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 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4.95KClosed |
$237K - $256K
|
0
$0
|
|
|
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
$11.9K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.65KNew |
$223K - $241K
|
4.65K
$276K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.97K+ 25.87% |
$143K - $154K
|
14.5K
$860K
|
|
|
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
$23.5M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.15KNew |
$247K - $266K
|
5.15K
$306K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.24K- 21.98% |
$59.4K - $64.2K
|
4.4K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.28KNew |
$397K - $429K
|
8.28K
$492K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
160KNew |
$7.66M - $8.27M
|
160K
$9.5M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
74.3K+ 12.93% |
$3.56M - $3.85M
|
649K
$38.6M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.93% |
$47.9 - $51.8
|
109
$6.48K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8.05KNew |
$386K - $417K
|
8.05K
$479K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.97K+ 25.87% |
$143K - $154K
|
14.5K
$860K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
964KNew |
$46.2M - $49.9M
|
964K
$57.3M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
37+ 0.95% |
$1.77K - $1.92K
|
3.94K
$234K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
590New |
$28.3K - $30.6K
|
590
$35.1K
|
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.96K- 4.02% |
$93.9K - $101K
|
46.8K
$2.78M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4Closed |
$192 - $207
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7.53KNew |
$361K - $390K
|
7.53K
$448K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.51% |
$144 - $155
|
594
$35.3K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-9.1K- 58.64% |
$436K - $471K
|
6.42K
$382K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-530- 48.31% |
$25.4K - $27.4K
|
567
$33.7K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.47KNew |
$214K - $232K
|
4.47K
$266K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.13KNew |
$198K - $214K
|
4.13K
$246K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.2K- 20.36% |
$57.3K - $61.9K
|
4.67K
$278K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
71.9KNew |
$3.45M - $3.72M
|
71.9K
$4.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
600+ 200.67% |
$28.8K - $31.1K
|
899
$53.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.85KNew |
$232K - $251K
|
4.85K
$288K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-876- 5.6% |
$42K - $45.4K
|
14.8K
$878K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.26K+ 5.37% |
$156K - $169K
|
63.9K
$3.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
60New |
$2.88K - $3.11K
|
60
$3.57K
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
113KNew |
$5.42M - $5.86M
|
113K
$6.73M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-94- 1.46% |
$4.51K - $4.87K
|
6.37K
$378K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
250+ 51.02% |
$12K - $12.9K
|
740
$44K
|
|
| Q4 2022 | |||||||
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
12.2KNew |
$544K - $639K
|
12.2K
$726K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
375KNew |
$16.7M - $19.6M
|
375K
$22.3M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-816- 0.55% |
$36.3K - $42.7K
|
147K
$8.75M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
960New |
$42.7K - $50.2K
|
960
$57.1K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
30.7K+ 8.93% |
$1.37M - $1.61M
|
375K
$22.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-334- 3.6% |
$14.9K - $17.5K
|
8.95K
$532K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-2.55K- 37.09% |
$114K - $133K
|
4.33K
$257K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.28KNew |
$102K - $119K
|
2.28K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
400New |
$17.8K - $20.9K
|
400
$23.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41New |
$1.83K - $2.15K
|
41
$2.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-13- 0.23% |
$579 - $680
|
5.57K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.39K+ 6.86% |
$107K - $125K
|
37.3K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.12KNew |
$228K - $268K
|
5.12K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
427New |
$19K - $22.3K
|
427
$25.4K
|
|