |
$49.9K - $53.4K
|
1.13K
$67.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
92KNew |
$5.59M - $5.97M
|
92K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
354New |
$21.5K - $23K
|
354
$21K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
488+ 11.63% |
$29.6K - $31.7K
|
4.68K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.59K- 6.92% |
$218K - $233K
|
48.3K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
6.84KNew |
$415K - $444K
|
6.84K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-522Closed |
$31.7K - $33.9K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
177+ 17.22% |
$10.7K - $11.5K
|
1.21K
$71.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
1+ 0.03% |
$60.7 - $64.9
|
3.52K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
349+ 12.75% |
$21.2K - $22.7K
|
3.09K
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
17.4KNew |
$1.05M - $1.13M
|
17.4K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.65KNew |
$100K - $107K
|
1.65K
$98.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.1KNew |
$1.16M - $1.24M
|
19.1K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
SELL
|
- |
-4.38K- 45.33% |
$266K - $284K
|
5.28K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-264- 2.88% |
$16K - $17.1K
|
8.89K
$529K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
132+ 3.53% |
$8.02K - $8.57K
|
3.87K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
750New |
$45.5K - $48.7K
|
750
$44.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.85KNew |
$112K - $120K
|
1.85K
$110K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
4KNew |
$243K - $260K
|
4K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-21.8K- 84.73% |
$1.33M - $1.42M
|
3.93K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-185- 14.35% |
$11.2K - $12K
|
1.1K
$65.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
35.1KNew |
$2.13M - $2.28M
|
35.1K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
280New |
$17K - $18.2K
|
280
$16.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
7.06KNew |
$429K - $459K
|
7.06K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
101+ 11.14% |
$6.13K - $6.56K
|
1.01K
$59.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.27KNew |
$381K - $407K
|
6.27K
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
230New |
$14K - $14.9K
|
230
$13.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
750+ 1.87% |
$45.5K - $48.7K
|
40.9K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.3K+ 116.22% |
$261K - $279K
|
8K
$475K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.14KNew |
$251K - $269K
|
4.14K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
793New |
$48.2K - $51.5K
|
793
$47.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
379+ 1.26% |
$23K - $24.6K
|
30.4K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
38New |
$2.31K - $2.47K
|
38
$2.26K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-607- 18.24% |
$36.9K - $39.4K
|
2.72K
$162K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.22KNew |
$196K - $209K
|
3.22K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.72K+ 58.16% |
$165K - $177K
|
7.39K
$440K
|