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 |
---|---|---|---|---|---|---|---|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4KNew |
$230K - $251K
|
4K
$253K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10New |
$575 - $628
|
10
$633
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.8K+ 41.17% |
$677K - $739K
|
40.4K
$2.56M
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
171+ 2.72% |
$9.83K - $10.7K
|
6.46K
$409K
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-333- 4.78% |
$19.1K - $20.9K
|
6.63K
$419K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.6K+ 2.01% |
$91.7K - $100K
|
80.9K
$5.12M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
228+ 5.2% |
$13.1K - $14.3K
|
4.61K
$292K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
644K+ 20.43% |
$37M - $40.4M
|
3.8M
$240M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 0.46% |
$287 - $314
|
1.1K
$69.6K
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.07K- 12.62% |
$119K - $130K
|
14.3K
$907K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.27K- 16.88% |
$72.8K - $79.5K
|
6.24K
$395K
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.12K- 12.03% |
$64.1K - $70K
|
8.16K
$516K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.8K- 7.19% |
$623K - $680K
|
140K
$8.86M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-181- 1.69% |
$10.4K - $11.4K
|
10.6K
$668K
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.1K+ 0.22% |
$178K - $195K
|
1.41M
$89.2M
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 8.2% |
$85.5K - $93.3K
|
16.6K
$1.05M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.96K- 28.2% |
$113K - $123K
|
4.99K
$315K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13.2K+ 2.26% |
$759K - $829K
|
599K
$37.9M
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
641KNew |
$36.9M - $40.2M
|
641K
$40.6M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.5K+ 13.46% |
$1.52M - $1.66M
|
223K
$14.1M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.76K+ 53.65% |
$216K - $236K
|
10.8K
$682K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.22KNew |
$185K - $202K
|
3.22K
$204K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
8.91K+ 4051.36% |
$512K - $559K
|
9.13K
$578K
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-60- 0.59% |
$3.45K - $3.77K
|
10K
$635K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 1.0% |
$87.1K - $95.1K
|
149K
$9.44M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.85K+ 2.11% |
$221K - $242K
|
186K
$11.8M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-25.1K- 0.55% |
$1.44M - $1.57M
|
4.57M
$289M
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.95K+ 205.66% |
$572K - $624K
|
14.8K
$936K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.2K- 5.45% |
$1.39M - $1.52M
|
420K
$26.6M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.1K+ 69.74% |
$1.84M - $2.01M
|
78K
$4.94M
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-300- 0.11% |
$17.2K - $18.8K
|
261K
$16.5M
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
20.6K+ 109.46% |
$1.19M - $1.29M
|
39.5K
$2.5M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.64% |
$920 - $1K
|
2.51K
$159K
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.43K- 9.22% |
$82K - $89.6K
|
14.1K
$889K
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
22+ 0.63% |
$1.26K - $1.38K
|
3.51K
$222K
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-89.2K- 8.41% |
$5.13M - $5.6M
|
972K
$61.5M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 32.36% |
$73.2K - $79.9K
|
5.21K
$329K
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
1.06K+ 2.72% |
$60.9K - $66.5K
|
40K
$2.53M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.1K+ 8.84% |
$980K - $1.07M
|
210K
$13.3M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
630+ 2.15% |
$36.2K - $39.5K
|
29.9K
$1.89M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.55K- 1.07% |
$319K - $349K
|
513K
$32.5M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
501+ 0.67% |
$28.8K - $31.4K
|
74.8K
$4.74M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.82K- 32.65% |
$162K - $177K
|
5.81K
$368K
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.55K+ 1.66% |
$146K - $160K
|
156K
$9.86M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 8.6% |
$61.7K - $67.4K
|
11.4K
$722K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3K+ 4.02% |
$704K - $769K
|
317K
$20.1M
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-214- 2.81% |
$12.3K - $13.4K
|
7.39K
$468K
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.44KNew |
$198K - $216K
|
3.44K
$218K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-522K- 6.66% |
$30M - $32.8M
|
7.32M
$463M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.3K+ 91.85% |
$362K - $395K
|
13.2K
$833K
|