Latest Institutional Transactions on Ishares Core Dividend Growth E (DGRO)
This table provides information on the latest institutional transactions involving Ishares Core Dividend Growth E (DGRO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
3.26MNew |
$209M - $222M
|
3.26M
$222M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-276- 9.17% |
$17.7K - $18.8K
|
2.73K
$186K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.77K+ 27.79% |
$177K - $188K
|
12.7K
$867K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
155+ 1.52% |
$9.94K - $10.6K
|
10.3K
$703K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.13% |
$513 - $545
|
6.26K
$426K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-310- 5.49% |
$19.9K - $21.1K
|
5.34K
$363K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.09KNew |
$198K - $210K
|
3.09K
$210K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
81New |
$5.19K - $5.51K
|
81
$5.52K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.53K- 1.16% |
$98.4K - $104K
|
131K
$8.91M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-148- 2.46% |
$9.49K - $10.1K
|
5.87K
$400K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1+ 0.03% |
$64.1 - $68.1
|
3.35K
$228K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.41% |
$256 - $272
|
980
$66.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
408+ 1.92% |
$26.2K - $27.8K
|
21.6K
$1.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.78K+ 69.66% |
$243K - $257K
|
9.21K
$627K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-28- 0.02% |
$1.8K - $1.91K
|
187K
$12.7M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-562- 0.48% |
$36K - $38.3K
|
116K
$7.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-712- 17.17% |
$45.7K - $48.5K
|
3.44K
$234K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-27- 0.77% |
$1.73K - $1.84K
|
3.5K
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-29- 0.19% |
$1.86K - $1.97K
|
15.4K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-5- 0.51% |
$321 - $340
|
978
$66.6K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
673+ 10.49% |
$43.2K - $45.8K
|
7.09K
$483K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5+ 0.15% |
$321 - $340
|
3.26K
$222K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6.1K+ 0.4% |
$391K - $415K
|
1.53M
$104M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.35KNew |
$343K - $364K
|
5.35K
$364K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-167- 1.09% |
$10.7K - $11.4K
|
15.2K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.5K+ 3.96% |
$160K - $170K
|
65.7K
$4.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
192+ 0.58% |
$12.3K - $13.1K
|
33.6K
$2.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-194- 0.52% |
$12.4K - $13.2K
|
37.3K
$2.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-563- 0.48% |
$36.1K - $38.3K
|
117K
$7.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.52K- 3.56% |
$162K - $171K
|
68.3K
$4.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-13- 0.04% |
$834 - $885
|
34.5K
$2.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
24K+ 65.39% |
$1.54M - $1.63M
|
60.7K
$4.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15.1K- 61.29% |
$969K - $1.03M
|
9.55K
$650K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-113K- 12.06% |
$7.25M - $7.69M
|
824K
$56.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.4KNew |
$858K - $911K
|
13.4K
$911K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-378- 10.26% |
$24.2K - $25.7K
|
3.31K
$225K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.65K+ 12.12% |
$106K - $112K
|
15.3K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
BUY
|
- |
470+ 1.69% |
$30.1K - $32K
|
28.3K
$1.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
641+ 3.79% |
$41.1K - $43.6K
|
17.5K
$1.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
280+ 7.07% |
$18K - $19.1K
|
4.24K
$289K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
16.8K+ 18.36% |
$1.08M - $1.14M
|
108K
$7.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-43.2K- 41.96% |
$2.77M - $2.94M
|
59.8K
$4.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-3- 0.03% |
$192 - $204
|
10.9K
$739K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.6K+ 30.49% |
$551K - $585K
|
36.8K
$2.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.12K- 13.52% |
$136K - $144K
|
13.5K
$922K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
181+ 0.55% |
$11.6K - $12.3K
|
33.3K
$2.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
BUY
|
- |
17.3K+ 13.67% |
$1.11M - $1.18M
|
144K
$9.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
300New |
$19.2K - $20.4K
|
300
$20.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-43.8K- 17.13% |
$2.81M - $2.98M
|
212K
$14.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-180- 1.79% |
$11.5K - $12.3K
|
9.87K
$672K
|