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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5.55KNew |
$263K - $300K
|
5.55K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.3KNew |
$251K - $287K
|
5.3K
$321K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
4.65K+ 35.84% |
$220K - $252K
|
17.6K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
4.46KNew |
$211K - $241K
|
4.46K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.36KNew |
$206K - $236K
|
4.36K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.2KNew |
$199K - $227K
|
4.2K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.18KNew |
$198K - $226K
|
4.18K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4KNew |
$189K - $216K
|
4K
$242K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4KNew |
$189K - $216K
|
4K
$242K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
3.91KNew |
$185K - $211K
|
3.91K
$236K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.89KNew |
$184K - $210K
|
3.89K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
3.87KNew |
$183K - $210K
|
3.87K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.87KNew |
$183K - $209K
|
3.87K
$234K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.42KNew |
$162K - $185K
|
3.42K
$207K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3KNew |
$142K - $162K
|
3K
$181K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.45K+ 337.93% |
$116K - $133K
|
3.18K
$192K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.25K+ 2.39% |
$106K - $122K
|
96.1K
$5.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.87K+ 2.8% |
$88.6K - $101K
|
68.7K
$4.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.75KNew |
$82.6K - $94.4K
|
1.75K
$106K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.49K+ 3.75% |
$70.3K - $80.3K
|
41.1K
$2.49M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.02KNew |
$48.3K - $55.1K
|
1.02K
$61.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
990New |
$46.9K - $53.6K
|
990
$59.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
670New |
$31.7K - $36.2K
|
670
$40.5K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600+ 240.0% |
$28.4K - $32.5K
|
850
$51.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
558+ 5.42% |
$26.4K - $30.2K
|
10.9K
$656K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
500New |
$23.7K - $27.1K
|
500
$30.2K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
485New |
$23K - $26.2K
|
485
$29.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
436+ 43600.0% |
$20.6K - $23.6K
|
437
$26.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
316New |
$15K - $17.1K
|
316
$19.1K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
309+ 7725.0% |
$14.6K - $16.7K
|
313
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
308New |
$14.6K - $16.7K
|
308
$18.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300+ 300.0% |
$14.2K - $16.2K
|
400
$24.2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
289New |
$13.7K - $15.6K
|
289
$17.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
264New |
$12.5K - $14.3K
|
264
$16K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
234New |
$11.1K - $12.7K
|
234
$14.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
146New |
$6.91K - $7.9K
|
146
$8.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$4.74K - $5.41K
|
100
$6.05K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
100New |
$4.74K - $5.41K
|
100
$6.05K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
100+ 21.69% |
$4.74K - $5.41K
|
561
$33.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
86+ 0.84% |
$4.07K - $4.65K
|
10.3K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
75New |
$3.55K - $4.06K
|
75
$4.53K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
54New |
$2.56K - $2.92K
|
54
$3.26K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
35New |
$1.66K - $1.89K
|
35
$2.12K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
33New |
$1.56K - $1.79K
|
33
$2K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
28New |
$1.33K - $1.51K
|
28
$1.69K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19+ 1.5% |
$900 - $1.03K
|
1.29K
$77.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
17+ 3.4% |
$805 - $920
|
517
$31.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 1.28% |
$237 - $271
|
396
$23.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2New |
$94.7 - $108
|
2
$121
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 2.0% |
$47.4 - $54.1
|
51
$3.08K
|