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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
155+ 0.1% |
$9.41K - $10.1K
|
162K
$10.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
150+ 0.27% |
$9.11K - $9.74K
|
56.4K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
142New |
$8.62K - $9.22K
|
142
$8.99K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
141+ 0.69% |
$8.56K - $9.16K
|
20.5K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
130+ 0.6% |
$7.89K - $8.44K
|
21.7K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
127+ 2.57% |
$7.71K - $8.25K
|
5.06K
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
125+ 1.13% |
$7.59K - $8.12K
|
11.2K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
125+ 0.28% |
$7.59K - $8.12K
|
44.6K
$2.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
122+ 0.48% |
$7.41K - $7.92K
|
25.7K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
107+ 0.57% |
$6.5K - $6.95K
|
18.9K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100+ 13.33% |
$6.07K - $6.49K
|
850
$53.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
94New |
$5.71K - $6.1K
|
94
$5.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
90+ 1.66% |
$5.47K - $5.84K
|
5.51K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
89+ 0.62% |
$5.4K - $5.78K
|
14.4K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
83+ 0.62% |
$5.04K - $5.39K
|
13.5K
$856K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 4.01% |
$3.95K - $4.22K
|
1.69K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
64+ 0.66% |
$3.89K - $4.16K
|
9.82K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
62+ 0.05% |
$3.77K - $4.03K
|
138K
$8.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
60+ 0.51% |
$3.64K - $3.9K
|
11.8K
$747K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58+ 0.43% |
$3.52K - $3.77K
|
13.7K
$864K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
52+ 0.95% |
$3.16K - $3.38K
|
5.52K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
50+ 1.19% |
$3.04K - $3.25K
|
4.25K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
50+ 0.39% |
$3.04K - $3.25K
|
12.8K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 0.44% |
$2.92K - $3.12K
|
11K
$695K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.62% |
$2.67K - $2.86K
|
7.18K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
40+ 0.08% |
$2.43K - $2.6K
|
52K
$3.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
38+ 0.63% |
$2.31K - $2.47K
|
6.03K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
36+ 0.04% |
$2.19K - $2.34K
|
91.9K
$5.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
35+ 35.35% |
$2.13K - $2.27K
|
134
$8.48K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.13% |
$1.94K - $2.08K
|
25.1K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
32+ 0.41% |
$1.94K - $2.08K
|
7.76K
$491K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
28+ 0.45% |
$1.7K - $1.82K
|
6.27K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
24+ 0.48% |
$1.46K - $1.56K
|
4.98K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.3% |
$1.28K - $1.36K
|
6.99K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20+ 0.47% |
$1.21K - $1.3K
|
4.28K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
19+ 0.08% |
$1.15K - $1.23K
|
22.5K
$1.42M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
19+ 0.18% |
$1.15K - $1.23K
|
10.8K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.44% |
$1.09K - $1.17K
|
4.14K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
17+ 0.64% |
$1.03K - $1.1K
|
2.68K
$170K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
16+ 0.3% |
$972 - $1.04K
|
5.27K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13+ 0.07% |
$789 - $844
|
17.6K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
12+ 1.2% |
$729 - $779
|
1.01K
$64K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
10+ 83.33% |
$607 - $649
|
22
$1.39K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$607 - $649
|
8.54K
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
10+ 0.02% |
$607 - $649
|
41.8K
$2.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.62% |
$547 - $584
|
1.46K
$92.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.11% |
$547 - $584
|
8.13K
$515K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8New |
$486 - $520
|
8
$506
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 0.56% |
$425 - $455
|
1.26K
$79.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.65% |
$304 - $325
|
772
$48.9K
|