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 |
---|---|---|---|---|---|---|---|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10.9KNew |
$548K - $605K
|
10.9K
$687K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-682Closed |
$34.4K - $38K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.05KClosed |
$204K - $225K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
169New |
$8.52K - $9.41K
|
169
$10.7K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-152Closed |
$7.67K - $8.46K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.51KClosed |
$227K - $251K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
6K+ 141.28% |
$303K - $334K
|
10.2K
$648K
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5.51K- 76.61% |
$278K - $307K
|
1.68K
$106K
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.82KClosed |
$293K - $324K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-125Closed |
$6.3K - $6.96K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-310Closed |
$15.6K - $17.3K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
341+ 57.31% |
$17.2K - $19K
|
936
$59.2K
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-9.57KClosed |
$483K - $533K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.3KClosed |
$267K - $295K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Deltec Asset Management LLC
|
SELL
|
- |
-12.9KClosed |
$648K - $715K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
62New |
$3.13K - $3.45K
|
62
$3.92K
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-205Closed |
$10.3K - $11.4K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.1KClosed |
$409K - $451K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-14.8KClosed |
$746K - $824K
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-489Closed |
$24.7K - $27.2K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-814Closed |
$40.9K - $43.2K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-49.3KClosed |
$2.48M - $2.62M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
250K+ 0.0% |
$12.6M - $13.3M
|
250K
$15.8M
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
192KNew |
$9.62M - $10.2M
|
192K
$12.1M
|
|
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-859KClosed |
$43.1M - $45.6M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-496- 88.41% |
$24.9K - $26.3K
|
65
$4.11K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.16KClosed |
$58.3K - $61.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.48KClosed |
$225K - $238K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-690Closed |
$34.7K - $36.6K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
84+ 1.26% |
$4.22K - $4.46K
|
6.76K
$428K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.26M - $1.33M
|
25K
$1.58M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1Closed |
$50.2 - $53.1
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
4.53KNew |
$228K - $241K
|
4.53K
$287K
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-6.57KClosed |
$330K - $349K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-977- 13.71% |
$49.1K - $51.9K
|
6.15K
$389K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
38.4KNew |
$1.93M - $2.04M
|
38.4K
$2.43M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.53KClosed |
$76.6K - $81K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500Closed |
$24.3K - $25.6K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-575KClosed |
$27.9M - $29.4M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-26.3KClosed |
$1.28M - $1.35M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.8KClosed |
$282K - $297K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.3KClosed |
$63.1K - $66.5K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-8KClosed |
$389K - $409K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-775- 8.02% |
$37.6K - $39.6K
|
8.88K
$562K
|
|
Jul 28, 2021
Q2 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-19KClosed |
$923K - $972K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-7.63KClosed |
$370K - $390K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
133KNew |
$6.46M - $6.8M
|
133K
$8.42M
|
|
Jul 19, 2021
Q2 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-200- 1.0% |
$9.71K - $10.2K
|
19.8K
$1.25M
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-517KClosed |
$25.1M - $26.5M
|
0
$0
|
|
Q1 2021 | |||||||
Sep 23, 2021
Q1 2021
|
Systelligence, LLC
|
SELL
|
- |
-199KClosed |
$8.76M - $9.64M
|
0
$0
|