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 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.26K- 1.51% |
$72.6K - $79.3K
|
82.7K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.93K+ 4.39% |
$283K - $309K
|
117K
$7.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
1.08MNew |
$62M - $67.7M
|
1.08M
$68.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-694- 0.73% |
$39.9K - $43.6K
|
95K
$6.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.8K- 1.22% |
$677K - $740K
|
957K
$60.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-50- 7.76% |
$2.87K - $3.14K
|
594
$37.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1K+ 20.26% |
$57.5K - $62.8K
|
5.94K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6New |
$345 - $377
|
6
$380
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-14.4K- 14.89% |
$826K - $902K
|
82.2K
$5.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.22K+ 6.97% |
$69.9K - $76.3K
|
18.7K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
440New |
$25.3K - $27.6K
|
440
$27.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
60+ 0.39% |
$3.45K - $3.77K
|
15.6K
$987K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.09% |
$977 - $1.07K
|
19.2K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
3.24KNew |
$186K - $203K
|
3.24K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.75K+ 17.53% |
$273K - $298K
|
31.8K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
41.2KNew |
$2.37M - $2.59M
|
41.2K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-370- 1.61% |
$21.3K - $23.2K
|
22.6K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-59- 0.19% |
$3.39K - $3.7K
|
31.6K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-255- 5.1% |
$14.7K - $16K
|
4.75K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-132- 0.69% |
$7.59K - $8.28K
|
19K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
94+ 0.48% |
$5.4K - $5.9K
|
19.8K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-24.6K- 15.5% |
$1.41M - $1.54M
|
134K
$8.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.6K+ 131.67% |
$1.82M - $1.98M
|
55.6K
$3.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.79K- 76.1% |
$103K - $113K
|
563
$35.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.1K+ 1.8% |
$5.35M - $5.84M
|
5.27M
$333M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.4K+ 24.52% |
$80.4K - $87.8K
|
7.1K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19K+ 31.65% |
$1.09M - $1.19M
|
78.9K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-24- 0.35% |
$1.38K - $1.51K
|
6.92K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
78+ 0.31% |
$4.48K - $4.9K
|
25.2K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-37.4K- 1.7% |
$2.15M - $2.34M
|
2.16M
$137M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-36- 0.78% |
$2.07K - $2.26K
|
4.57K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
20.2K+ 10.58% |
$1.16M - $1.27M
|
211K
$13.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3- 0.06% |
$172 - $188
|
5.15K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.16K- 2.85% |
$181K - $198K
|
108K
$6.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.12K- 27.27% |
$64.1K - $70K
|
2.97K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.2K+ 23.38% |
$529K - $578K
|
48.6K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.88K- 6.32% |
$166K - $181K
|
42.8K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.3K- 8.7% |
$880K - $961K
|
161K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.3K- 25.06% |
$74.8K - $81.7K
|
3.89K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
137K+ 6.89% |
$7.85M - $8.58M
|
2.12M
$134M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13K- 5.49% |
$748K - $817K
|
224K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 6.37% |
$67.1K - $73.3K
|
19.5K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.3K+ 48.87% |
$247K - $270K
|
13.1K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.53K+ 6.27% |
$145K - $159K
|
42.9K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
366+ 5.91% |
$21K - $23K
|
6.56K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
47.5KNew |
$2.73M - $2.98M
|
47.5K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-871- 64.57% |
$50.1K - $54.7K
|
478
$30.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.94K+ 90.2% |
$226K - $247K
|
8.3K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.03KNew |
$117K - $127K
|
2.03K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.87K- 0.93% |
$107K - $117K
|
198K
$12.5M
|