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 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12New |
$690 - $753
|
12
$713
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
25+ 0.67% |
$1.44K - $1.57K
|
3.78K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-253- 51.01% |
$14.5K - $15.9K
|
243
$14.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.39KNew |
$195K - $213K
|
3.39K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
196New |
$11.3K - $12.3K
|
196
$11.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17- 0.07% |
$977 - $1.07K
|
23.5K
$1.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.39K- 16.36% |
$137K - $150K
|
12.2K
$726K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-78- 0.29% |
$4.48K - $4.9K
|
26.5K
$1.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
247+ 2.81% |
$14.2K - $15.5K
|
9.05K
$538K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.27KNew |
$245K - $268K
|
4.27K
$254K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-439- 8.37% |
$25.2K - $27.6K
|
4.8K
$286K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.22KNew |
$185K - $202K
|
3.22K
$191K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
269New |
$15.5K - $16.9K
|
269
$16K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
24.6K+ 2.25% |
$1.41M - $1.54M
|
1.12M
$66.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
3.4KNew |
$196K - $214K
|
3.4K
$202K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.08KNew |
$59.5K - $63.1K
|
1.08K
$64.1K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
7.1KNew |
$392K - $416K
|
7.1K
$422K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$3.59K - $3.81K
|
65
$3.86K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200New |
$11K - $11.7K
|
200
$11.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
13.5KNew |
$745K - $789K
|
13.5K
$801K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-23.6K- 68.96% |
$1.3M - $1.38M
|
10.6K
$631K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 1.97% |
$16.6K - $17.6K
|
14.9K
$887K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 1.97% |
$16.6K - $17.6K
|
14.9K
$887K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
117New |
$6.46K - $6.85K
|
117
$6.96K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.16KNew |
$230K - $243K
|
4.16K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.97KNew |
$164K - $174K
|
2.97K
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
15.6KNew |
$860K - $912K
|
15.6K
$926K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.86KNew |
$324K - $343K
|
5.86K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
235K+ 2.43% |
$13M - $13.8M
|
9.9M
$588M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
8+ 0.08% |
$442 - $468
|
10.3K
$610K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.25K- 46.06% |
$401K - $425K
|
8.5K
$505K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-591- 13.98% |
$32.6K - $34.6K
|
3.64K
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
37+ 0.63% |
$2.04K - $2.17K
|
5.87K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
43+ 0.12% |
$2.37K - $2.52K
|
36.7K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-5.37K- 35.64% |
$297K - $315K
|
9.7K
$577K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.19K- 98.13% |
$342K - $362K
|
118
$7.02K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
42New |
$2.32K - $2.46K
|
42
$2.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 13.69% |
$58.5K - $62.1K
|
6.69K
$397K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
542+ 9.06% |
$29.9K - $31.7K
|
6.52K
$388K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
192New |
$10.6K - $11.2K
|
192
$11.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-548- 9.84% |
$30.3K - $32.1K
|
5.02K
$298K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
27.8KNew |
$1.53M - $1.63M
|
27.8K
$1.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
422+ 1.19% |
$23.3K - $24.7K
|
35.9K
$2.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-505- 5.25% |
$27.9K - $29.6K
|
9.11K
$541K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.52KNew |
$305K - $323K
|
5.52K
$328K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.18KNew |
$65.3K - $69.2K
|
1.18K
$70.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-50- 63.29% |
$2.76K - $2.93K
|
29
$1.72K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
91+ 1.28% |
$5.03K - $5.33K
|
7.2K
$428K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.2K+ 0.29% |
$66.1K - $70K
|
420K
$24.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
13New |
$718 - $761
|
13
$773
|
|