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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
20.8K+ 1.43% |
$1.26M - $1.34M
|
1.47M
$87.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.38M- 56.3% |
$144M - $153M
|
1.85M
$110M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
901+ 0.56% |
$54.5K - $58K
|
163K
$9.69M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-774K- 54.93% |
$46.8M - $49.9M
|
635K
$37.8M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
342+ 1.34% |
$20.7K - $22K
|
25.9K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
61.5K+ 26.48% |
$3.72M - $3.96M
|
294K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.89K- 24.37% |
$114K - $121K
|
5.85K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 40.0% |
$121 - $129
|
3
$178
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 17.17% |
$67.7K - $72.2K
|
7.64K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.26K- 6.65% |
$258K - $275K
|
59.9K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
654+ 7.47% |
$39.5K - $42.1K
|
9.41K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-377- 0.58% |
$22.8K - $24.3K
|
65.1K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
133+ 1.76% |
$8.04K - $8.57K
|
7.71K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
42.9K+ 4.45% |
$2.59M - $2.76M
|
1.01M
$59.9M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.76K- 26.17% |
$167K - $178K
|
7.79K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.84K+ 15.35% |
$172K - $183K
|
21.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.97K+ 23.2% |
$119K - $127K
|
10.5K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.92K+ 12.3% |
$237K - $252K
|
35.8K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.35K+ 5.41% |
$384K - $409K
|
124K
$7.36M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.43K- 10.8% |
$147K - $157K
|
20.1K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.69K+ 6.07% |
$405K - $431K
|
117K
$6.96M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.94KNew |
$238K - $254K
|
3.94K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
391+ 3.91% |
$23.6K - $25.2K
|
10.4K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.85K+ 4.47% |
$293K - $312K
|
113K
$6.73M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-56- 1.5% |
$3.39K - $3.61K
|
3.69K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.8K+ 5.94% |
$833K - $887K
|
246K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
37.1K+ 24.25% |
$2.24M - $2.39M
|
190K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
97.3K+ 16.53% |
$5.88M - $6.27M
|
686K
$40.8M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-14.6K- 83.0% |
$886K - $944K
|
3K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.38K+ 5.18% |
$446K - $475K
|
150K
$8.91M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.83K+ 1.39% |
$413K - $440K
|
498K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6+ 0.11% |
$363 - $387
|
5.64K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-30- 0.15% |
$1.81K - $1.93K
|
20.1K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-211- 1.76% |
$12.8K - $13.6K
|
11.8K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-212K- 1.16% |
$12.8M - $13.6M
|
18.1M
$1.07B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 0.72% |
$8.04M - $8.57M
|
18.5M
$1.1B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-21.5K- 81.16% |
$1.3M - $1.39M
|
5K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-301- 0.28% |
$18.2K - $19.4K
|
107K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.03K- 1.53% |
$244K - $259K
|
259K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
407+ 8.68% |
$24.6K - $26.2K
|
5.09K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.97KNew |
$603K - $642K
|
9.97K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-21.8K- 43.95% |
$1.32M - $1.41M
|
27.8K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
445New |
$26.9K - $28.7K
|
445
$26.5K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
213+ 3.34% |
$12.9K - $13.7K
|
6.6K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
35+ 0.52% |
$2.12K - $2.25K
|
6.72K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-50- 0.47% |
$3.02K - $3.22K
|
10.6K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.17K+ 25.33% |
$433K - $462K
|
35.5K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.6K- 1.2% |
$699K - $745K
|
948K
$56.4M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-930- 5.98% |
$56.2K - $59.9K
|
14.6K
$869K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-627- 6.26% |
$37.9K - $40.4K
|
9.38K
$558K
|