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 |
|---|---|---|---|---|---|---|---|
|
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
$10.1K
|
|
|
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 | |||||||
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10.9KNew |
$548K - $605K
|
10.9K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.05KClosed |
$204K - $225K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-152Closed |
$7.67K - $8.46K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.51KClosed |
$227K - $251K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
6K+ 141.28% |
$303K - $334K
|
10.2K
$609K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5.51K- 76.61% |
$278K - $307K
|
1.68K
$100K
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.82KClosed |
$293K - $324K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-125Closed |
$6.3K - $6.96K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-310Closed |
$15.6K - $17.3K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
341+ 57.31% |
$17.2K - $19K
|
936
$55.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-9.57KClosed |
$483K - $533K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.3KClosed |
$267K - $295K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Deltec Asset Management LLC
|
SELL
|
- |
-12.9KClosed |
$648K - $715K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
62New |
$3.13K - $3.45K
|
62
$3.69K
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-205Closed |
$10.3K - $11.4K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.1KClosed |
$409K - $451K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-14.8KClosed |
$746K - $824K
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-489Closed |
$24.7K - $27.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-814Closed |
$40.9K - $43.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-49.3KClosed |
$2.48M - $2.62M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
250K+ 0.0% |
$12.6M - $13.3M
|
250K
$14.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
192KNew |
$9.62M - $10.2M
|
192K
$11.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-859KClosed |
$43.1M - $45.6M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-496- 88.41% |
$24.9K - $26.3K
|
65
$3.86K
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.16KClosed |
$58.3K - $61.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.48KClosed |
$225K - $238K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-690Closed |
$34.7K - $36.6K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.26M - $1.33M
|
25K
$1.49M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1Closed |
$50.2 - $53.1
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
4.53KNew |
$228K - $241K
|
4.53K
$269K
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-6.57KClosed |
$330K - $349K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-977- 13.71% |
$49.1K - $51.9K
|
6.15K
$365K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
38.4KNew |
$1.93M - $2.04M
|
38.4K
$2.28M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.53KClosed |
$76.6K - $81K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500Closed |
$24.3K - $25.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-575KClosed |
$27.9M - $29.4M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-26.3KClosed |
$1.28M - $1.35M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.8KClosed |
$282K - $297K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.3KClosed |
$63.1K - $66.5K
|
0
$0
|
|