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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
13New |
$718 - $761
|
13
$890
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.81% |
$2.15K - $2.28K
|
4.78K
$327K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$110 - $117
|
2
$137
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16New |
$884 - $937
|
16
$1.09K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
7.02K+ 907.11% |
$388K - $411K
|
7.8K
$533K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-105- 7.07% |
$5.8K - $6.15K
|
1.38K
$94.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
66New |
$3.65K - $3.86K
|
66
$4.52K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.7K- 63.26% |
$700K - $742K
|
7.36K
$504K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.12K- 40.8% |
$172K - $183K
|
4.52K
$310K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
67.5KNew |
$3.73M - $3.95M
|
67.5K
$4.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$2.76K - $2.93K
|
50
$3.42K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
86+ 1.62% |
$4.75K - $5.04K
|
5.39K
$369K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
990+ 18.86% |
$54.7K - $58K
|
6.24K
$427K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-196- 15.43% |
$10.8K - $11.5K
|
1.07K
$73.5K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
49+ 2.47% |
$2.61K - $2.84K
|
2.03K
$139K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.46KNew |
$184K - $201K
|
3.46K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.48KNew |
$399K - $434K
|
7.48K
$512K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-16.9K- 55.33% |
$899K - $979K
|
13.6K
$931K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
500New |
$26.7K - $29K
|
500
$34.2K
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
240KNew |
$12.8M - $13.9M
|
240K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.8K+ 8.76% |
$789K - $859K
|
184K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-212K- 81.33% |
$11.3M - $12.3M
|
48.7K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62.5K- 6.76% |
$3.33M - $3.63M
|
862K
$59M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
209K+ 36.37% |
$11.2M - $12.1M
|
785K
$53.7M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-41.5K- 88.17% |
$2.21M - $2.41M
|
5.57K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18New |
$960 - $1.05K
|
18
$1.23K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-37- 0.41% |
$1.97K - $2.15K
|
9.06K
$620K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15.7K+ 4.97% |
$838K - $912K
|
332K
$22.7M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.56K- 4.92% |
$190K - $207K
|
68.9K
$4.71M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
700New |
$37.3K - $40.6K
|
700
$47.9K
|
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
400KNew |
$21.3M - $23.2M
|
400K
$27.3M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
900+ 16.67% |
$48K - $52.3K
|
6.3K
$431K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.61KNew |
$193K - $210K
|
3.61K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.75KNew |
$200K - $217K
|
3.75K
$256K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-675- 12.65% |
$36K - $39.2K
|
4.66K
$319K
|
|
|
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
$778K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
16.5KNew |
$879K - $957K
|
16.5K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-3.55K- 99.97% |
$189K - $206K
|
1
$68.4
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.21K+ 47.73% |
$118K - $128K
|
6.84K
$468K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
187New |
$9.97K - $10.9K
|
187
$12.8K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
28New |
$1.49K - $1.63K
|
28
$1.92K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.27K+ 3.65% |
$121K - $132K
|
64.3K
$4.4M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.36K- 37.1% |
$126K - $137K
|
4K
$274K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-57.6K- 90.42% |
$3.07M - $3.34M
|
6.1K
$417K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19.2KNew |
$1.02M - $1.11M
|
19.2K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.28K+ 1.65% |
$388K - $423K
|
449K
$30.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
171+ 3.17% |
$9.12K - $9.93K
|
5.57K
$381K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
383+ 13.17% |
$20.4K - $22.2K
|
3.29K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.9KNew |
$846K - $921K
|
15.9K
$1.09M
|
|