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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
132+ 0.59% |
$7.59K - $8.28K
|
22.3K
$1.41M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
121+ 1.06% |
$6.95K - $7.59K
|
11.5K
$731K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
120+ 0.11% |
$6.9K - $7.53K
|
110K
$6.99M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
114+ 0.27% |
$6.55K - $7.15K
|
41.9K
$2.65M
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
111+ 0.59% |
$6.38K - $6.97K
|
18.8K
$1.19M
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
111+ 0.1% |
$6.38K - $6.97K
|
112K
$7.11M
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
102+ 1.44% |
$5.86K - $6.4K
|
7.19K
$455K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
100+ 0.48% |
$5.75K - $6.28K
|
21K
$1.33M
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
97+ 0.72% |
$5.57K - $6.09K
|
13.6K
$861K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
97+ 2.66% |
$5.57K - $6.09K
|
3.74K
$237K
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
95+ 1.54% |
$5.46K - $5.96K
|
6.27K
$397K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
94+ 0.48% |
$5.4K - $5.9K
|
19.8K
$1.25M
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
94+ 1.53% |
$5.4K - $5.9K
|
6.22K
$394K
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
87+ 2.43% |
$5K - $5.46K
|
3.66K
$232K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
84+ 5.11% |
$4.83K - $5.27K
|
1.73K
$109K
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
82+ 0.91% |
$4.71K - $5.15K
|
9.12K
$578K
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
80+ 0.72% |
$4.6K - $5.02K
|
11.2K
$706K
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
78+ 0.31% |
$4.48K - $4.9K
|
25.2K
$1.6M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
78+ 1.82% |
$4.48K - $4.9K
|
4.37K
$277K
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
67+ 0.1% |
$3.85K - $4.2K
|
68.7K
$4.35M
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
65+ 0.05% |
$3.74K - $4.08K
|
138K
$8.71M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
60+ 0.39% |
$3.45K - $3.77K
|
15.6K
$987K
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
58+ 0.94% |
$3.33K - $3.64K
|
6.22K
$394K
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
52+ 0.75% |
$2.99K - $3.26K
|
6.97K
$442K
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
49+ 0.49% |
$2.82K - $3.08K
|
10.1K
$640K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
46+ 1.03% |
$2.64K - $2.89K
|
4.53K
$287K
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
46+ 0.11% |
$2.64K - $2.89K
|
40.6K
$2.57M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44+ 0.47% |
$2.53K - $2.76K
|
9.44K
$598K
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
34+ 0.54% |
$1.95K - $2.13K
|
6.31K
$400K
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
34+ 0.38% |
$1.95K - $2.13K
|
9.09K
$576K
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
25+ 0.51% |
$1.44K - $1.57K
|
4.95K
$314K
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
25+ 0.67% |
$1.44K - $1.57K
|
3.78K
$239K
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
22+ 0.63% |
$1.26K - $1.38K
|
3.51K
$222K
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.29% |
$1.26K - $1.38K
|
7.59K
$481K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22New |
$1.26K - $1.38K
|
22
$1.39K
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20+ 0.47% |
$1.15K - $1.26K
|
4.26K
$269K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19+ 0.53% |
$1.09K - $1.19K
|
3.62K
$229K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
19+ 0.15% |
$1.09K - $1.19K
|
12.4K
$787K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.49% |
$1.03K - $1.13K
|
3.68K
$233K
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.09% |
$977 - $1.07K
|
19.2K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.64% |
$920 - $1K
|
2.51K
$159K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16+ 0.05% |
$920 - $1K
|
32.3K
$2.04M
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16+ 0.59% |
$920 - $1K
|
2.74K
$173K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13New |
$747 - $816
|
13
$823
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12+ 0.47% |
$690 - $753
|
2.56K
$162K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.65% |
$690 - $753
|
1.85K
$117K
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
12New |
$690 - $753
|
12
$760
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12New |
$690 - $753
|
12
$760
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11+ 0.01% |
$632 - $690
|
121K
$7.67M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10New |
$575 - $628
|
10
$633
|