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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.57KClosed |
$113K - $125K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-263Closed |
$11.6K - $12.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-905Closed |
$39.9K - $43.9K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-300Closed |
$13.2K - $14.6K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-38Closed |
$1.68K - $1.85K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.4KClosed |
$61.8K - $68K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.94KClosed |
$85.7K - $94.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.1KClosed |
$120K - $139K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.37KClosed |
$52.9K - $61.2K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$76.2K - $88.2K
|
1.97K
$124K
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-2Closed |
$77.5 - $89.6
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
988New |
$38.3K - $44.3K
|
988
$62.5K
|
|
|
Jan 29, 2021
Q4 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-8.86KClosed |
$343K - $397K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-125Closed |
$4.85K - $5.6K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Sol Capital Management CO
|
BUY
|
- |
5KNew |
$194K - $224K
|
5K
$316K
|
|
|
Jan 20, 2021
Q4 2020
|
Busey Wealth Management
|
SELL
|
- |
-8.08KClosed |
$313K - $362K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-39.9KClosed |
$1.49M - $1.67M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16.3KNew |
$609K - $683K
|
16.3K
$1.03M
|
|
|
Nov 12, 2020
Q3 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-7.74KClosed |
$289K - $325K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.62K+ 12.72% |
$97.7K - $110K
|
23.2K
$1.47M
|
|
|
Nov 05, 2020
Q3 2020
|
Empire Life Investments Inc.
|
SELL
|
- |
-49.8KClosed |
$1.86M - $2.09M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-7.02KClosed |
$262K - $295K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.72KClosed |
$251K - $282K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$374 - $420
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
55New |
$2.05K - $2.31K
|
55
$3.48K
|
|
|
Oct 14, 2020
Q3 2020
|
Aries Wealth Management
|
SELL
|
- |
-17.3KClosed |
$648K - $728K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.91K+ 71.12% |
$122K - $160K
|
9.42K
$596K
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
19KNew |
$591K - $775K
|
19K
$1.2M
|
|
|
Aug 14, 2020
Q2 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.62KClosed |
$238K - $311K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-36.1KClosed |
$1.13M - $1.48M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-605Closed |
$18.9K - $24.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-7.74KClosed |
$241K - $316K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-13.2KClosed |
$411K - $539K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.4KNew |
$168K - $221K
|
5.4K
$342K
|
|
|
Aug 10, 2020
Q2 2020
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-12.9KClosed |
$402K - $527K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.46KClosed |
$201K - $264K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-13.6KClosed |
$424K - $555K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-19.5KClosed |
$608K - $796K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-11.8KClosed |
$367K - $481K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-31Closed |
$966 - $1.27K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.99KClosed |
$155K - $204K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-290Closed |
$9.04K - $11.8K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-585Closed |
$18.2K - $23.9K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2024
Q1 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 26, 2023
Q1 2020
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-9.4KClosed |
$263K - $406K
|
0
$0
|
|
|
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.55KClosed |
$71.4K - $110K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-26.9KClosed |
$754K - $1.16M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10Closed |
$280 - $431
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-62.4KClosed |
$1.75M - $2.69M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-7.49KClosed |
$210K - $323K
|
0
$0
|
|