Latest Institutional Purchases of Ishares Core Dividend Growth E (DGRO)
This list provides information on the latest institutional transactions involving Ishares Core Dividend Growth E (DGRO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
170New |
$10.3K - $11K
|
170
$10.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
168+ 1.71% |
$10.2K - $10.9K
|
10K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
161+ 1.07% |
$9.78K - $10.5K
|
15.2K
$937K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
155+ 0.1% |
$9.41K - $10.1K
|
162K
$9.96M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
150+ 0.27% |
$9.11K - $9.74K
|
56.4K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
142New |
$8.62K - $9.22K
|
142
$8.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
141+ 0.69% |
$8.56K - $9.16K
|
20.5K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
138+ 0.89% |
$8.38K - $8.96K
|
15.7K
$967K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
138New |
$8.38K - $8.96K
|
138
$8.49K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
132+ 3.53% |
$8.02K - $8.57K
|
3.87K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
130+ 0.6% |
$7.89K - $8.44K
|
21.7K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
127+ 2.57% |
$7.71K - $8.25K
|
5.06K
$311K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
125+ 1.13% |
$7.59K - $8.12K
|
11.2K
$689K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
125+ 0.28% |
$7.59K - $8.12K
|
44.6K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
122+ 0.48% |
$7.41K - $7.92K
|
25.7K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
115+ 0.36% |
$6.98K - $7.47K
|
31.7K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
108+ 1.72% |
$6.56K - $7.01K
|
6.39K
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
107+ 0.57% |
$6.5K - $6.95K
|
18.9K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
105+ 8.63% |
$6.38K - $6.82K
|
1.32K
$81.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
101+ 11.14% |
$6.13K - $6.56K
|
1.01K
$62K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100+ 13.33% |
$6.07K - $6.49K
|
850
$52.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
94+ 0.53% |
$5.71K - $6.1K
|
17.8K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
94New |
$5.71K - $6.1K
|
94
$5.78K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
90+ 1.66% |
$5.47K - $5.84K
|
5.51K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
89+ 0.62% |
$5.4K - $5.78K
|
14.4K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
83+ 0.62% |
$5.04K - $5.39K
|
13.5K
$832K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
78New |
$4.74K - $5.07K
|
78
$4.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
73+ 1.06% |
$4.43K - $4.74K
|
6.99K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
67+ 0.18% |
$4.07K - $4.35K
|
36.7K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 4.01% |
$3.95K - $4.22K
|
1.69K
$104K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
64+ 0.66% |
$3.89K - $4.16K
|
9.82K
$604K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
62+ 0.05% |
$3.77K - $4.03K
|
138K
$8.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
60+ 0.51% |
$3.64K - $3.9K
|
11.8K
$727K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58+ 0.43% |
$3.52K - $3.77K
|
13.7K
$840K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
57New |
$3.46K - $3.7K
|
57
$3.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
57+ 5.18% |
$3.46K - $3.7K
|
1.16K
$71.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
53+ 1.31% |
$3.22K - $3.44K
|
4.1K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
52+ 0.95% |
$3.16K - $3.38K
|
5.52K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
50+ 0.77% |
$3.04K - $3.25K
|
6.51K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
50+ 1.19% |
$3.04K - $3.25K
|
4.25K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
50+ 0.39% |
$3.04K - $3.25K
|
12.8K
$786K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 0.44% |
$2.92K - $3.12K
|
11K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
45+ 1.07% |
$2.73K - $2.92K
|
4.23K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.62% |
$2.67K - $2.86K
|
7.18K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
40+ 0.08% |
$2.43K - $2.6K
|
52K
$3.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
38New |
$2.31K - $2.47K
|
38
$2.34K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
38+ 0.63% |
$2.31K - $2.47K
|
6.03K
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
36+ 0.04% |
$2.19K - $2.34K
|
91.9K
$5.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
35+ 35.35% |
$2.13K - $2.27K
|
134
$8.24K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.13% |
$1.94K - $2.08K
|
25.1K
$1.54M
|