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 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.6K- 33.29% |
$91.8K - $100K
|
3.2K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.18KNew |
$355K - $388K
|
6.18K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-442- 3.85% |
$25.4K - $27.7K
|
11K
$698K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.27KNew |
$303K - $331K
|
5.27K
$334K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.45K+ 1.31% |
$141K - $153K
|
189K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
537+ 4.93% |
$30.9K - $33.7K
|
11.4K
$723K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
84.1KNew |
$4.84M - $5.28M
|
84.1K
$5.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-895- 2.71% |
$51.4K - $56.2K
|
32.2K
$2.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-123- 2.77% |
$7.07K - $7.72K
|
4.32K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.68KNew |
$96.5K - $105K
|
1.68K
$106K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.19KNew |
$241K - $263K
|
4.19K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-340- 1.46% |
$19.5K - $21.3K
|
23K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.18K+ 1.22% |
$68K - $74.2K
|
98.5K
$6.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.67KNew |
$96K - $105K
|
1.67K
$106K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.89K+ 0.68% |
$223K - $244K
|
579K
$36.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
301+ 4.16% |
$17.3K - $18.9K
|
7.54K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.75K- 3.26% |
$100K - $110K
|
51.9K
$3.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
629+ 7.38% |
$36.1K - $39.5K
|
9.16K
$579K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
394+ 0.07% |
$22.6K - $24.7K
|
531K
$33.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-420- 2.61% |
$24.1K - $26.4K
|
15.7K
$993K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.93KNew |
$226K - $247K
|
3.93K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-323- 38.64% |
$18.6K - $20.3K
|
513
$32.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.1K+ 0.43% |
$63.2K - $69K
|
259K
$16.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-501- 40.02% |
$28.8K - $31.4K
|
751
$47.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
590+ 2.23% |
$33.9K - $37K
|
27K
$1.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
120+ 0.11% |
$6.9K - $7.53K
|
110K
$6.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
39.5KNew |
$2.27M - $2.48M
|
39.5K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.42K+ 0.94% |
$81.3K - $88.8K
|
153K
$9.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
94+ 1.53% |
$5.4K - $5.9K
|
6.22K
$394K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-410- 0.8% |
$23.6K - $25.7K
|
50.8K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-545- 13.52% |
$31.3K - $34.2K
|
3.49K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.37K- 3.22% |
$308K - $337K
|
161K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-108- 0.43% |
$6.21K - $6.78K
|
25.3K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.35K- 7.68% |
$77.8K - $84.9K
|
16.3K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.54K- 5.92% |
$146K - $160K
|
40.4K
$2.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.49% |
$1.03K - $1.13K
|
3.68K
$233K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46M+ 27.28% |
$141M - $154M
|
11.5M
$725M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.1% |
$920 - $1K
|
16.2K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 9.08% |
$187K - $204K
|
32.5K
$2.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.86KNew |
$279K - $305K
|
4.86K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-63- 0.43% |
$3.62K - $3.95K
|
14.5K
$916K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-277- 98.93% |
$15.9K - $17.4K
|
3
$190
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 186.42% |
$713K - $778K
|
19.1K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.59K+ 8.63% |
$91.5K - $99.9K
|
20K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.63K+ 100.5% |
$151K - $165K
|
5.24K
$331K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.53K+ 9.57% |
$203K - $221K
|
40.4K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16+ 0.59% |
$920 - $1K
|
2.74K
$173K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
182+ 1.66% |
$10.5K - $11.4K
|
11.1K
$704K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-113- 3.11% |
$6.49K - $7.09K
|
3.52K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-535- 75.46% |
$30.7K - $33.6K
|
174
$11K
|