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 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
13.4KNew |
$813K - $869K
|
13.4K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
17.3KNew |
$1.05M - $1.13M
|
17.3K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27K- 0.15% |
$1.64M - $1.75M
|
18.4M
$1.18B
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
14+ 0.29% |
$850 - $909
|
4.87K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
76.1K+ 399.26% |
$4.62M - $4.94M
|
95.1K
$6.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-58.4K- 9.76% |
$3.55M - $3.79M
|
540K
$34.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
213+ 20.92% |
$12.9K - $13.8K
|
1.23K
$78.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-188- 1.73% |
$11.4K - $12.2K
|
10.7K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.7K+ 4.55% |
$710K - $759K
|
268K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.61K- 3.2% |
$523K - $559K
|
261K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.02K+ 2.2% |
$365K - $391K
|
280K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
47.1KNew |
$2.86M - $3.06M
|
47.1K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
18.1K+ 24.14% |
$1.1M - $1.18M
|
93.2K
$5.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-313- 4.23% |
$19K - $20.3K
|
7.08K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.13K+ 1.59% |
$190K - $203K
|
200K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
181+ 2.03% |
$11K - $11.8K
|
9.1K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9K+ 37.57% |
$662K - $708K
|
39.9K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 8.7% |
$24.3K - $26K
|
5K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-20.7K- 10.3% |
$1.25M - $1.34M
|
180K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-30.5K- 33.47% |
$1.86M - $1.98M
|
60.7K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.5KNew |
$3.25M - $3.48M
|
53.5K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-31- 1.02% |
$1.88K - $2.01K
|
3.02K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
175K+ 34.01% |
$10.6M - $11.4M
|
690K
$44.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19K- 37.34% |
$1.15M - $1.23M
|
31.9K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
450New |
$27.3K - $29.2K
|
450
$28.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
69.5KNew |
$4.22M - $4.51M
|
69.5K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
4.61KNew |
$280K - $299K
|
4.61K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
382+ 1.91% |
$23.2K - $24.8K
|
20.4K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.26K+ 36.65% |
$76.3K - $81.6K
|
4.69K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.84K+ 74.75% |
$294K - $314K
|
11.3K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-126- 2.02% |
$7.65K - $8.18K
|
6.12K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 0.49% |
$6.07K - $6.49K
|
20.1K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-3.91K- 6.96% |
$238K - $254K
|
52.3K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.07K+ 4.29% |
$247K - $264K
|
99K
$6.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
10.4KNew |
$631K - $675K
|
10.4K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
4.31KNew |
$262K - $280K
|
4.31K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
533New |
$32.4K - $34.6K
|
533
$34.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.17% |
$60.7 - $64.9
|
595
$38.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09K+ 3.41% |
$65.9K - $70.5K
|
32.9K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
11+ 0.06% |
$668 - $714
|
17.2K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.56K- 11.36% |
$156K - $167K
|
20K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
32.2K+ 6.06% |
$1.95M - $2.09M
|
563K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-809- 21.31% |
$49.1K - $52.5K
|
2.99K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.86K- 8.95% |
$417K - $445K
|
69.8K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
384+ 7.28% |
$23.3K - $24.9K
|
5.66K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.95K- 5.2% |
$361K - $387K
|
108K
$6.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.6K- 47.76% |
$3.37M - $3.61M
|
60.8K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
108+ 1.72% |
$6.56K - $7.01K
|
6.39K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
115+ 0.36% |
$6.98K - $7.47K
|
31.7K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.45K- 2.25% |
$270K - $289K
|
194K
$12.4M
|