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 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
19+ 0.08% |
$1.15K - $1.23K
|
22.5K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
19KNew |
$1.16M - $1.24M
|
19K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
6K+ 6.06% |
$364K - $390K
|
105K
$6.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-29.4K- 12.27% |
$1.79M - $1.91M
|
210K
$13.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.03K+ 7.0% |
$62.4K - $66.7K
|
15.7K
$993K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.65% |
$304 - $325
|
772
$48.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
11.9KNew |
$720K - $770K
|
11.9K
$750K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.24K- 19.21% |
$136K - $145K
|
9.42K
$596K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5.09KNew |
$309K - $330K
|
5.09K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3.6K- 8.24% |
$219K - $234K
|
40.1K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-106K- 41.14% |
$6.45M - $6.9M
|
152K
$9.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.81K- 0.74% |
$170K - $182K
|
377K
$23.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
63.6K+ 58.15% |
$3.86M - $4.13M
|
173K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-468- 1.56% |
$28.4K - $30.4K
|
29.6K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
244K+ 171.27% |
$14.8M - $15.8M
|
386K
$24.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.76K+ 2.68% |
$350K - $374K
|
220K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
70.3K+ 9.99% |
$4.27M - $4.56M
|
774K
$48.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
540New |
$32.8K - $35.1K
|
540
$34.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.96K+ 9.31% |
$119K - $127K
|
23K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
33.8K+ 346.91% |
$2.05M - $2.19M
|
43.5K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.18K+ 1.37% |
$254K - $272K
|
310K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-52- 1.03% |
$3.16K - $3.38K
|
4.99K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-20.1K- 44.07% |
$1.22M - $1.3M
|
25.4K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.8K+ 18.0% |
$473K - $506K
|
51.1K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-217K- 66.36% |
$13.2M - $14.1M
|
110K
$6.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.16KNew |
$131K - $140K
|
2.16K
$136K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-41- 0.45% |
$2.49K - $2.66K
|
9.05K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-783- 2.02% |
$47.6K - $50.8K
|
37.9K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.63K+ 4.72% |
$99K - $106K
|
36.2K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-6- 0.18% |
$364 - $390
|
3.39K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
767+ 1.31% |
$46.6K - $49.8K
|
59.5K
$3.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
53.6K+ 54.37% |
$3.25M - $3.48M
|
152K
$9.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.61K+ 6.48% |
$159K - $170K
|
42.9K
$2.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
10.3KNew |
$628K - $672K
|
10.3K
$655K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.71K- 6.77% |
$225K - $241K
|
51.1K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
997+ 4.1% |
$60.5K - $64.7K
|
25.3K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
50.7K+ 3.75% |
$3.08M - $3.29M
|
1.4M
$88.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-237- 0.58% |
$14.4K - $15.4K
|
40.4K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.87K- 4.76% |
$114K - $122K
|
37.5K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
272+ 4.88% |
$16.5K - $17.7K
|
5.84K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
35+ 35.35% |
$2.13K - $2.27K
|
134
$8.48K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.55K+ 2.94% |
$459K - $490K
|
265K
$16.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7.2K+ 35.94% |
$437K - $468K
|
27.2K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
177+ 2.8% |
$10.7K - $11.5K
|
6.5K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-760- 14.08% |
$46.2K - $49.4K
|
4.64K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$607 - $649
|
8.54K
$541K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
16.3KNew |
$993K - $1.06M
|
16.3K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.5K+ 48.01% |
$1.06M - $1.14M
|
54K
$3.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
980+ 6.57% |
$59.5K - $63.6K
|
15.9K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.05% |
$486 - $520
|
16.6K
$1.05M
|