Latest Institutional Purchases of Ishares Core Dividend Growth E (DGRO)
This list provides information on the latest institutional transactions involving Ishares Core Dividend Growth E (DGRO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
96.2K+ 40.35% |
$5.84M - $6.25M
|
335K
$20.2M
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
21.4K+ 327.42% |
$1.3M - $1.39M
|
28K
$1.69M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$849K - $908K
|
14K
$845K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.82K+ 1.31% |
$414K - $443K
|
525K
$31.8M
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
4.46KNew |
$271K - $289K
|
4.46K
$269K
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.44K+ 1.43% |
$270K - $289K
|
315K
$19M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.83K+ 19.97% |
$172K - $183K
|
17K
$1.03M
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.6K+ 1.45% |
$158K - $169K
|
181K
$11M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.46K+ 1.47% |
$149K - $160K
|
170K
$10.3M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.27K+ 2.14% |
$138K - $147K
|
108K
$6.54M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
150+ 0.27% |
$9.11K - $9.74K
|
56.4K
$3.41M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
19+ 0.18% |
$1.15K - $1.23K
|
10.8K
$653K
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.11% |
$547 - $584
|
8.13K
$492K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 0.56% |
$425 - $455
|
1.26K
$76.2K
|
|
Q3 2024 | |||||||
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46M+ 27.28% |
$141M - $154M
|
11.5M
$693M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15M+ 58.95% |
$65.9M - $72M
|
3.09M
$187M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
1.08MNew |
$62M - $67.7M
|
1.08M
$65.2M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
903KNew |
$51.9M - $56.7M
|
903K
$54.6M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
843K+ 44.69% |
$48.4M - $52.9M
|
2.73M
$165M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
700K+ 7.38% |
$40.2M - $44M
|
10.2M
$616M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
644K+ 20.43% |
$37M - $40.4M
|
3.8M
$230M
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
641KNew |
$36.9M - $40.2M
|
641K
$38.8M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
592K+ 78.37% |
$34M - $37.1M
|
1.35M
$81.4M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
413K+ 3.19% |
$23.7M - $25.9M
|
13.4M
$808M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
374KNew |
$21.5M - $23.5M
|
374K
$22.6M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
307K+ 113.27% |
$17.6M - $19.3M
|
578K
$34.9M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
296K+ 963.07% |
$17M - $18.6M
|
327K
$19.8M
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
223K+ 24.85% |
$12.8M - $14M
|
1.12M
$67.8M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
171K+ 172.37% |
$9.81M - $10.7M
|
270K
$16.3M
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
141K+ 21.44% |
$8.12M - $8.86M
|
800K
$48.4M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
137K+ 6.89% |
$7.85M - $8.58M
|
2.12M
$128M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
131K+ 4.12% |
$7.51M - $8.21M
|
3.3M
$200M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
124K+ 10.06% |
$7.1M - $7.76M
|
1.35M
$81.8M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
119K+ 71.93% |
$6.84M - $7.47M
|
284K
$17.2M
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
111K+ 78.18% |
$6.4M - $6.99M
|
254K
$15.4M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
110K+ 1.53% |
$6.32M - $6.9M
|
7.32M
$442M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
108K+ 1.4% |
$6.21M - $6.78M
|
7.84M
$474M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
100K+ 112.7% |
$5.76M - $6.29M
|
189K
$11.4M
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
99KNew |
$5.69M - $6.21M
|
99K
$5.99M
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
97.2KNew |
$5.59M - $6.1M
|
97.2K
$5.88M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
96.4KNew |
$5.54M - $6.05M
|
96.4K
$5.83M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
95.2K+ 13.21% |
$5.47M - $5.97M
|
816K
$49.3M
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
93.7K+ 88.35% |
$5.38M - $5.88M
|
200K
$12.1M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.1K+ 1.8% |
$5.35M - $5.84M
|
5.27M
$318M
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
90.9K+ 6.78% |
$5.22M - $5.7M
|
1.43M
$86.5M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
88.8K+ 4.37% |
$5.1M - $5.57M
|
2.12M
$128M
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
84.4K+ 24.94% |
$4.85M - $5.3M
|
423K
$25.6M
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
84.1KNew |
$4.84M - $5.28M
|
84.1K
$5.09M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.1K+ 1.44% |
$4.72M - $5.15M
|
5.78M
$349M
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
81.6K+ 61.34% |
$4.69M - $5.12M
|
215K
$13M
|