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 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
6.2KNew |
$284K - $333K
|
6.2K
$392K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$101K - $118K
|
2.2K
$139K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7- 4.61% |
$321 - $376
|
145
$9.18K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-348- 4.5% |
$16K - $18.7K
|
7.39K
$468K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-360Closed |
$16.5K - $19.3K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
344+ 1.92% |
$15.8K - $18.5K
|
18.2K
$1.15M
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
568+ 767.57% |
$26K - $30.5K
|
642
$40.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.05KClosed |
$231K - $271K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-50Closed |
$2.29K - $2.68K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.86K+ 11.21% |
$360K - $422K
|
77.9K
$4.93M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
39New |
$1.79K - $2.09K
|
39
$2.47K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
11.2K+ 9.73% |
$514K - $602K
|
126K
$8M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-229- 24.92% |
$10.5K - $12.3K
|
690
$43.7K
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-17.4KClosed |
$798K - $934K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-83Closed |
$3.8K - $4.46K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.46K+ 1214.17% |
$73.8K - $81.7K
|
1.58K
$99.8K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.9KClosed |
$96.3K - $107K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
SELL
|
- |
-5.55KClosed |
$281K - $311K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-46Closed |
$2.33K - $2.58K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.28KClosed |
$268K - $296K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-544Closed |
$27.6K - $30.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
500New |
$25.3K - $28K
|
500
$31.6K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-736Closed |
$37.3K - $41.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-84KClosed |
$4.25M - $4.71M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-5.3KClosed |
$268K - $297K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.99KClosed |
$101K - $111K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.72KClosed |
$341K - $377K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
4.45KNew |
$225K - $249K
|
4.45K
$281K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-77Closed |
$3.9K - $4.32K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
489KNew |
$24.8M - $27.4M
|
489K
$30.9M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-4.11KClosed |
$208K - $230K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-120Closed |
$6.08K - $6.73K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.9KClosed |
$248K - $275K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-549Closed |
$27.8K - $30.8K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-400Closed |
$20.3K - $22.4K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.53KClosed |
$230K - $254K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-141Closed |
$7.14K - $7.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Arch Capital Group Ltd.
|
SELL
|
- |
-527KClosed |
$26.7M - $29.6M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
170New |
$8.61K - $9.53K
|
170
$10.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.71KClosed |
$188K - $208K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-319Closed |
$16.2K - $17.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-270Closed |
$13.7K - $15.1K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-4.41KClosed |
$223K - $247K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.73KClosed |
$87.4K - $96.8K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.93K- 25.11% |
$148K - $163K
|
8.75K
$554K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10.9KNew |
$548K - $605K
|
10.9K
$687K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-682Closed |
$34.4K - $38K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.05KClosed |
$204K - $225K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
169New |
$8.52K - $9.41K
|
169
$10.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-152Closed |
$7.67K - $8.46K
|
0
$0
|
|