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 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.68K+ 4.81% |
$406K - $434K
|
146K
$9.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
478+ 37.55% |
$29K - $31K
|
1.75K
$111K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-174- 1.3% |
$10.6K - $11.3K
|
13.3K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.64K+ 42.44% |
$160K - $172K
|
8.86K
$561K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-98- 2.48% |
$5.95K - $6.36K
|
3.85K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
724KNew |
$43.9M - $47M
|
724K
$45.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
44.3KNew |
$2.69M - $2.88M
|
44.3K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$762K - $814K
|
12.5K
$794K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
12+ 1.2% |
$729 - $779
|
1.01K
$64K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6K- 26.16% |
$364K - $390K
|
16.9K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
881+ 0.73% |
$53.5K - $57.2K
|
121K
$7.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
90+ 1.66% |
$5.47K - $5.84K
|
5.51K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
488+ 0.34% |
$29.6K - $31.7K
|
142K
$9.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.35K- 22.15% |
$82.1K - $87.8K
|
4.75K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
58.1KNew |
$3.53M - $3.77M
|
58.1K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-40- 0.22% |
$2.43K - $2.6K
|
18.4K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.68K- 2.37% |
$102K - $109K
|
69.4K
$4.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
14.8K+ 272.24% |
$899K - $961K
|
20.2K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-191- 1.56% |
$11.6K - $12.4K
|
12K
$761K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
448+ 92.37% |
$27.2K - $29.1K
|
933
$59K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-303- 1.12% |
$18.4K - $19.7K
|
26.8K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.09K- 0.84% |
$430K - $460K
|
839K
$53.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.6KNew |
$279K - $299K
|
4.6K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.52K- 11.54% |
$92K - $98.4K
|
11.6K
$735K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.84K- 24.31% |
$537K - $574K
|
27.5K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.05K- 30.0% |
$428K - $458K
|
16.4K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.55KNew |
$337K - $361K
|
5.55K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
730+ 8.0% |
$44.3K - $47.4K
|
9.85K
$623K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-451- 10.35% |
$27.4K - $29.3K
|
3.91K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
193New |
$11.7K - $12.5K
|
193
$12.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.3K+ 4.72% |
$78.6K - $84.1K
|
28.7K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
305New |
$18.5K - $19.8K
|
305
$19.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14.4KNew |
$877K - $938K
|
14.4K
$914K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$60.7 - $64.9
|
1.73K
$109K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.99K+ 94.83% |
$303K - $324K
|
10.3K
$649K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.28K- 2.89% |
$321K - $343K
|
177K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
130+ 0.6% |
$7.89K - $8.44K
|
21.7K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-17.6K- 3.06% |
$1.07M - $1.15M
|
558K
$35.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.57K- 1.71% |
$156K - $167K
|
147K
$9.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.66K+ 5.51% |
$465K - $498K
|
147K
$9.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
32.1KNew |
$1.95M - $2.08M
|
32.1K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.05K+ 26.02% |
$307K - $328K
|
24.5K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-335- 2.42% |
$20.3K - $21.8K
|
13.5K
$853K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
775+ 12.52% |
$47.1K - $50.3K
|
6.96K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.76K+ 23.58% |
$168K - $179K
|
14.5K
$916K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.96KNew |
$544K - $582K
|
8.96K
$567K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
188+ 3.14% |
$11.4K - $12.2K
|
6.18K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
349+ 1.31% |
$21.2K - $22.7K
|
27K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 0.03% |
$60.7 - $64.9
|
3.2K
$202K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.54KNew |
$93.2K - $99.7K
|
1.54K
$97.1K
|