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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.45K+ 1.31% |
$141K - $153K
|
189K
$11.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.38K+ 20.78% |
$137K - $150K
|
13.9K
$838K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.35K+ 58.81% |
$135K - $147K
|
6.35K
$384K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.29K+ 64.68% |
$132K - $144K
|
5.83K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.29K+ 59.37% |
$131K - $143K
|
6.13K
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.2K+ 34.82% |
$127K - $138K
|
8.53K
$516K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.14K+ 3.11% |
$123K - $134K
|
71K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2.12K+ 35.77% |
$122K - $133K
|
8.05K
$487K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
2.03K+ 13.52% |
$117K - $128K
|
17.1K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.03KNew |
$117K - $127K
|
2.03K
$123K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.95K+ 13.76% |
$112K - $122K
|
16.1K
$972K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.92K+ 1.75% |
$110K - $120K
|
112K
$6.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.9K+ 53.65% |
$109K - $119K
|
5.44K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.84K+ 34.5% |
$106K - $115K
|
7.17K
$433K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.83K+ 7.71% |
$105K - $115K
|
25.5K
$1.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.81K+ 19.99% |
$104K - $113K
|
10.8K
$655K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.78K+ 47.17% |
$102K - $112K
|
5.56K
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 18.28% |
$102K - $112K
|
11.5K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 10.95% |
$100K - $110K
|
17.7K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.7K+ 21.09% |
$97.5K - $107K
|
9.74K
$589K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.68KNew |
$96.5K - $105K
|
1.68K
$102K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.68K+ 38.93% |
$96.5K - $105K
|
6K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.67KNew |
$96K - $105K
|
1.67K
$101K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.65K+ 2.4% |
$94.9K - $104K
|
70.6K
$4.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.63K+ 1.68% |
$93.5K - $102K
|
98.6K
$5.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.62K+ 14.12% |
$92.9K - $101K
|
13.1K
$790K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.6K+ 10.7% |
$92.1K - $101K
|
16.6K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.6K+ 1.35% |
$92K - $100K
|
120K
$7.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.6K+ 2.01% |
$91.7K - $100K
|
80.9K
$4.89M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.59K+ 8.63% |
$91.5K - $99.9K
|
20K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.59K+ 12.41% |
$91.1K - $99.5K
|
14.4K
$868K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.58K+ 7.93% |
$91K - $99.3K
|
21.5K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.55K+ 2.96% |
$89K - $97.2K
|
54K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.54K+ 15.15% |
$88.6K - $96.7K
|
11.7K
$708K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.47K+ 5.14% |
$84.4K - $92.1K
|
30K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 2.7% |
$83.2K - $90.9K
|
55.2K
$3.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.42K+ 0.94% |
$81.3K - $88.8K
|
153K
$9.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.4K+ 24.52% |
$80.4K - $87.8K
|
7.1K
$430K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.4K+ 28.39% |
$80.3K - $87.7K
|
6.32K
$382K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 3.02% |
$80.3K - $87.7K
|
47.7K
$2.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
1.35K+ 1.03% |
$77.3K - $84.4K
|
132K
$8M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.32K+ 5.05% |
$75.6K - $82.5K
|
27.3K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
1.29K+ 0.38% |
$74.3K - $81.1K
|
344K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.29K+ 8.36% |
$74K - $80.8K
|
16.7K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.28K+ 30.11% |
$73.3K - $80K
|
5.51K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 32.36% |
$73.2K - $79.9K
|
5.21K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.22K+ 1.88% |
$70.2K - $76.7K
|
66.4K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.22K+ 6.97% |
$69.9K - $76.3K
|
18.7K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.18K+ 1.22% |
$68K - $74.2K
|
98.5K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.17K+ 0.47% |
$67.3K - $73.5K
|
250K
$15.1M
|