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 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
4.56KNew |
$224K - $235K
|
4.56K
$289K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-756- 0.17% |
$37.1K - $39K
|
436K
$27.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 3.7% |
$4.91K - $5.15K
|
2.6K
$165K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.32% |
$98.2 - $103
|
635
$40.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-802- 5.12% |
$39.4K - $41.3K
|
14.9K
$940K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
45+ 13.85% |
$2.21K - $2.32K
|
370
$23.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.08K- 91.22% |
$102K - $107K
|
200
$12.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.57K- 9.71% |
$273K - $287K
|
51.8K
$3.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20New |
$982 - $1.03K
|
20
$1.27K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-373K- 21.1% |
$18.3M - $19.2M
|
1.39M
$88.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.64K+ 4.41% |
$80.4K - $84.5K
|
38.8K
$2.45M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-373K- 21.1% |
$18.3M - $19.2M
|
1.39M
$88.2M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.21KNew |
$206K - $217K
|
4.21K
$266K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.78KNew |
$136K - $143K
|
2.78K
$176K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.75KNew |
$135K - $142K
|
2.75K
$174K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
678New |
$33.3K - $34.9K
|
678
$42.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-784- 11.36% |
$38.5K - $40.4K
|
6.12K
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-25- 0.55% |
$1.23K - $1.29K
|
4.51K
$285K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
31New |
$1.52K - $1.6K
|
31
$1.96K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.47K- 10.49% |
$72.1K - $75.7K
|
12.5K
$794K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 6.58% |
$123K - $129K
|
35.5K
$2.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.02K- 23.69% |
$99.3K - $104K
|
6.52K
$413K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.07KClosed |
$51.2K - $55.3K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
199+ 19900.0% |
$9.54K - $10.3K
|
200
$12.7K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.65KNew |
$223K - $241K
|
4.65K
$294K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.97K+ 25.87% |
$143K - $154K
|
14.5K
$916K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.1KClosed |
$244K - $264K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.03K- 0.51% |
$97.5K - $105K
|
395K
$25M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3K+ 57.05% |
$144K - $155K
|
8.26K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.43K+ 12.07% |
$164K - $178K
|
31.9K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.15KNew |
$247K - $266K
|
5.15K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.24K- 21.98% |
$59.4K - $64.2K
|
4.4K
$279K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
169New |
$8.1K - $8.75K
|
169
$10.7K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.28KNew |
$397K - $429K
|
8.28K
$524K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
160KNew |
$7.66M - $8.27M
|
160K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
74.3K+ 12.93% |
$3.56M - $3.85M
|
649K
$41.1M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.93% |
$47.9 - $51.8
|
109
$6.9K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8.05KNew |
$386K - $417K
|
8.05K
$510K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.97K+ 25.87% |
$143K - $154K
|
14.5K
$916K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
964KNew |
$46.2M - $49.9M
|
964K
$61M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
37+ 0.95% |
$1.77K - $1.92K
|
3.94K
$249K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
590New |
$28.3K - $30.6K
|
590
$37.3K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.96K- 4.02% |
$93.9K - $101K
|
46.8K
$2.96M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4Closed |
$192 - $207
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.05KNew |
$50.3K - $54.4K
|
1.05K
$66.4K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7.53KNew |
$361K - $390K
|
7.53K
$477K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.51% |
$144 - $155
|
594
$37.6K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-9.1K- 58.64% |
$436K - $471K
|
6.42K
$406K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-530- 48.31% |
$25.4K - $27.4K
|
567
$35.9K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.47KNew |
$214K - $232K
|
4.47K
$283K
|
|