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 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
995+ 2.51% |
$60.4K - $64.6K
|
40.7K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-55- 1.59% |
$3.34K - $3.57K
|
3.39K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
6.01K+ 0.67% |
$365K - $390K
|
905K
$57.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.82K+ 74.0% |
$596K - $638K
|
23.1K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.59K+ 22.14% |
$96.4K - $103K
|
8.76K
$554K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1MNew |
$611M - $653M
|
10.1M
$636M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-154- 6.54% |
$9.35K - $10K
|
2.2K
$139K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-27.4K- 4.44% |
$1.66M - $1.78M
|
588K
$37.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100+ 13.33% |
$6.07K - $6.49K
|
850
$53.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
243+ 1.57% |
$14.8K - $15.8K
|
15.7K
$993K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20+ 0.47% |
$1.21K - $1.3K
|
4.28K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.22K- 22.7% |
$74.1K - $79.2K
|
4.16K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
19.8KNew |
$1.2M - $1.28M
|
19.8K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-182- 1.9% |
$11.1K - $11.8K
|
9.38K
$594K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-28- 0.42% |
$1.7K - $1.82K
|
6.69K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.59K- 6.46% |
$279K - $298K
|
66.4K
$4.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
16+ 0.3% |
$972 - $1.04K
|
5.27K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-605- 3.9% |
$36.7K - $39.3K
|
14.9K
$943K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
62+ 0.05% |
$3.77K - $4.03K
|
138K
$8.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
286+ 7.33% |
$17.4K - $18.6K
|
4.19K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.4KNew |
$2.27M - $2.43M
|
37.4K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.44K- 0.55% |
$512K - $548K
|
1.52M
$95.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
107+ 0.57% |
$6.5K - $6.95K
|
18.9K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.75KNew |
$228K - $243K
|
3.75K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.19K+ 2.31% |
$254K - $272K
|
186K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
223+ 2.0% |
$13.5K - $14.5K
|
11.4K
$720K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.07KNew |
$430K - $459K
|
7.07K
$448K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-267- 1.6% |
$16.2K - $17.3K
|
16.4K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.71KNew |
$226K - $241K
|
3.71K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10.1K- 22.94% |
$611K - $653K
|
33.8K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-116K- 14.45% |
$7.02M - $7.51M
|
684K
$43.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
111KNew |
$6.75M - $7.22M
|
111K
$7.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.4K- 1.55% |
$85.3K - $91.2K
|
89.3K
$5.65M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.38KNew |
$266K - $285K
|
4.38K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.48KNew |
$89.6K - $95.8K
|
1.48K
$93.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.64KNew |
$525K - $561K
|
8.64K
$547K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-733- 2.09% |
$44.5K - $47.6K
|
34.4K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.89K+ 24.69% |
$297K - $317K
|
24.7K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.37K+ 128.15% |
$144K - $154K
|
4.22K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.62K+ 10.32% |
$98.1K - $105K
|
17.3K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.48KNew |
$211K - $226K
|
3.48K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-3.63K- 58.91% |
$221K - $236K
|
2.53K
$160K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-99- 0.95% |
$6.01K - $6.43K
|
10.3K
$652K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13M+ 36.62% |
$68.8M - $73.5M
|
4.22M
$267M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
8.54KNew |
$519K - $555K
|
8.54K
$541K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.25K+ 1.2% |
$197K - $211K
|
275K
$17.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.13K+ 14.26% |
$433K - $463K
|
57.1K
$3.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-44.4K- 20.92% |
$2.7M - $2.88M
|
168K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-65- 2.85% |
$3.95K - $4.22K
|
2.22K
$140K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.86KNew |
$295K - $316K
|
4.86K
$307K
|