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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
549+ 0.7% |
$33.3K - $35.7K
|
79.1K
$4.84M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
540New |
$32.8K - $35.1K
|
540
$33K
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
535+ 14.6% |
$32.5K - $34.7K
|
4.2K
$257K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
533New |
$32.4K - $34.6K
|
533
$32.6K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
521+ 0.71% |
$31.6K - $33.8K
|
73.9K
$4.52M
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
488+ 11.63% |
$29.6K - $31.7K
|
4.68K
$286K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
488+ 0.34% |
$29.6K - $31.7K
|
142K
$8.71M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
487+ 1.51% |
$29.6K - $31.6K
|
32.7K
$2M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
478+ 37.55% |
$29K - $31K
|
1.75K
$107K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
473+ 0.29% |
$28.7K - $30.7K
|
163K
$9.98M
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
471+ 10.01% |
$28.6K - $30.6K
|
5.17K
$316K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
452+ 0.65% |
$27.4K - $29.4K
|
69.9K
$4.27M
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
450New |
$27.3K - $29.2K
|
450
$27.5K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
448+ 92.37% |
$27.2K - $29.1K
|
933
$57.1K
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
440New |
$26.7K - $28.6K
|
440
$26.9K
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
417+ 2.23% |
$25.3K - $27.1K
|
19.1K
$1.17M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
401+ 1.46% |
$24.4K - $26K
|
27.9K
$1.71M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
401+ 1.57% |
$24.4K - $26K
|
25.9K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400+ 8.7% |
$24.3K - $26K
|
5K
$306K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
400+ 2.31% |
$24.3K - $26K
|
17.7K
$1.08M
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
389+ 1.54% |
$23.6K - $25.3K
|
25.6K
$1.56M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
386+ 4.54% |
$23.4K - $25.1K
|
8.89K
$544K
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
384+ 7.28% |
$23.3K - $24.9K
|
5.66K
$346K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
382+ 1.91% |
$23.2K - $24.8K
|
20.4K
$1.25M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
380+ 0.25% |
$23.1K - $24.7K
|
153K
$9.35M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
379+ 1.26% |
$23K - $24.6K
|
30.4K
$1.86M
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
377+ 0.48% |
$22.9K - $24.5K
|
79.2K
$4.84M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
374+ 2.86% |
$22.7K - $24.3K
|
13.5K
$824K
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
374New |
$22.7K - $24.3K
|
374
$22.9K
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
367+ 10.86% |
$22.3K - $23.8K
|
3.75K
$229K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
362New |
$22K - $23.5K
|
362
$22.1K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
354New |
$21.5K - $23K
|
354
$21.6K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
354New |
$21.5K - $23K
|
354
$21.6K
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
349+ 12.75% |
$21.2K - $22.7K
|
3.09K
$189K
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
349+ 1.31% |
$21.2K - $22.7K
|
27K
$1.65M
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
317+ 1.73% |
$19.3K - $20.6K
|
18.6K
$1.14M
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
305New |
$18.5K - $19.8K
|
305
$18.7K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
304+ 45.71% |
$18.5K - $19.7K
|
969
$59.3K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
300+ 300.0% |
$18.2K - $19.5K
|
400
$24.5K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
286+ 7.33% |
$17.4K - $18.6K
|
4.19K
$256K
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
285+ 1.42% |
$17.3K - $18.5K
|
20.3K
$1.24M
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
280New |
$17K - $18.2K
|
280
$17.1K
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
272+ 4.75% |
$16.5K - $17.7K
|
6K
$367K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
272+ 4.88% |
$16.5K - $17.7K
|
5.84K
$357K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
247+ 1.16% |
$15K - $16K
|
21.5K
$1.32M
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
246+ 1.3% |
$14.9K - $16K
|
19.2K
$1.17M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
243+ 1.57% |
$14.8K - $15.8K
|
15.7K
$960K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
237+ 0.19% |
$14.4K - $15.4K
|
122K
$7.47M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
236+ 7.24% |
$14.3K - $15.3K
|
3.5K
$214K
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
233+ 6.35% |
$14.2K - $15.1K
|
3.9K
$239K
|