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 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
427New |
$19K - $22.3K
|
427
$27.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
400New |
$17.8K - $20.9K
|
400
$26K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
380+ 100.0% |
$16.9K - $19.9K
|
760
$49.3K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
372+ 3.79% |
$16.6K - $19.5K
|
10.2K
$661K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
304New |
$13.5K - $15.9K
|
304
$19.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
250New |
$11.1K - $13.1K
|
250
$16.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
240New |
$10.7K - $12.6K
|
240
$15.6K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
100+ 0.67% |
$4.45K - $5.23K
|
15.1K
$981K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
87New |
$3.87K - $4.55K
|
87
$5.65K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
55New |
$2.45K - $2.88K
|
55
$3.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
51New |
$2.27K - $2.67K
|
51
$3.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41New |
$1.83K - $2.15K
|
41
$2.66K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
17+ 0.66% |
$757 - $890
|
2.61K
$169K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1+ 16.67% |
$44.5 - $52.3
|
7
$454
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
378KNew |
$16.8M - $19.9M
|
378K
$24.5M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
139K+ 110.5% |
$6.2M - $7.36M
|
266K
$17.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.7KNew |
$520K - $617K
|
11.7K
$759K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10.6KNew |
$471K - $558K
|
10.6K
$687K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
8.89K+ 10.84% |
$395K - $469K
|
90.9K
$5.9M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7.29K+ 8.64% |
$324K - $384K
|
91.6K
$5.94M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
6.93KNew |
$308K - $365K
|
6.93K
$450K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5.23KNew |
$233K - $276K
|
5.23K
$340K
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.66KNew |
$207K - $246K
|
4.66K
$303K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.5KNew |
$200K - $237K
|
4.5K
$292K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.61K+ 28.3% |
$116K - $138K
|
11.8K
$768K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.76KNew |
$78.4K - $93K
|
1.76K
$114K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.15K+ 3.93% |
$51.1K - $60.6K
|
30.4K
$1.97M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
427New |
$19K - $22.5K
|
427
$27.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400+ 11.66% |
$17.8K - $21.1K
|
3.83K
$249K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
307New |
$13.7K - $16.2K
|
307
$19.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
136+ 18.48% |
$6.05K - $7.17K
|
872
$56.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
126New |
$5.6K - $6.64K
|
126
$8.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
47+ 27.01% |
$2.09K - $2.48K
|
221
$14.3K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
411KNew |
$18.8M - $22.1M
|
411K
$26.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
95.5KNew |
$4.38M - $5.13M
|
95.5K
$6.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
35.4KNew |
$1.62M - $1.9M
|
35.4K
$2.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
25.7KNew |
$1.18M - $1.38M
|
25.7K
$1.67M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
11.2K+ 9.73% |
$514K - $602K
|
126K
$8.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.86K+ 11.21% |
$360K - $422K
|
77.9K
$5.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
6.2KNew |
$284K - $333K
|
6.2K
$402K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
4.92KNew |
$226K - $264K
|
4.92K
$319K
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.2KNew |
$192K - $225K
|
4.2K
$272K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$101K - $118K
|
2.2K
$143K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
2.08K+ 11.6% |
$95.5K - $112K
|
20.1K
$1.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.38KNew |
$63.2K - $74K
|
1.38K
$89.5K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1KNew |
$45.8K - $53.7K
|
1K
$64.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
568+ 767.57% |
$26K - $30.5K
|
642
$41.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
344+ 1.92% |
$15.8K - $18.5K
|
18.2K
$1.18M
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
256New |
$11.7K - $13.7K
|
256
$16.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
185+ 1.29% |
$8.48K - $9.93K
|
14.6K
$946K
|
|