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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.58K- 3.44% |
$551K - $601K
|
269K
$17.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-400- 1.55% |
$23K - $25.1K
|
25.4K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.4K+ 33.79% |
$654K - $714K
|
45.1K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
45K+ 71.83% |
$2.59M - $2.83M
|
108K
$6.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
293+ 5.01% |
$16.8K - $18.4K
|
6.14K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-545- 1.9% |
$31.3K - $34.2K
|
28.1K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.98K- 3.33% |
$171K - $187K
|
86.5K
$5.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
15+ 0.05% |
$862 - $941
|
31.7K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.37K+ 24.11% |
$251K - $274K
|
22.5K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-944- 2.3% |
$54.3K - $59.2K
|
40K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.02K+ 10.57% |
$403K - $440K
|
73.4K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-58- 1.06% |
$3.33K - $3.64K
|
5.39K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.17K+ 0.47% |
$67.3K - $73.5K
|
250K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.29KNew |
$74.1K - $80.9K
|
1.29K
$83.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
147+ 2.79% |
$8.45K - $9.23K
|
5.41K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.38KNew |
$194K - $212K
|
3.38K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-25.7K- 15.72% |
$1.48M - $1.61M
|
138K
$8.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-340- 8.42% |
$19.5K - $21.3K
|
3.7K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.99K+ 30.95% |
$229K - $250K
|
16.9K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.63K+ 9.79% |
$324K - $353K
|
63.1K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.85KNew |
$221K - $242K
|
3.85K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.09K+ 6.35% |
$62.8K - $68.6K
|
18.3K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6.34K+ 2.09% |
$364K - $398K
|
309K
$19.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
23.4K+ 8.48% |
$1.35M - $1.47M
|
300K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.98K- 26.95% |
$401K - $438K
|
18.9K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.7K- 34.2% |
$155K - $170K
|
5.2K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.34KNew |
$192K - $210K
|
3.34K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11.5KNew |
$659K - $720K
|
11.5K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
97+ 0.72% |
$5.57K - $6.09K
|
13.6K
$877K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-25.2K- 25.34% |
$1.45M - $1.58M
|
74.4K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
8.35K+ 5.54% |
$480K - $524K
|
159K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-215K- 10.75% |
$12.4M - $13.5M
|
1.79M
$115M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
15.7K+ 9.93% |
$905K - $988K
|
174K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.65K+ 6.73% |
$325K - $355K
|
89.7K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
26.7K+ 2.23% |
$1.54M - $1.68M
|
1.23M
$79.1M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-800- 7.95% |
$46K - $50.2K
|
9.26K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-23- 0.07% |
$1.32K - $1.44K
|
33.9K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.95K+ 13.76% |
$112K - $122K
|
16.1K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.33K- 2.39% |
$134K - $146K
|
95.2K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
310+ 4.15% |
$17.8K - $19.5K
|
7.78K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.32% |
$287 - $314
|
1.57K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-118- 1.88% |
$6.78K - $7.41K
|
6.17K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20.2K+ 12.36% |
$1.16M - $1.26M
|
183K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-434- 10.58% |
$24.9K - $27.2K
|
3.67K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-667- 0.4% |
$38.3K - $41.9K
|
168K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
815+ 4.29% |
$46.8K - $51.1K
|
19.8K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.06K+ 21.26% |
$61K - $66.7K
|
6.06K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
9.32K+ 15.92% |
$536K - $585K
|
67.8K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
111K+ 78.18% |
$6.4M - $6.99M
|
254K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
95+ 1.54% |
$5.46K - $5.96K
|
6.27K
$405K
|