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 27, 2020
Q1 2020
|
Carlson Capital Management
|
SELL
|
- |
-6.79KClosed |
$190K - $293K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.12KClosed |
$171K - $264K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-7.14KClosed |
$200K - $308K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-100Closed |
$2.8K - $4.31K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-57KClosed |
$1.6M - $2.46M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Ballast, Inc.
|
SELL
|
- |
-6.8KClosed |
$190K - $293K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.57KClosed |
$43.8K - $67.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-200Closed |
$7.78K - $7.91K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25Closed |
$972 - $989
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.48KNew |
$57.6K - $58.6K
|
1.48K
$93.8K
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-74Closed |
$2.88K - $2.93K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-544- 21.29% |
$21.2K - $21.5K
|
2.01K
$127K
|
|
| Q2 2019 | |||||||
|
Jun 17, 2024
Q2 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
295KNew |
N/A
|
295K
$18.7M
|
|
|
Aug 14, 2019
Q2 2019
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.07KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.46KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-275Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-28Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-240Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-23Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.41KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-24.4KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-1.01KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Private Ocean, LLC
|
SELL
|
- |
-506Closed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
First Hawaiian Bank
|
SELL
|
- |
-220Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
33KNew |
N/A
|
33K
$2.09M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
56.5KNew |
N/A
|
56.5K
$3.58M
|
|
|
Nov 13, 2018
Q3 2018
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-231KClosed |
N/A
|
0
$0
|
|
|
Oct 02, 2018
Q3 2018
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-15.6KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-43KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-91Closed |
N/A
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Manning & Napier Group, LLC
|
SELL
|
- |
-50.6KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Sciencast Management LP
|
SELL
|
- |
-6KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-23.9KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
Family Capital Trust CO
|
BUY
|
- |
7.3KNew |
N/A
|
7.3K
$462K
|
|
|
Jan 03, 2018
Q4 2017
|
Washington Trust Bank
|
SELL
|
- |
-948Closed |
N/A
|
0
$0
|
|