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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.56K- 4.92% |
$190K - $207K
|
68.9K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
700New |
$37.3K - $40.6K
|
700
$44.3K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-73- 1.23% |
$3.89K - $4.24K
|
5.87K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
400KNew |
$21.3M - $23.2M
|
400K
$25.3M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
900+ 16.67% |
$48K - $52.3K
|
6.3K
$399K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.82KNew |
$257K - $280K
|
4.82K
$305K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.61KNew |
$193K - $210K
|
3.61K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.75KNew |
$200K - $217K
|
3.75K
$237K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-675- 12.65% |
$36K - $39.2K
|
4.66K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
297New |
$15.8K - $17.2K
|
297
$18.8K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13Closed |
$693 - $755
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.63K+ 46.91% |
$194K - $211K
|
11.4K
$720K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
16.5KNew |
$879K - $957K
|
16.5K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-3.55K- 99.97% |
$189K - $206K
|
1
$63.3
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.72K- 3.1% |
$91.5K - $99.6K
|
53.7K
$3.4M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.21K+ 47.73% |
$118K - $128K
|
6.84K
$433K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
187New |
$9.97K - $10.9K
|
187
$11.8K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
28New |
$1.49K - $1.63K
|
28
$1.77K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.27K+ 3.65% |
$121K - $132K
|
64.3K
$4.07M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
305+ 4.66% |
$16.3K - $17.7K
|
6.85K
$434K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 0.96% |
$160 - $174
|
309
$19.6K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.36K- 37.1% |
$126K - $137K
|
4K
$253K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-57.6K- 90.42% |
$3.07M - $3.34M
|
6.1K
$386K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19.2KNew |
$1.02M - $1.11M
|
19.2K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-610- 9.71% |
$32.5K - $35.4K
|
5.67K
$359K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.28K+ 1.65% |
$388K - $423K
|
449K
$28.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 1.28% |
$213 - $232
|
308
$19.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
171+ 3.17% |
$9.12K - $9.93K
|
5.57K
$352K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
383+ 13.17% |
$20.4K - $22.2K
|
3.29K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.9KNew |
$846K - $921K
|
15.9K
$1M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
598New |
$31.9K - $34.7K
|
598
$37.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
50New |
$2.67K - $2.9K
|
50
$3.16K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
147New |
$7.84K - $8.53K
|
147
$9.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
471New |
$25.1K - $27.3K
|
471
$29.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.63KNew |
$194K - $211K
|
3.63K
$230K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.98K- 8.59% |
$106K - $115K
|
21.1K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
230+ 8.42% |
$12.3K - $13.4K
|
2.96K
$187K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.8K- 32.45% |
$96K - $105K
|
3.75K
$237K
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
500New |
$26.7K - $29K
|
500
$31.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.14KNew |
$221K - $241K
|
4.14K
$262K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.5KNew |
$240K - $261K
|
4.5K
$285K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
53New |
$2.83K - $3.08K
|
53
$3.35K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-600- 4.11% |
$32K - $34.8K
|
14K
$886K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
812+ 1.78% |
$43.3K - $47.1K
|
46.3K
$2.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.32K- 68.34% |
$70.6K - $76.8K
|
613
$38.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-722- 1.9% |
$38.5K - $41.9K
|
37.3K
$2.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.53% |
$1.97K - $2.15K
|
6.96K
$440K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
18.7K+ 57.82% |
$996K - $1.08M
|
51K
$3.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
29.6KNew |
$1.58M - $1.72M
|
29.6K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.16KNew |
$382K - $415K
|
7.16K
$453K
|