Latest Institutional Transactions on Ishares Core Dividend Growth E (DGRO)
This table provides information on the latest institutional transactions involving Ishares Core Dividend Growth E (DGRO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-335- 2.63% |
$20.3K - $21.8K
|
12.4K
$785K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
101+ 11.14% |
$6.13K - $6.56K
|
1.01K
$63.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
203+ 3.35% |
$12.3K - $13.2K
|
6.26K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-18.8K- 75.99% |
$1.14M - $1.22M
|
5.95K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
673K+ 9.49% |
$40.9M - $43.7M
|
7.77M
$491M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
50.5K+ 5.99% |
$3.07M - $3.28M
|
895K
$56.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
24.5K+ 46.95% |
$1.49M - $1.59M
|
76.6K
$4.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.27KNew |
$381K - $407K
|
6.27K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
4.33KNew |
$263K - $281K
|
4.33K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
230New |
$14K - $14.9K
|
230
$14.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18M- 79.35% |
$71.9M - $76.8M
|
308K
$19.5M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.64K+ 11.76% |
$99.6K - $107K
|
15.6K
$986K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.93KNew |
$178K - $190K
|
2.93K
$185K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-5.37K- 21.95% |
$326K - $349K
|
19.1K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
750+ 1.87% |
$45.5K - $48.7K
|
40.9K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-595- 61.15% |
$36.1K - $38.6K
|
378
$23.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.5K- 58.04% |
$91.2K - $97.5K
|
1.09K
$68.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
33.1K+ 19.48% |
$2.01M - $2.15M
|
203K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.3K+ 116.22% |
$261K - $279K
|
8K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.14KNew |
$251K - $269K
|
4.14K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.52K- 4.08% |
$92.1K - $98.4K
|
35.7K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
793New |
$48.2K - $51.5K
|
793
$50.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.28K+ 7.42% |
$260K - $278K
|
62K
$3.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
379+ 1.26% |
$23K - $24.6K
|
30.4K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-150K- 81.49% |
$9.13M - $9.76M
|
34.2K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-307K- 53.14% |
$18.6M - $19.9M
|
271K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.16K- 2.77% |
$70.5K - $75.4K
|
40.7K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
38New |
$2.31K - $2.47K
|
38
$2.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.73M- 100.0% |
$166M - $177M
|
107
$6.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20.8K- 14.36% |
$1.26M - $1.35M
|
124K
$7.85M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
8.55K+ 50.11% |
$519K - $555K
|
25.6K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15.2K+ 5.68% |
$923K - $987K
|
283K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
6.97KNew |
$424K - $453K
|
6.97K
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.93K- 18.33% |
$299K - $320K
|
22K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
7.58K+ 4.28% |
$460K - $492K
|
185K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-607- 18.24% |
$36.9K - $39.4K
|
2.72K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
93.6KNew |
$5.69M - $6.08M
|
93.6K
$5.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-97- 4.52% |
$5.89K - $6.3K
|
2.05K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.17K+ 1.85% |
$435K - $466K
|
395K
$25M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-13.2K- 45.89% |
$803K - $858K
|
15.6K
$986K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-152K- 1.94% |
$9.24M - $9.88M
|
7.69M
$487M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.15K+ 5.64% |
$130K - $139K
|
40.2K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.72K+ 58.16% |
$165K - $177K
|
7.39K
$468K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
534New |
$32.4K - $34.7K
|
534
$33.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
7.85K+ 8.07% |
$477K - $510K
|
105K
$6.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.08K- 5.53% |
$65.8K - $70.4K
|
18.5K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.3K- 1.29% |
$1.42M - $1.51M
|
1.79M
$113M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.63K- 26.17% |
$220K - $235K
|
10.2K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.09K- 1.2% |
$127K - $136K
|
172K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.77K+ 2.27% |
$411K - $439K
|
305K
$19.3M
|