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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.21KNew |
$206K - $217K
|
4.21K
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
4.09KNew |
$200K - $211K
|
4.09K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.4KNew |
$167K - $175K
|
3.4K
$221K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.78KNew |
$136K - $143K
|
2.78K
$180K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.75KNew |
$135K - $142K
|
2.75K
$179K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.64K+ 4.41% |
$80.4K - $84.5K
|
38.8K
$2.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$49.1K - $51.5K
|
1K
$64.9K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
925New |
$45.4K - $47.7K
|
925
$60K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
52New |
$2.55K - $2.68K
|
52
$3.38K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
45+ 13.85% |
$2.21K - $2.32K
|
370
$24K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
31New |
$1.52K - $1.6K
|
31
$2.01K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20New |
$982 - $1.03K
|
20
$1.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
18New |
$883 - $928
|
18
$1.17K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.2% |
$196 - $206
|
1.99K
$129K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.32% |
$98.2 - $103
|
635
$41.2K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
964KNew |
$46.2M - $49.9M
|
964K
$62.6M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
160KNew |
$7.66M - $8.27M
|
160K
$10.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
113KNew |
$5.42M - $5.86M
|
113K
$7.34M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
74.3K+ 12.93% |
$3.56M - $3.85M
|
649K
$42.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
71.9KNew |
$3.45M - $3.72M
|
71.9K
$4.66M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.28KNew |
$397K - $429K
|
8.28K
$538K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
8.05KNew |
$386K - $417K
|
8.05K
$523K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7.53KNew |
$361K - $390K
|
7.53K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.15KNew |
$247K - $266K
|
5.15K
$334K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.85KNew |
$232K - $251K
|
4.85K
$315K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.65KNew |
$223K - $241K
|
4.65K
$302K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.47KNew |
$214K - $232K
|
4.47K
$290K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.13KNew |
$198K - $214K
|
4.13K
$268K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.26K+ 5.37% |
$156K - $169K
|
63.9K
$4.15M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
2.97K+ 25.87% |
$143K - $154K
|
14.5K
$939K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.97K+ 25.87% |
$143K - $154K
|
14.5K
$939K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
600+ 200.67% |
$28.8K - $31.1K
|
899
$58.4K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
590New |
$28.3K - $30.6K
|
590
$38.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
250+ 51.02% |
$12K - $12.9K
|
740
$48K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
199+ 19900.0% |
$9.54K - $10.3K
|
200
$13K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
60New |
$2.88K - $3.11K
|
60
$3.89K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
37+ 0.95% |
$1.77K - $1.92K
|
3.94K
$256K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.51% |
$144 - $155
|
594
$38.6K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.93% |
$47.9 - $51.8
|
109
$7.08K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
375KNew |
$16.7M - $19.6M
|
375K
$24.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
213KNew |
$9.5M - $11.2M
|
213K
$13.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
101K+ 78.78% |
$4.51M - $5.3M
|
230K
$14.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
44.1KNew |
$1.96M - $2.31M
|
44.1K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
30.7K+ 8.93% |
$1.37M - $1.61M
|
375K
$24.3M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
12.2KNew |
$544K - $639K
|
12.2K
$793K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
5.92KNew |
$264K - $310K
|
5.92K
$384K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.12KNew |
$228K - $268K
|
5.12K
$332K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
4.88KNew |
$217K - $255K
|
4.88K
$316K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
4.68KNew |
$208K - $245K
|
4.68K
$304K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
4.35KNew |
$193K - $227K
|
4.35K
$282K
|
|