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 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-420- 2.61% |
$24.1K - $26.4K
|
15.7K
$971K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.93KNew |
$226K - $247K
|
3.93K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-323- 38.64% |
$18.6K - $20.3K
|
513
$31.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-501- 40.02% |
$28.8K - $31.4K
|
751
$46.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-108- 0.43% |
$6.21K - $6.78K
|
25.3K
$1.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.49% |
$1.03K - $1.13K
|
3.68K
$228K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.1% |
$920 - $1K
|
16.2K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-277- 98.93% |
$15.9K - $17.4K
|
3
$186
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.53K+ 9.57% |
$203K - $221K
|
40.4K
$2.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
182+ 1.66% |
$10.5K - $11.4K
|
11.1K
$689K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-535- 75.46% |
$30.7K - $33.6K
|
174
$10.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.85KNew |
$164K - $179K
|
2.85K
$177K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.8KNew |
$219K - $239K
|
3.8K
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-968- 1.04% |
$55.6K - $60.8K
|
92.5K
$5.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.84K- 11.36% |
$163K - $178K
|
22.1K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$609K - $665K
|
10.6K
$656K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-72.1K- 93.02% |
$4.14M - $4.52M
|
5.41K
$335K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
28.8K+ 37.92% |
$1.66M - $1.81M
|
105K
$6.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.51K- 97.81% |
$259K - $283K
|
101
$6.25K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.39KNew |
$310K - $338K
|
5.39K
$334K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
303+ 123.17% |
$17.4K - $19K
|
549
$34K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-53.6K- 53.67% |
$3.08M - $3.36M
|
46.3K
$2.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.77K+ 143.51% |
$446K - $487K
|
13.2K
$816K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-26- 2.82% |
$1.49K - $1.63K
|
896
$55.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 0.47% |
$747 - $816
|
2.77K
$171K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
3.69KNew |
$212K - $232K
|
3.69K
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.11K- 48.83% |
$63.6K - $69.4K
|
1.16K
$71.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
230+ 3.06% |
$13.2K - $14.4K
|
7.76K
$480K
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-91- 1.92% |
$5.23K - $5.71K
|
4.65K
$288K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
6.02KNew |
$346K - $378K
|
6.02K
$373K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.81K+ 51.38% |
$161K - $176K
|
8.28K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
97+ 2.66% |
$5.57K - $6.09K
|
3.74K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.4KNew |
$1.06M - $1.15M
|
18.4K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
46+ 1.03% |
$2.64K - $2.89K
|
4.53K
$280K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
233+ 9.89% |
$13.4K - $14.6K
|
2.59K
$160K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-231K- 95.37% |
$13.3M - $14.5M
|
11.2K
$695K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.3KNew |
$190K - $207K
|
3.3K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
216+ 6.1% |
$12.4K - $13.6K
|
3.76K
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-3.44K- 9.02% |
$198K - $216K
|
34.7K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-11.9K- 3.36% |
$686K - $749K
|
343K
$21.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
43.2KNew |
$2.48M - $2.71M
|
43.2K
$2.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.5K+ 1.83% |
$2.62M - $2.86M
|
2.54M
$157M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-209K- 2.37% |
$12M - $13.1M
|
8.61M
$533M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.1K- 13.09% |
$63.1K - $68.9K
|
7.29K
$452K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13New |
$747 - $816
|
13
$805
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-900- 95.24% |
$51.7K - $56.5K
|
45
$2.79K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.02K- 6.47% |
$58.3K - $63.7K
|
14.7K
$909K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
10.8KNew |
$621K - $679K
|
10.8K
$670K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
999+ 17.27% |
$57.4K - $62.7K
|
6.78K
$420K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.01K+ 20.12% |
$346K - $377K
|
35.9K
$2.22M
|