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 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
47.5KNew |
$2.73M - $2.98M
|
47.5K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-871- 64.57% |
$50.1K - $54.7K
|
478
$30.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.03KNew |
$117K - $127K
|
2.03K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.58K- 3.44% |
$551K - $601K
|
269K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
45K+ 71.83% |
$2.59M - $2.83M
|
108K
$6.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.98K- 3.33% |
$171K - $187K
|
86.5K
$5.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-944- 2.3% |
$54.3K - $59.2K
|
40K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.02K+ 10.57% |
$403K - $440K
|
73.4K
$4.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.99K+ 30.95% |
$229K - $250K
|
16.9K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.85KNew |
$221K - $242K
|
3.85K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.7K- 34.2% |
$155K - $170K
|
5.2K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.34KNew |
$192K - $210K
|
3.34K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11.5KNew |
$659K - $720K
|
11.5K
$729K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-25.2K- 25.34% |
$1.45M - $1.58M
|
74.4K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
310+ 4.15% |
$17.8K - $19.5K
|
7.78K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.32% |
$287 - $314
|
1.57K
$99.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
95+ 1.54% |
$5.46K - $5.96K
|
6.27K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.01K- 1.01% |
$173K - $189K
|
295K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8.38K+ 3.15% |
$482K - $526K
|
274K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.9K+ 8.04% |
$627K - $685K
|
147K
$9.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-108- 1.4% |
$6.21K - $6.78K
|
7.62K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.32KNew |
$191K - $208K
|
3.32K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.43KNew |
$197K - $215K
|
3.43K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
121+ 1.06% |
$6.95K - $7.59K
|
11.5K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.5K- 1.63% |
$201K - $220K
|
211K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
926New |
$53.2K - $58.1K
|
926
$58.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.6K- 33.29% |
$91.8K - $100K
|
3.2K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.18KNew |
$355K - $388K
|
6.18K
$393K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
84.1KNew |
$4.84M - $5.28M
|
84.1K
$5.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-895- 2.71% |
$51.4K - $56.2K
|
32.2K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-123- 2.77% |
$7.07K - $7.72K
|
4.32K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.68KNew |
$96.5K - $105K
|
1.68K
$107K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.18K+ 1.22% |
$68K - $74.2K
|
98.5K
$6.26M
|
|
|
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
$36.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-420- 2.61% |
$24.1K - $26.4K
|
15.7K
$997K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.93KNew |
$226K - $247K
|
3.93K
$250K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-323- 38.64% |
$18.6K - $20.3K
|
513
$32.6K
|
|
|
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
$47.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
120+ 0.11% |
$6.9K - $7.53K
|
110K
$7.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
39.5KNew |
$2.27M - $2.48M
|
39.5K
$2.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
94+ 1.53% |
$5.4K - $5.9K
|
6.22K
$396K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-410- 0.8% |
$23.6K - $25.7K
|
50.8K
$3.23M
|
|
|
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
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.49% |
$1.03K - $1.13K
|
3.68K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.1% |
$920 - $1K
|
16.2K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.86KNew |
$279K - $305K
|
4.86K
$309K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-277- 98.93% |
$15.9K - $17.4K
|
3
$191
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 186.42% |
$713K - $778K
|
19.1K
$1.21M
|