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 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
380+ 100.0% |
$16.9K - $19.9K
|
760
$45.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
532+ 9.87% |
$23.7K - $27.8K
|
5.92K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-811- 31.43% |
$36.1K - $42.4K
|
1.77K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
51New |
$2.27K - $2.67K
|
51
$3.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.39K- 0.97% |
$107K - $125K
|
243K
$14.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
800New |
$35.6K - $41.9K
|
800
$47.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
213KNew |
$9.5M - $11.2M
|
213K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
480New |
$21.4K - $25.1K
|
480
$28.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4.03KNew |
$179K - $211K
|
4.03K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
100+ 0.67% |
$4.45K - $5.23K
|
15.1K
$899K
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.18KNew |
$186K - $219K
|
4.18K
$249K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-21.3K- 3.75% |
$948K - $1.11M
|
546K
$32.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
979+ 2.8% |
$43.6K - $51.2K
|
36K
$2.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-303- 15.47% |
$13.5K - $15.9K
|
1.66K
$98.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
435+ 57.54% |
$19.4K - $22.8K
|
1.19K
$70.8K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.59K- 48.47% |
$204K - $240K
|
4.88K
$290K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.08K- 20.59% |
$92.4K - $109K
|
8.01K
$476K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
4.68KNew |
$208K - $245K
|
4.68K
$278K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-200- 4.26% |
$8.91K - $10.5K
|
4.5K
$268K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.92KNew |
$264K - $310K
|
5.92K
$352K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
500New |
$22.3K - $26.2K
|
500
$29.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 16.67% |
$44.5 - $52.3
|
7
$416
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
372+ 3.79% |
$16.6K - $19.5K
|
10.2K
$605K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
4.35KNew |
$193K - $227K
|
4.35K
$258K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.8KNew |
$125K - $147K
|
2.8K
$166K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
55New |
$2.45K - $2.88K
|
55
$3.27K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
101K+ 78.78% |
$4.51M - $5.3M
|
230K
$13.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 21.41% |
$78.8K - $92.6K
|
6.49K
$386K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
17+ 0.66% |
$757 - $890
|
2.61K
$155K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
240New |
$10.7K - $12.6K
|
240
$14.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
44.1KNew |
$1.96M - $2.31M
|
44.1K
$2.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
480New |
$21.4K - $25.1K
|
480
$28.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
87New |
$3.87K - $4.55K
|
87
$5.17K
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-2.48K- 0.6% |
$110K - $130K
|
411K
$24.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.43K- 3.07% |
$63.9K - $75K
|
45.2K
$2.69M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.55K- 14.69% |
$158K - $186K
|
20.6K
$1.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
304New |
$13.5K - $15.9K
|
304
$18.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-773- 14.3% |
$34.4K - $40.5K
|
4.63K
$275K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.93K- 7.28% |
$85.9K - $101K
|
24.6K
$1.46M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
4.88KNew |
$217K - $255K
|
4.88K
$290K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
593New |
$26.4K - $31K
|
593
$35.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
935+ 6.17% |
$41.6K - $48.9K
|
16.1K
$956K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
250New |
$11.1K - $13.1K
|
250
$14.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-17.8K- 15.81% |
$795K - $934K
|
95K
$5.65M
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7.29K+ 8.64% |
$324K - $384K
|
91.6K
$5.44M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.29K- 32.53% |
$102K - $120K
|
4.74K
$282K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
126New |
$5.6K - $6.64K
|
126
$7.49K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.03K- 0.69% |
$90.4K - $107K
|
293K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.29K- 7.12% |
$57.4K - $68.1K
|
16.8K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-25.2KClosed |
$1.12M - $1.33M
|
0
$0
|
|