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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-13.2KClosed |
$411K - $539K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.4KNew |
$168K - $221K
|
5.4K
$351K
|
|
|
Aug 10, 2020
Q2 2020
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-12.9KClosed |
$402K - $527K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.46KClosed |
$201K - $264K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-13.6KClosed |
$424K - $555K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-19.5KClosed |
$608K - $796K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$367K - $481K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-31Closed |
$966 - $1.27K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.99KClosed |
$155K - $204K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-290Closed |
$9.04K - $11.8K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-585Closed |
$18.2K - $23.9K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 26, 2023
Q1 2020
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-9.4KClosed |
$263K - $406K
|
0
$0
|
|
|
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.55KClosed |
$71.4K - $110K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10Closed |
$280 - $431
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-62.4KClosed |
$1.75M - $2.69M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.49KClosed |
$210K - $323K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-98.8KClosed |
$2.77M - $4.26M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-685Closed |
$19.2K - $29.5K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Sageworth Trust CO
|
SELL
|
- |
-1KClosed |
$28K - $43.1K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
140New |
$3.92K - $6.04K
|
140
$9.09K
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-18.7KClosed |
$523K - $805K
|
0
$0
|
|
|
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
$96.2K
|
|
|
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
$131K
|
|
| Q2 2019 | |||||||
|
Jun 17, 2024
Q2 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
295KNew |
N/A
|
295K
$19.2M
|
|
|
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
$2.14M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
56.5KNew |
N/A
|
56.5K
$3.67M
|
|
|
Nov 13, 2018
Q3 2018
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|