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 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.14K+ 3.69% |
$295K - $323K
|
144K
$9.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5.12K+ 2.61% |
$294K - $321K
|
202K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.02K+ 41.18% |
$288K - $315K
|
17.2K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.93K+ 4.39% |
$283K - $309K
|
117K
$7.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.89K+ 19.47% |
$281K - $307K
|
30K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.89K+ 88.66% |
$281K - $307K
|
10.4K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.86K+ 2.75% |
$279K - $305K
|
182K
$11.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.86KNew |
$279K - $305K
|
4.86K
$306K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.82K+ 18.58% |
$277K - $303K
|
30.8K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.75K+ 17.53% |
$273K - $298K
|
31.8K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.7KNew |
$270K - $295K
|
4.7K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.65K+ 5.69% |
$267K - $292K
|
86.4K
$5.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.41K+ 7.23% |
$254K - $277K
|
65.4K
$4.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.4K+ 4.05% |
$253K - $276K
|
113K
$7.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.37K+ 24.11% |
$251K - $274K
|
22.5K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
4.35K+ 45.4% |
$250K - $273K
|
13.9K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.3K+ 48.87% |
$247K - $270K
|
13.1K
$826K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.27KNew |
$245K - $268K
|
4.27K
$269K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.26K+ 8.19% |
$245K - $267K
|
56.3K
$3.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.19KNew |
$241K - $263K
|
4.19K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.17K+ 3.2% |
$239K - $261K
|
134K
$8.47M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4KNew |
$230K - $251K
|
4K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.99K+ 30.95% |
$229K - $250K
|
16.9K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.97K+ 3.61% |
$228K - $249K
|
114K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.95KNew |
$227K - $248K
|
3.95K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.94K+ 90.2% |
$226K - $247K
|
8.3K
$523K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.93KNew |
$226K - $247K
|
3.93K
$248K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.89K+ 0.68% |
$223K - $244K
|
579K
$36.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.88KNew |
$223K - $244K
|
3.88K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.85K+ 2.11% |
$221K - $242K
|
186K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.85KNew |
$221K - $242K
|
3.85K
$243K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.8KNew |
$219K - $239K
|
3.8K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.76K+ 53.65% |
$216K - $236K
|
10.8K
$680K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
3.69KNew |
$212K - $232K
|
3.69K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.68K+ 10.33% |
$212K - $231K
|
39.3K
$2.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.67K+ 1610.53% |
$211K - $230K
|
3.9K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.67KNew |
$211K - $230K
|
3.67K
$231K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.67K+ 38.2% |
$211K - $230K
|
13.3K
$837K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.67K+ 0.69% |
$211K - $230K
|
531K
$33.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.64K+ 40.42% |
$209K - $229K
|
12.6K
$797K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.6K+ 0.7% |
$207K - $226K
|
518K
$32.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.57KNew |
$205K - $224K
|
3.57K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.53K+ 9.57% |
$203K - $221K
|
40.4K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.52K+ 11.34% |
$202K - $221K
|
34.6K
$2.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.5K+ 114.78% |
$201K - $220K
|
6.55K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.47KNew |
$200K - $218K
|
3.47K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.45KNew |
$198K - $216K
|
3.45K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.44KNew |
$198K - $216K
|
3.44K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.44KNew |
$198K - $216K
|
3.44K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.43KNew |
$197K - $215K
|
3.43K
$216K
|