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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-105- 2.56% |
$5.8K - $6.15K
|
4K
$253K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$110 - $117
|
2
$127
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16New |
$884 - $937
|
16
$1.01K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
7.02K+ 907.11% |
$388K - $411K
|
7.8K
$493K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.79KNew |
$209K - $222K
|
3.79K
$240K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-105- 7.07% |
$5.8K - $6.15K
|
1.38K
$87.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
66New |
$3.65K - $3.86K
|
66
$4.18K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.7K- 63.26% |
$700K - $742K
|
7.36K
$466K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
100+ 1.32% |
$5.52K - $5.86K
|
7.65K
$484K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-325- 1.19% |
$17.9K - $19K
|
27K
$1.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.12K- 40.8% |
$172K - $183K
|
4.52K
$286K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
67.5KNew |
$3.73M - $3.95M
|
67.5K
$4.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$2.76K - $2.93K
|
50
$3.16K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
86+ 1.62% |
$4.75K - $5.04K
|
5.39K
$341K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
990+ 18.86% |
$54.7K - $58K
|
6.24K
$395K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.16K- 49.44% |
$285K - $302K
|
5.28K
$334K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.08K- 5.64% |
$59.4K - $62.9K
|
18K
$1.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
5.42KNew |
$299K - $317K
|
5.42K
$343K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-196- 15.43% |
$10.8K - $11.5K
|
1.07K
$68K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
308New |
$17K - $18K
|
308
$19.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2- -0.0% |
$110 - $117
|
58K
$3.67M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-880- 22.52% |
$46.9K - $51.1K
|
3.03K
$192K
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-637- 2.35% |
$34K - $37K
|
26.5K
$1.68M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.46KNew |
$184K - $201K
|
3.46K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.22KNew |
$385K - $419K
|
7.22K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.6K+ 127.29% |
$883K - $961K
|
29.6K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.48KNew |
$399K - $434K
|
7.48K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-16.9K- 55.33% |
$899K - $979K
|
13.6K
$861K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.22KNew |
$64.9K - $70.7K
|
1.22K
$77K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
500New |
$26.7K - $29K
|
500
$31.6K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.71KNew |
$251K - $274K
|
4.71K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
240KNew |
$12.8M - $13.9M
|
240K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.8K+ 8.76% |
$789K - $859K
|
184K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-271- 2.99% |
$14.5K - $15.7K
|
8.79K
$556K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-212K- 81.33% |
$11.3M - $12.3M
|
48.7K
$3.08M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.25K- 14.3% |
$386K - $421K
|
43.4K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62.5K- 6.76% |
$3.33M - $3.63M
|
862K
$54.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
209K+ 36.37% |
$11.2M - $12.1M
|
785K
$49.6M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-41.5K- 88.17% |
$2.21M - $2.41M
|
5.57K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18New |
$960 - $1.05K
|
18
$1.14K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-37- 0.41% |
$1.97K - $2.15K
|
9.06K
$573K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15.7K+ 4.97% |
$838K - $912K
|
332K
$21M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.56K- 4.92% |
$190K - $207K
|
68.9K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
700New |
$37.3K - $40.6K
|
700
$44.3K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-73- 1.23% |
$3.89K - $4.24K
|
5.87K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
400KNew |
$21.3M - $23.2M
|
400K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
900+ 16.67% |
$48K - $52.3K
|
6.3K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.82KNew |
$257K - $280K
|
4.82K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.61KNew |
$193K - $210K
|
3.61K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.75KNew |
$200K - $217K
|
3.75K
$237K
|
|