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 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.37KClosed |
$52.9K - $61.2K
|
0
$0
|
|
|
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
$67.6K
|
|
|
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
$342K
|
|
|
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 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
$1.59M
|
|
|
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
$3.76K
|
|
|
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
$644K
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
19KNew |
$591K - $775K
|
19K
$1.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.62KClosed |
$238K - $311K
|
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
$370K
|
|
|
Aug 10, 2020
Q2 2020
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-12.9KClosed |
$402K - $527K
|
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
|
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
|
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
|
|
|
May 14, 2020
Q1 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-98.8KClosed |
$2.77M - $4.26M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-685Closed |
$19.2K - $29.5K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Sageworth Trust CO
|
SELL
|
- |
-1KClosed |
$28K - $43.1K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-18.7KClosed |
$523K - $805K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Carlson Capital Management
|
SELL
|
- |
-6.79KClosed |
$190K - $293K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.12KClosed |
$171K - $264K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-7.14KClosed |
$200K - $308K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-100Closed |
$2.8K - $4.31K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-57KClosed |
$1.6M - $2.46M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Ballast, Inc.
|
SELL
|
- |
-6.8KClosed |
$190K - $293K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-200Closed |
$7.78K - $7.91K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25Closed |
$972 - $989
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.48KNew |
$57.6K - $58.6K
|
1.48K
$101K
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-74Closed |
$2.88K - $2.93K
|
0
$0
|
|