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 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
999+ 17.27% |
$57.4K - $62.7K
|
6.78K
$415K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
974New |
$56K - $61.1K
|
974
$59.6K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
926New |
$53.2K - $58.1K
|
926
$56.6K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
904New |
$52K - $56.7K
|
904
$55.3K
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
793New |
$45.6K - $49.8K
|
793
$48.5K
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
597+ 14.35% |
$34.3K - $37.5K
|
4.76K
$291K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
440New |
$25.3K - $27.6K
|
440
$26.9K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
310+ 4.15% |
$17.8K - $19.5K
|
7.78K
$476K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
303+ 123.17% |
$17.4K - $19K
|
549
$33.6K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
269New |
$15.5K - $16.9K
|
269
$16.4K
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
247+ 2.81% |
$14.2K - $15.5K
|
9.05K
$554K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
230+ 3.06% |
$13.2K - $14.4K
|
7.76K
$474K
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
216+ 6.1% |
$12.4K - $13.6K
|
3.76K
$230K
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
196New |
$11.3K - $12.3K
|
196
$12K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
182+ 1.66% |
$10.5K - $11.4K
|
11.1K
$681K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
97+ 2.66% |
$5.57K - $6.09K
|
3.74K
$229K
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
56+ 0.32% |
$3.22K - $3.51K
|
17.6K
$1.08M
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
46+ 1.03% |
$2.64K - $2.89K
|
4.53K
$277K
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
25+ 0.67% |
$1.44K - $1.57K
|
3.78K
$231K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22New |
$1.26K - $1.38K
|
22
$1.35K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.49% |
$1.03K - $1.13K
|
3.68K
$225K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.18% |
$977 - $1.07K
|
9.4K
$575K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13New |
$747 - $816
|
13
$795
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12New |
$690 - $753
|
12
$734
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10New |
$575 - $628
|
10
$612
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6New |
$345 - $377
|
6
$367
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
235K+ 2.43% |
$13M - $13.8M
|
9.9M
$605M
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
67.5KNew |
$3.73M - $3.95M
|
67.5K
$4.13M
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
27.8KNew |
$1.53M - $1.63M
|
27.8K
$1.7M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
24KNew |
$1.33M - $1.41M
|
24K
$1.47M
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
15.6KNew |
$860K - $912K
|
15.6K
$952K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
13.5KNew |
$745K - $789K
|
13.5K
$824K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.38KNew |
$408K - $432K
|
7.38K
$451K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
7.1KNew |
$392K - $416K
|
7.1K
$434K
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
7.02K+ 907.11% |
$388K - $411K
|
7.8K
$477K
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.86KNew |
$324K - $343K
|
5.86K
$359K
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.52KNew |
$305K - $323K
|
5.52K
$337K
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.16KNew |
$230K - $243K
|
4.16K
$254K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.79KNew |
$209K - $222K
|
3.79K
$232K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.97KNew |
$164K - $174K
|
2.97K
$182K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.2K+ 0.29% |
$66.1K - $70K
|
420K
$25.7M
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.18KNew |
$65.3K - $69.2K
|
1.18K
$72.3K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.08KNew |
$59.5K - $63.1K
|
1.08K
$65.9K
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
990+ 18.86% |
$54.7K - $58K
|
6.24K
$381K
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
542+ 9.06% |
$29.9K - $31.7K
|
6.52K
$399K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
422+ 1.19% |
$23.3K - $24.7K
|
35.9K
$2.2M
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
308New |
$17K - $18K
|
308
$18.8K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200New |
$11K - $11.7K
|
200
$12.2K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
192New |
$10.6K - $11.2K
|
192
$11.7K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
117New |
$6.46K - $6.85K
|
117
$7.15K
|