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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.5KNew |
$187K - $203K
|
3.5K
$221K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-360- 1.69% |
$19.2K - $20.9K
|
21K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
320New |
$17.1K - $18.6K
|
320
$20.2K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.49KNew |
$506K - $551K
|
9.49K
$600K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4.27K+ 712.33% |
$228K - $248K
|
4.87K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.2K- 45.52% |
$600K - $653K
|
13.5K
$852K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
31.9KNew |
$1.7M - $1.85M
|
31.9K
$2.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 20.0% |
$53.3 - $58.1
|
6
$380
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
25New |
$1.33K - $1.45K
|
25
$1.58K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
5.54KNew |
$296K - $322K
|
5.54K
$351K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.91K+ 25.71% |
$209K - $227K
|
19.1K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7K+ 79.55% |
$373K - $406K
|
15.8K
$1M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
245New |
$13.1K - $14.2K
|
245
$15.5K
|
|
| Q4 2023 | |||||||
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
62.1KNew |
$2.94M - $3.36M
|
62.1K
$3.93M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-6.37KClosed |
$301K - $344K
|
0
$0
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
7.89KNew |
$374K - $427K
|
7.89K
$499K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
309+ 7725.0% |
$14.6K - $16.7K
|
313
$19.8K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600+ 240.0% |
$28.4K - $32.5K
|
850
$53.8K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
289New |
$13.7K - $15.6K
|
289
$18.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
436+ 43600.0% |
$20.6K - $23.6K
|
437
$27.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
500New |
$23.7K - $27.1K
|
500
$31.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.02KNew |
$48.3K - $55.1K
|
1.02K
$64.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$4.74K - $5.41K
|
100
$6.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
14.6KNew |
$691K - $789K
|
14.6K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-132- 93.62% |
$6.25K - $7.14K
|
9
$570
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
308New |
$14.6K - $16.7K
|
308
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
75New |
$3.55K - $4.06K
|
75
$4.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.2KNew |
$199K - $227K
|
4.2K
$266K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
146New |
$6.91K - $7.9K
|
146
$9.24K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.87KNew |
$183K - $209K
|
3.87K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
35New |
$1.66K - $1.89K
|
35
$2.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-170- 0.46% |
$8.05K - $9.2K
|
36.8K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.3KNew |
$251K - $287K
|
5.3K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
17+ 3.4% |
$805 - $920
|
517
$32.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
40.9KNew |
$1.94M - $2.21M
|
40.9K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 1.28% |
$237 - $271
|
396
$25.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
100New |
$4.74K - $5.41K
|
100
$6.33K
|
|
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-5.93K- 40.27% |
$281K - $321K
|
8.79K
$556K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
990New |
$46.9K - $53.6K
|
990
$62.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
234New |
$11.1K - $12.7K
|
234
$14.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 59.92% |
$58.6K - $67K
|
828
$52.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.36KNew |
$206K - $236K
|
4.36K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6KNew |
$284K - $324K
|
6K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.87K+ 2.8% |
$88.6K - $101K
|
68.7K
$4.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
63.4KNew |
$3M - $3.43M
|
63.4K
$4.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
28.7KNew |
$1.36M - $1.55M
|
28.7K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
28New |
$1.33K - $1.51K
|
28
$1.77K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4KNew |
$189K - $216K
|
4K
$253K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.45K+ 337.93% |
$116K - $133K
|
3.18K
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300+ 300.0% |
$14.2K - $16.2K
|
400
$25.3K
|
|