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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.79KNew |
$209K - $222K
|
3.79K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.97KNew |
$164K - $174K
|
2.97K
$180K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.68K+ 37.85% |
$148K - $157K
|
9.75K
$590K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.56K+ 5.16% |
$141K - $150K
|
52.1K
$3.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.2K+ 0.29% |
$66.1K - $70K
|
420K
$25.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.18KNew |
$65.3K - $69.2K
|
1.18K
$71.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.16K+ 2.31% |
$64K - $67.8K
|
51.2K
$3.1M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.08KNew |
$59.5K - $63.1K
|
1.08K
$65.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
990+ 18.86% |
$54.7K - $58K
|
6.24K
$377K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
542+ 9.06% |
$29.9K - $31.7K
|
6.52K
$394K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
520+ 47.23% |
$28.7K - $30.4K
|
1.62K
$98K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
422+ 1.19% |
$23.3K - $24.7K
|
35.9K
$2.17M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
308New |
$17K - $18K
|
308
$18.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
287+ 41.84% |
$15.9K - $16.8K
|
973
$58.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200New |
$11K - $11.7K
|
200
$12.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 5.67% |
$11K - $11.7K
|
3.73K
$226K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
192New |
$10.6K - $11.2K
|
192
$11.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
117New |
$6.46K - $6.85K
|
117
$7.07K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
100+ 1.32% |
$5.52K - $5.86K
|
7.65K
$463K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
91+ 1.28% |
$5.03K - $5.33K
|
7.2K
$435K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
86+ 1.62% |
$4.75K - $5.04K
|
5.39K
$326K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
66New |
$3.65K - $3.86K
|
66
$3.99K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$3.59K - $3.81K
|
65
$3.93K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$2.76K - $2.93K
|
50
$3.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
43+ 0.12% |
$2.37K - $2.52K
|
36.7K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
42New |
$2.32K - $2.46K
|
42
$2.54K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
37+ 0.63% |
$2.04K - $2.17K
|
5.87K
$355K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16New |
$884 - $937
|
16
$967
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
13New |
$718 - $761
|
13
$786
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
8+ 0.08% |
$442 - $468
|
10.3K
$620K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$110 - $117
|
2
$121
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$55.2 - $58.6
|
11.8K
$710K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
400KNew |
$21.3M - $23.2M
|
400K
$24.2M
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
240KNew |
$12.8M - $13.9M
|
240K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
209K+ 36.37% |
$11.2M - $12.1M
|
785K
$47.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
31.9KNew |
$1.7M - $1.85M
|
31.9K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
29.6KNew |
$1.58M - $1.72M
|
29.6K
$1.79M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19.2KNew |
$1.02M - $1.11M
|
19.2K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
18.7K+ 57.82% |
$996K - $1.08M
|
51K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.6K+ 127.29% |
$883K - $961K
|
29.6K
$1.79M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
16.5KNew |
$879K - $957K
|
16.5K
$996K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.9KNew |
$846K - $921K
|
15.9K
$959K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15.7K+ 4.97% |
$838K - $912K
|
332K
$20.1M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.8K+ 8.76% |
$789K - $859K
|
184K
$11.1M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.49KNew |
$506K - $551K
|
9.49K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.48KNew |
$399K - $434K
|
7.48K
$452K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.28K+ 1.65% |
$388K - $423K
|
449K
$27.2M
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.22KNew |
$385K - $419K
|
7.22K
$436K
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.16KNew |
$382K - $415K
|
7.16K
$433K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7K+ 79.55% |
$373K - $406K
|
15.8K
$955K
|
|