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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.13KNew |
$198K - $214K
|
4.13K
$261K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.2K- 20.36% |
$57.3K - $61.9K
|
4.67K
$296K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
71.9KNew |
$3.45M - $3.72M
|
71.9K
$4.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
600+ 200.67% |
$28.8K - $31.1K
|
899
$56.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.85KNew |
$232K - $251K
|
4.85K
$307K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-876- 5.6% |
$42K - $45.4K
|
14.8K
$934K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.26K+ 5.37% |
$156K - $169K
|
63.9K
$4.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
60New |
$2.88K - $3.11K
|
60
$3.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
113KNew |
$5.42M - $5.86M
|
113K
$7.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-94- 1.46% |
$4.51K - $4.87K
|
6.37K
$403K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
250+ 51.02% |
$12K - $12.9K
|
740
$46.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.63% |
$192 - $207
|
639
$40.4K
|
|
| Q4 2022 | |||||||
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
12.2KNew |
$544K - $639K
|
12.2K
$773K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
375KNew |
$16.7M - $19.6M
|
375K
$23.7M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-816- 0.55% |
$36.3K - $42.7K
|
147K
$9.32M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
960New |
$42.7K - $50.2K
|
960
$60.7K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
30.7K+ 8.93% |
$1.37M - $1.61M
|
375K
$23.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-334- 3.6% |
$14.9K - $17.5K
|
8.95K
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-2.55K- 37.09% |
$114K - $133K
|
4.33K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.28KNew |
$102K - $119K
|
2.28K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
503New |
$22.4K - $26.3K
|
503
$31.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
515KNew |
$22.9M - $26.9M
|
515K
$32.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
400New |
$17.8K - $20.9K
|
400
$25.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41New |
$1.83K - $2.15K
|
41
$2.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-13- 0.23% |
$579 - $680
|
5.57K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.39K+ 6.86% |
$107K - $125K
|
37.3K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.12KNew |
$228K - $268K
|
5.12K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
427New |
$19K - $22.3K
|
427
$27K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
380+ 100.0% |
$16.9K - $19.9K
|
760
$48.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
532+ 9.87% |
$23.7K - $27.8K
|
5.92K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-811- 31.43% |
$36.1K - $42.4K
|
1.77K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
51New |
$2.27K - $2.67K
|
51
$3.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.39K- 0.97% |
$107K - $125K
|
243K
$15.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
800New |
$35.6K - $41.9K
|
800
$50.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
213KNew |
$9.5M - $11.2M
|
213K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
480New |
$21.4K - $25.1K
|
480
$30.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
29.5KNew |
$1.31M - $1.54M
|
29.5K
$1.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.36K+ 2.74% |
$239K - $280K
|
201K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4.03KNew |
$179K - $211K
|
4.03K
$255K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
100+ 0.67% |
$4.45K - $5.23K
|
15.1K
$957K
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.18KNew |
$186K - $219K
|
4.18K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-21.3K- 3.75% |
$948K - $1.11M
|
546K
$34.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
979+ 2.8% |
$43.6K - $51.2K
|
36K
$2.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-303- 15.47% |
$13.5K - $15.9K
|
1.66K
$105K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
435+ 57.54% |
$19.4K - $22.8K
|
1.19K
$75.4K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.59K- 48.47% |
$204K - $240K
|
4.88K
$309K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.08K- 20.59% |
$92.4K - $109K
|
8.01K
$507K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
4.68KNew |
$208K - $245K
|
4.68K
$296K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-200- 4.26% |
$8.91K - $10.5K
|
4.5K
$285K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.92KNew |
$264K - $310K
|
5.92K
$374K
|
|