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 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400+ 11.66% |
$17.8K - $21.1K
|
3.83K
$232K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
307New |
$13.7K - $16.2K
|
307
$18.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
136+ 18.48% |
$6.05K - $7.17K
|
872
$52.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
126New |
$5.6K - $6.64K
|
126
$7.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
47+ 27.01% |
$2.09K - $2.48K
|
221
$13.4K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
411KNew |
$18.8M - $22.1M
|
411K
$24.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
95.5KNew |
$4.38M - $5.13M
|
95.5K
$5.78M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
42.7KNew |
$1.96M - $2.29M
|
42.7K
$2.58M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
35.4KNew |
$1.62M - $1.9M
|
35.4K
$2.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
25.7KNew |
$1.18M - $1.38M
|
25.7K
$1.56M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
11.2K+ 9.73% |
$514K - $602K
|
126K
$7.64M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.86K+ 11.21% |
$360K - $422K
|
77.9K
$4.71M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
6.2KNew |
$284K - $333K
|
6.2K
$375K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
4.92KNew |
$226K - $264K
|
4.92K
$297K
|
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4.27KNew |
$196K - $229K
|
4.27K
$258K
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
4.2KNew |
$192K - $225K
|
4.2K
$254K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$101K - $118K
|
2.2K
$133K
|
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
2.08K+ 11.6% |
$95.5K - $112K
|
20.1K
$1.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.38KNew |
$63.2K - $74K
|
1.38K
$83.4K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1KNew |
$45.8K - $53.7K
|
1K
$60.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
568+ 767.57% |
$26K - $30.5K
|
642
$38.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
344+ 1.92% |
$15.8K - $18.5K
|
18.2K
$1.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
311+ 4.99% |
$14.3K - $16.7K
|
6.55K
$396K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
256New |
$11.7K - $13.7K
|
256
$15.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
185+ 1.29% |
$8.48K - $9.93K
|
14.6K
$881K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
168New |
$7.7K - $9.02K
|
168
$10.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
47+ 0.5% |
$2.15K - $2.52K
|
9.46K
$572K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
39New |
$1.79K - $2.09K
|
39
$2.36K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4New |
$183 - $215
|
4
$242
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
489KNew |
$24.8M - $27.4M
|
489K
$29.6M
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
4.45KNew |
$225K - $249K
|
4.45K
$269K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.46K+ 1214.17% |
$73.8K - $81.7K
|
1.58K
$95.3K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
500New |
$25.3K - $28K
|
500
$30.2K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
170New |
$8.61K - $9.53K
|
170
$10.3K
|
|
| Q4 2021 | |||||||
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
13KNew |
$655K - $723K
|
13K
$785K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10.9KNew |
$548K - $605K
|
10.9K
$657K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
6K+ 141.28% |
$303K - $334K
|
10.2K
$620K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
341+ 57.31% |
$17.2K - $19K
|
936
$56.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
169New |
$8.52K - $9.41K
|
169
$10.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
62New |
$3.13K - $3.45K
|
62
$3.75K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
250K+ 0.0% |
$12.6M - $13.3M
|
250K
$15.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
192KNew |
$9.62M - $10.2M
|
192K
$11.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
38.4KNew |
$1.93M - $2.04M
|
38.4K
$2.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$1.26M - $1.33M
|
25K
$1.51M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
4.53KNew |
$228K - $241K
|
4.53K
$274K
|
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
84+ 1.26% |
$4.22K - $4.46K
|
6.76K
$409K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
133KNew |
$6.46M - $6.8M
|
133K
$8.04M
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
5.34KNew |
$236K - $259K
|
5.34K
$323K
|
|
| Q4 2020 | |||||||
|
Jan 22, 2021
Q4 2020
|
Sol Capital Management CO
|
BUY
|
- |
5KNew |
$194K - $224K
|
5K
$302K
|
|
|
Feb 11, 2021
Q4 2020
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$76.2K - $88.2K
|
1.97K
$119K
|
|