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 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.36K+ 2.74% |
$239K - $280K
|
201K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.12KNew |
$228K - $268K
|
5.12K
$310K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
4.88KNew |
$217K - $255K
|
4.88K
$295K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
4.68KNew |
$208K - $245K
|
4.68K
$283K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
4.35KNew |
$193K - $227K
|
4.35K
$263K
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.18KNew |
$186K - $219K
|
4.18K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4.03KNew |
$179K - $211K
|
4.03K
$243K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.8KNew |
$125K - $147K
|
2.8K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.39K+ 6.86% |
$107K - $125K
|
37.3K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.28KNew |
$102K - $119K
|
2.28K
$138K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
979+ 2.8% |
$43.6K - $51.2K
|
36K
$2.17M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
960New |
$42.7K - $50.2K
|
960
$58K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
935+ 6.17% |
$41.6K - $48.9K
|
16.1K
$972K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
800New |
$35.6K - $41.9K
|
800
$48.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
593New |
$26.4K - $31K
|
593
$35.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
532+ 9.87% |
$23.7K - $27.8K
|
5.92K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
503New |
$22.4K - $26.3K
|
503
$30.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
500New |
$22.3K - $26.2K
|
500
$30.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
480New |
$21.4K - $25.1K
|
480
$29K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
480New |
$21.4K - $25.1K
|
480
$29K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
435+ 57.54% |
$19.4K - $22.8K
|
1.19K
$72K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
427New |
$19K - $22.3K
|
427
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
400New |
$17.8K - $20.9K
|
400
$24.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
380+ 100.0% |
$16.9K - $19.9K
|
760
$45.9K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
372+ 3.79% |
$16.6K - $19.5K
|
10.2K
$615K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
304New |
$13.5K - $15.9K
|
304
$18.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
250New |
$11.1K - $13.1K
|
250
$15.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
240New |
$10.7K - $12.6K
|
240
$14.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200New |
$8.91K - $10.5K
|
200
$12.1K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
100+ 0.67% |
$4.45K - $5.23K
|
15.1K
$914K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
87New |
$3.87K - $4.55K
|
87
$5.26K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
55New |
$2.45K - $2.88K
|
55
$3.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
51New |
$2.27K - $2.67K
|
51
$3.08K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41New |
$1.83K - $2.15K
|
41
$2.48K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
17+ 0.66% |
$757 - $890
|
2.61K
$158K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 16.67% |
$44.5 - $52.3
|
7
$423
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
378KNew |
$16.8M - $19.9M
|
378K
$22.9M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
139K+ 110.5% |
$6.2M - $7.36M
|
266K
$16.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.7KNew |
$520K - $617K
|
11.7K
$707K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10.6KNew |
$471K - $558K
|
10.6K
$640K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
8.89K+ 10.84% |
$395K - $469K
|
90.9K
$5.49M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7.29K+ 8.64% |
$324K - $384K
|
91.6K
$5.54M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
6.93KNew |
$308K - $365K
|
6.93K
$419K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5.23KNew |
$233K - $276K
|
5.23K
$316K
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.66KNew |
$207K - $246K
|
4.66K
$282K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.5KNew |
$200K - $237K
|
4.5K
$272K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.61K+ 28.3% |
$116K - $138K
|
11.8K
$715K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.76KNew |
$78.4K - $93K
|
1.76K
$107K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.15K+ 3.93% |
$51.1K - $60.6K
|
30.4K
$1.84M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
427New |
$19K - $22.5K
|
427
$25.8K
|
|