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 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 0.17% |
$60.7 - $64.9
|
595
$37.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09K+ 3.41% |
$65.9K - $70.5K
|
32.9K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
11+ 0.06% |
$668 - $714
|
17.2K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.56K- 11.36% |
$156K - $167K
|
20K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
32.2K+ 6.06% |
$1.95M - $2.09M
|
563K
$35.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-809- 21.31% |
$49.1K - $52.5K
|
2.99K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.86K- 8.95% |
$417K - $445K
|
69.8K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
384+ 7.28% |
$23.3K - $24.9K
|
5.66K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.95K- 5.2% |
$361K - $387K
|
108K
$6.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.6K- 47.76% |
$3.37M - $3.61M
|
60.8K
$3.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
8.85KNew |
$537K - $575K
|
8.85K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
108+ 1.72% |
$6.56K - $7.01K
|
6.39K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
115+ 0.36% |
$6.98K - $7.47K
|
31.7K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.45K- 2.25% |
$270K - $289K
|
194K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-559- 6.04% |
$33.9K - $36.3K
|
8.7K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14.6K+ 6.59% |
$888K - $949K
|
236K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.89K+ 19.71% |
$540K - $577K
|
54K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
768+ 2.32% |
$46.6K - $49.9K
|
33.9K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.1K+ 16.01% |
$1.1M - $1.17M
|
131K
$8.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-84- 0.44% |
$5.1K - $5.45K
|
18.9K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-136- 1.67% |
$8.26K - $8.83K
|
7.99K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.08% |
$911 - $974
|
19.2K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-13- 0.28% |
$789 - $844
|
4.68K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13+ 0.22% |
$789 - $844
|
5.88K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
367+ 10.86% |
$22.3K - $23.8K
|
3.75K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
170KNew |
$10.3M - $11M
|
170K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
57+ 5.18% |
$3.46K - $3.7K
|
1.16K
$73.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-128- 1.12% |
$7.77K - $8.31K
|
11.3K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-6.85K- 3.24% |
$416K - $445K
|
204K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
354New |
$21.5K - $23K
|
354
$22.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.85K- 6.25% |
$112K - $120K
|
27.7K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-178- 1.09% |
$10.8K - $11.6K
|
16.1K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
55.2KNew |
$3.35M - $3.58M
|
55.2K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3K- 7.02% |
$182K - $195K
|
39.8K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
380+ 0.25% |
$23.1K - $24.7K
|
153K
$9.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.5K- 28.89% |
$1.67M - $1.79M
|
67.8K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.88K- 4.26% |
$418K - $446K
|
154K
$9.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-32.1K- 23.91% |
$1.95M - $2.08M
|
102K
$6.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.83K- 8.07% |
$233K - $249K
|
43.7K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
535+ 14.6% |
$32.5K - $34.7K
|
4.2K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.59K+ 33.81% |
$400K - $428K
|
26.1K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-918- 7.26% |
$55.8K - $59.6K
|
11.7K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-194K- 46.24% |
$11.8M - $12.6M
|
226K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
20.8K+ 437.17% |
$1.26M - $1.35M
|
25.5K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1K- 16.85% |
$60.7K - $64.9K
|
4.94K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.56K- 23.26% |
$216K - $231K
|
11.7K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
22+ 0.63% |
$1.34K - $1.43K
|
3.53K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.16KNew |
$374K - $400K
|
6.16K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
101K+ 9.16% |
$6.14M - $6.56M
|
1.21M
$76.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
153KNew |
$9.3M - $9.94M
|
153K
$9.73M
|