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 |
---|---|---|---|---|---|---|---|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$3.59K - $3.81K
|
65
$4.22K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$2.76K - $2.93K
|
50
$3.25K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
43+ 0.12% |
$2.37K - $2.52K
|
36.7K
$2.38M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
42New |
$2.32K - $2.46K
|
42
$2.73K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
37+ 0.63% |
$2.04K - $2.17K
|
5.87K
$381K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16New |
$884 - $937
|
16
$1.04K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
13New |
$718 - $761
|
13
$844
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
8+ 0.08% |
$442 - $468
|
10.3K
$666K
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$110 - $117
|
2
$130
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
400KNew |
$21.3M - $23.2M
|
400K
$25.9M
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
240KNew |
$12.8M - $13.9M
|
240K
$15.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
209K+ 36.37% |
$11.2M - $12.1M
|
785K
$50.9M
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
31.9KNew |
$1.7M - $1.85M
|
31.9K
$2.07M
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
29.6KNew |
$1.58M - $1.72M
|
29.6K
$1.92M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19.2KNew |
$1.02M - $1.11M
|
19.2K
$1.24M
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
18.7K+ 57.82% |
$996K - $1.08M
|
51K
$3.31M
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
16.5KNew |
$879K - $957K
|
16.5K
$1.07M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.9KNew |
$846K - $921K
|
15.9K
$1.03M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15.7K+ 4.97% |
$838K - $912K
|
332K
$21.5M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.8K+ 8.76% |
$789K - $859K
|
184K
$11.9M
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.49KNew |
$506K - $551K
|
9.49K
$616K
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.48KNew |
$399K - $434K
|
7.48K
$485K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.28K+ 1.65% |
$388K - $423K
|
449K
$29.2M
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.22KNew |
$385K - $419K
|
7.22K
$468K
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.16KNew |
$382K - $415K
|
7.16K
$464K
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7K+ 79.55% |
$373K - $406K
|
15.8K
$1.03M
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
5.54KNew |
$296K - $322K
|
5.54K
$360K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.82KNew |
$257K - $280K
|
4.82K
$313K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.71KNew |
$251K - $274K
|
4.71K
$306K
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.5KNew |
$240K - $261K
|
4.5K
$292K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4.27K+ 712.33% |
$228K - $248K
|
4.87K
$316K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.14KNew |
$221K - $241K
|
4.14K
$269K
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.91K+ 25.71% |
$209K - $227K
|
19.1K
$1.24M
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.75KNew |
$200K - $217K
|
3.75K
$243K
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.63K+ 46.91% |
$194K - $211K
|
11.4K
$738K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.63KNew |
$194K - $211K
|
3.63K
$236K
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.61KNew |
$193K - $210K
|
3.61K
$234K
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.46KNew |
$184K - $201K
|
3.46K
$224K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.27K+ 3.65% |
$121K - $132K
|
64.3K
$4.17M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.21K+ 47.73% |
$118K - $128K
|
6.84K
$444K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
900+ 16.67% |
$48K - $52.3K
|
6.3K
$409K
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
812+ 1.78% |
$43.3K - $47.1K
|
46.3K
$3.01M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
700New |
$37.3K - $40.6K
|
700
$45.4K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
598New |
$31.9K - $34.7K
|
598
$38.8K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
500New |
$26.7K - $29K
|
500
$32.5K
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
500New |
$26.7K - $29K
|
500
$32.5K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
471New |
$25.1K - $27.3K
|
471
$30.6K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
383+ 13.17% |
$20.4K - $22.2K
|
3.29K
$214K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
320New |
$17.1K - $18.6K
|
320
$20.8K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
297New |
$15.8K - $17.2K
|
297
$19.3K
|