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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-75- 0.06% |
$4.55K - $4.87K
|
116K
$7.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.8K- 6.33% |
$1.75M - $1.87M
|
426K
$26.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
141+ 0.69% |
$8.56K - $9.16K
|
20.5K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
31.5KNew |
$1.91M - $2.04M
|
31.5K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-13.9K- 9.57% |
$847K - $905K
|
132K
$8.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-308- 4.19% |
$18.7K - $20K
|
7.05K
$446K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8New |
$486 - $520
|
8
$506
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.5K+ 8.72% |
$695K - $744K
|
143K
$9.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
74K+ 7.03% |
$4.49M - $4.8M
|
1.13M
$71.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.53K+ 18.5% |
$518K - $554K
|
54.6K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-519- 0.21% |
$31.5K - $33.7K
|
249K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.6K+ 1.37% |
$97.1K - $104K
|
118K
$7.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.62K+ 8.03% |
$98.3K - $105K
|
21.8K
$1.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
161+ 1.07% |
$9.78K - $10.5K
|
15.2K
$964K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-42.2K- 13.54% |
$2.56M - $2.74M
|
270K
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.23K+ 2.43% |
$74.5K - $79.6K
|
51.6K
$3.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-135K- 31.86% |
$8.19M - $8.75M
|
288K
$18.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
374New |
$22.7K - $24.3K
|
374
$23.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.08K+ 0.82% |
$127K - $135K
|
256K
$16.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.35KNew |
$325K - $347K
|
5.35K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.46K+ 1.35% |
$271K - $289K
|
333K
$21.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
186+ 0.82% |
$11.3K - $12.1K
|
23K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.93K+ 25.46% |
$178K - $191K
|
14.5K
$915K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-999- 0.93% |
$60.7K - $64.9K
|
107K
$6.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.41K- 84.47% |
$329K - $351K
|
995
$63K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
750+ 7.07% |
$45.5K - $48.7K
|
11.4K
$719K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.17K- 21.04% |
$253K - $271K
|
15.6K
$990K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
24+ 0.48% |
$1.46K - $1.56K
|
4.98K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
47.8K+ 17.74% |
$2.91M - $3.11M
|
317K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-35.3K- 11.42% |
$2.14M - $2.29M
|
274K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
15.3KNew |
$926K - $991K
|
15.3K
$965K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.21% |
$60.7 - $64.9
|
477
$30.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
178+ 0.8% |
$10.8K - $11.6K
|
22.5K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-970- 94.08% |
$58.9K - $63K
|
61
$3.86K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
31.4KNew |
$1.9M - $2.04M
|
31.4K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10.8KNew |
$659K - $704K
|
10.8K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$60.7 - $64.9
|
7.19K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.88K- 1.63% |
$175K - $187K
|
174K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.28M- 95.65% |
$77.5M - $82.9M
|
58K
$3.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.43K- 4.23% |
$269K - $288K
|
100K
$6.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.26K+ 1.38% |
$76.2K - $81.5K
|
92.4K
$5.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.15K+ 11.0% |
$555K - $594K
|
92.3K
$5.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
6.81KNew |
$414K - $442K
|
6.81K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16K- 19.24% |
$970K - $1.04M
|
67K
$4.24M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
55.7K+ 11.0% |
$3.38M - $3.62M
|
562K
$35.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
400+ 2.31% |
$24.3K - $26K
|
17.7K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
10+ 83.33% |
$607 - $649
|
22
$1.39K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.56K+ 17.83% |
$216K - $231K
|
23.5K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
237+ 0.19% |
$14.4K - $15.4K
|
122K
$7.73M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.1K+ 1.07% |
$66.5K - $71.1K
|
103K
$6.52M
|