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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.28K+ 7.42% |
$260K - $278K
|
62K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
379+ 1.26% |
$23K - $24.6K
|
30.4K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-150K- 81.49% |
$9.13M - $9.76M
|
34.2K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-307K- 53.14% |
$18.6M - $19.9M
|
271K
$17.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.16K- 2.77% |
$70.5K - $75.4K
|
40.7K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
38New |
$2.31K - $2.47K
|
38
$2.44K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.73M- 100.0% |
$166M - $177M
|
107
$6.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20.8K- 14.36% |
$1.26M - $1.35M
|
124K
$7.95M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
8.55K+ 50.11% |
$519K - $555K
|
25.6K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15.2K+ 5.68% |
$923K - $987K
|
283K
$18.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
6.97KNew |
$424K - $453K
|
6.97K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.93K- 18.33% |
$299K - $320K
|
22K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
7.58K+ 4.28% |
$460K - $492K
|
185K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-607- 18.24% |
$36.9K - $39.4K
|
2.72K
$174K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
93.6KNew |
$5.69M - $6.08M
|
93.6K
$6M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-97- 4.52% |
$5.89K - $6.3K
|
2.05K
$131K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.17K+ 1.85% |
$435K - $466K
|
395K
$25.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-13.2K- 45.89% |
$803K - $858K
|
15.6K
$999K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.2K+ 0.99% |
$739K - $790K
|
1.24M
$79.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.22KNew |
$196K - $209K
|
3.22K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-220- 0.31% |
$13.4K - $14.3K
|
70.3K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-152K- 1.94% |
$9.24M - $9.88M
|
7.69M
$493M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.15K+ 5.64% |
$130K - $139K
|
40.2K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.72K+ 58.16% |
$165K - $177K
|
7.39K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
534New |
$32.4K - $34.7K
|
534
$34.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
7.85K+ 8.07% |
$477K - $510K
|
105K
$6.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.08K- 5.53% |
$65.8K - $70.4K
|
18.5K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.3K- 1.29% |
$1.42M - $1.51M
|
1.79M
$114M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.63K- 26.17% |
$220K - $235K
|
10.2K
$656K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.09K- 1.2% |
$127K - $136K
|
172K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.77K+ 2.27% |
$411K - $439K
|
305K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-144- 3.98% |
$8.75K - $9.35K
|
3.48K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
53.6KNew |
$3.25M - $3.48M
|
53.6K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.17K+ 1.19% |
$132K - $141K
|
185K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-628- 3.74% |
$38.1K - $40.8K
|
16.2K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
200New |
$12.1K - $13K
|
200
$12.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
99.7KNew |
$6.05M - $6.47M
|
99.7K
$6.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
317+ 1.73% |
$19.3K - $20.6K
|
18.6K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
5.69K+ 2.19% |
$346K - $370K
|
266K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.58K- 38.13% |
$218K - $233K
|
5.81K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.86K- 0.82% |
$295K - $316K
|
589K
$37.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.56K+ 11.97% |
$216K - $231K
|
33.3K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
236+ 7.24% |
$14.3K - $15.3K
|
3.5K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-111- 2.21% |
$6.74K - $7.21K
|
4.92K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
377+ 0.48% |
$22.9K - $24.5K
|
79.2K
$5.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
571+ 2.36% |
$34.7K - $37.1K
|
24.8K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-10.1M- 99.58% |
$616M - $659M
|
43.2K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.12K- 22.44% |
$129K - $138K
|
7.32K
$469K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
133K+ 4.28% |
$8.09M - $8.65M
|
3.24M
$208M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.3% |
$1.28K - $1.36K
|
6.99K
$448K
|