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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.36KNew |
$206K - $236K
|
4.36K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6KNew |
$284K - $324K
|
6K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.87K+ 2.8% |
$88.6K - $101K
|
68.7K
$4.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
63.4KNew |
$3M - $3.43M
|
63.4K
$3.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
28.7KNew |
$1.36M - $1.55M
|
28.7K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
28New |
$1.33K - $1.51K
|
28
$1.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4KNew |
$189K - $216K
|
4K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.45K+ 337.93% |
$116K - $133K
|
3.18K
$197K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300+ 300.0% |
$14.2K - $16.2K
|
400
$24.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
264New |
$12.5K - $14.3K
|
264
$16.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.18KNew |
$198K - $226K
|
4.18K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
3.87KNew |
$183K - $210K
|
3.87K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
558+ 5.42% |
$26.4K - $30.2K
|
10.9K
$672K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
316New |
$15K - $17.1K
|
316
$19.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5.55KNew |
$263K - $300K
|
5.55K
$343K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-307- 19.99% |
$14.5K - $16.6K
|
1.23K
$76.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.49K+ 3.75% |
$70.3K - $80.3K
|
41.1K
$2.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
100+ 21.69% |
$4.74K - $5.41K
|
561
$34.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-108- 1.91% |
$5.11K - $5.84K
|
5.54K
$343K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19+ 1.5% |
$900 - $1.03K
|
1.29K
$79.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.75KNew |
$82.6K - $94.4K
|
1.75K
$108K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4KNew |
$189K - $216K
|
4K
$248K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-199- 3.39% |
$9.42K - $10.8K
|
5.67K
$351K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
4.46KNew |
$211K - $241K
|
4.46K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.42KNew |
$162K - $185K
|
3.42K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-333- 1.46% |
$15.8K - $18K
|
22.4K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-80- 0.67% |
$3.79K - $4.33K
|
11.9K
$735K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.51K- 28.07% |
$71.5K - $81.6K
|
3.87K
$239K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-294K- 98.41% |
$13.9M - $15.9M
|
4.75K
$294K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-75- 0.98% |
$3.55K - $4.06K
|
7.61K
$471K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
3.91KNew |
$185K - $211K
|
3.91K
$242K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2New |
$94.7 - $108
|
2
$124
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
54New |
$2.56K - $2.92K
|
54
$3.34K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 2.0% |
$47.4 - $54.1
|
51
$3.16K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
33New |
$1.56K - $1.79K
|
33
$2.04K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.78KNew |
$274K - $313K
|
5.78K
$358K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
86+ 0.84% |
$4.07K - $4.65K
|
10.3K
$636K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-71- 1.41% |
$3.36K - $3.84K
|
4.97K
$308K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
9.63K+ 50.5% |
$456K - $521K
|
28.7K
$1.78M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-575- 9.49% |
$27.2K - $31.1K
|
5.48K
$340K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-35.7K- 93.97% |
$1.69M - $1.93M
|
2.29K
$142K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
516New |
$25.6K - $27.5K
|
516
$32K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$495 - $533
|
10
$619
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.5KNew |
$223K - $240K
|
4.5K
$279K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-269- 9.78% |
$13.3K - $14.3K
|
2.48K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.33KNew |
$116K - $124K
|
2.33K
$144K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-656- 2.09% |
$32.5K - $35K
|
30.8K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
5.91KNew |
$293K - $315K
|
5.91K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
300New |
$14.9K - $16K
|
300
$18.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.9KNew |
$490K - $528K
|
9.9K
$613K
|
|