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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
55New |
$2.72K - $2.93K
|
55
$3.38K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$495 - $533
|
10
$615
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
97.7K+ 102.89% |
$4.8M - $5.04M
|
193K
$11.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
33.2KNew |
$1.63M - $1.71M
|
33.2K
$2.04M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
9.7KNew |
$476K - $500K
|
9.7K
$597K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.61KNew |
$275K - $289K
|
5.61K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.4KNew |
$265K - $278K
|
5.4K
$332K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
4.56KNew |
$224K - $235K
|
4.56K
$281K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.55KNew |
$223K - $234K
|
4.55K
$280K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.33KNew |
$213K - $223K
|
4.33K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.24KNew |
$208K - $218K
|
4.24K
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.21KNew |
$206K - $217K
|
4.21K
$259K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
4.09KNew |
$200K - $211K
|
4.09K
$251K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.4KNew |
$167K - $175K
|
3.4K
$209K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.78KNew |
$136K - $143K
|
2.78K
$171K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.75KNew |
$135K - $142K
|
2.75K
$169K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.64K+ 4.41% |
$80.4K - $84.5K
|
38.8K
$2.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$49.1K - $51.5K
|
1K
$61.5K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
925New |
$45.4K - $47.7K
|
925
$56.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
678New |
$33.3K - $34.9K
|
678
$41.7K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
467+ 1.47% |
$22.9K - $24.1K
|
32.3K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
52New |
$2.55K - $2.68K
|
52
$3.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
45+ 13.85% |
$2.21K - $2.32K
|
370
$22.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
31New |
$1.52K - $1.6K
|
31
$1.91K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20New |
$982 - $1.03K
|
20
$1.23K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
18New |
$883 - $928
|
18
$1.11K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.2% |
$196 - $206
|
1.99K
$123K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.32% |
$98.2 - $103
|
635
$39.1K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
964KNew |
$46.2M - $49.9M
|
964K
$59.3M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
160KNew |
$7.66M - $8.27M
|
160K
$9.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
113KNew |
$5.42M - $5.86M
|
113K
$6.96M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
74.3K+ 12.93% |
$3.56M - $3.85M
|
649K
$39.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
71.9KNew |
$3.45M - $3.72M
|
71.9K
$4.42M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.28KNew |
$397K - $429K
|
8.28K
$510K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8.05KNew |
$386K - $417K
|
8.05K
$495K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7.53KNew |
$361K - $390K
|
7.53K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.15KNew |
$247K - $266K
|
5.15K
$317K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.85KNew |
$232K - $251K
|
4.85K
$298K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.65KNew |
$223K - $241K
|
4.65K
$286K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.47KNew |
$214K - $232K
|
4.47K
$275K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.13KNew |
$198K - $214K
|
4.13K
$254K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.26K+ 5.37% |
$156K - $169K
|
63.9K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3K+ 57.05% |
$144K - $155K
|
8.26K
$508K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.97K+ 25.87% |
$143K - $154K
|
14.5K
$890K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.97K+ 25.87% |
$143K - $154K
|
14.5K
$890K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
600+ 200.67% |
$28.8K - $31.1K
|
899
$55.3K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
590New |
$28.3K - $30.6K
|
590
$36.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
250+ 51.02% |
$12K - $12.9K
|
740
$45.5K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
199+ 19900.0% |
$9.54K - $10.3K
|
200
$12.3K
|
|