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
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.87K+ 2.8% |
$88.6K - $101K
|
68.7K
$4.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
63.4KNew |
$3M - $3.43M
|
63.4K
$4.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
28.7KNew |
$1.36M - $1.55M
|
28.7K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4KNew |
$189K - $216K
|
4K
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300+ 300.0% |
$14.2K - $16.2K
|
400
$27.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
264New |
$12.5K - $14.3K
|
264
$18.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
3.87KNew |
$183K - $210K
|
3.87K
$265K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
316New |
$15K - $17.1K
|
316
$21.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5.55KNew |
$263K - $300K
|
5.55K
$380K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.49K+ 3.75% |
$70.3K - $80.3K
|
41.1K
$2.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
100+ 21.69% |
$4.74K - $5.41K
|
561
$38.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-108- 1.91% |
$5.11K - $5.84K
|
5.54K
$379K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19+ 1.5% |
$900 - $1.03K
|
1.29K
$88.1K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-199- 3.39% |
$9.42K - $10.8K
|
5.67K
$388K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
4.46KNew |
$211K - $241K
|
4.46K
$305K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.42KNew |
$162K - $185K
|
3.42K
$234K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-333- 1.46% |
$15.8K - $18K
|
22.4K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-80- 0.67% |
$3.79K - $4.33K
|
11.9K
$812K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.51K- 28.07% |
$71.5K - $81.6K
|
3.87K
$265K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-294K- 98.41% |
$13.9M - $15.9M
|
4.75K
$325K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
3.91KNew |
$185K - $211K
|
3.91K
$267K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2New |
$94.7 - $108
|
2
$137
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 2.0% |
$47.4 - $54.1
|
51
$3.49K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
33New |
$1.56K - $1.79K
|
33
$2.26K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
86+ 0.84% |
$4.07K - $4.65K
|
10.3K
$703K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-71- 1.41% |
$3.36K - $3.84K
|
4.97K
$340K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-575- 9.49% |
$27.2K - $31.1K
|
5.48K
$375K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-35.7K- 93.97% |
$1.69M - $1.93M
|
2.29K
$157K
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.5KNew |
$223K - $240K
|
4.5K
$308K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-269- 9.78% |
$13.3K - $14.3K
|
2.48K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.33KNew |
$116K - $124K
|
2.33K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-656- 2.09% |
$32.5K - $35K
|
30.8K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
5.91KNew |
$293K - $315K
|
5.91K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
300New |
$14.9K - $16K
|
300
$20.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.7KNew |
$282K - $304K
|
5.7K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-34.6K- 60.97% |
$1.71M - $1.84M
|
22.1K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
110New |
$5.45K - $5.86K
|
110
$7.53K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
69.5KNew |
$3.44M - $3.71M
|
69.5K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.32K- 3.74% |
$65.2K - $70.2K
|
33.9K
$2.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
593+ 4.53% |
$29.4K - $31.6K
|
13.7K
$936K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
40.2KNew |
$1.99M - $2.14M
|
40.2K
$2.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
11.4KNew |
$562K - $605K
|
11.4K
$777K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$19.8K - $21.3K
|
400
$27.4K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-79.1K- 10.76% |
$3.92M - $4.21M
|
655K
$44.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
150New |
$7.43K - $7.99K
|
150
$10.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
283New |
$14K - $15.1K
|
283
$19.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
9KNew |
$446K - $480K
|
9K
$616K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
55New |
$2.72K - $2.93K
|
55
$3.76K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-482- 76.39% |
$23.9K - $25.7K
|
149
$10.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-19- 0.1% |
$941 - $1.01K
|
19.2K
$1.32M
|
|