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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
948New |
$52.3K - $60.6K
|
948
$61.5K
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-9- 0.08% |
$497 - $575
|
11K
$713K
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-999- 0.54% |
$55.2K - $63.9K
|
184K
$11.9M
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-769- 7.88% |
$42.5K - $49.2K
|
8.99K
$583K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
105KNew |
$5.81M - $6.72M
|
105K
$6.83M
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-253- 1.88% |
$14K - $16.2K
|
13.2K
$859K
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-40- 0.33% |
$2.21K - $2.56K
|
12.2K
$789K
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$209K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.5K+ 1.53% |
$193K - $223K
|
231K
$15M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.72K- 9.54% |
$316K - $366K
|
54.2K
$3.52M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.49KNew |
$193K - $223K
|
3.49K
$227K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-849- 9.61% |
$46.9K - $54.3K
|
7.99K
$519K
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
10K+ 3.72% |
$552K - $639K
|
279K
$18.1M
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.02K+ 3.48% |
$56.3K - $65.2K
|
30.3K
$1.97M
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
10K+ 1.96% |
$554K - $642K
|
522K
$33.9M
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.05% |
$3.15K - $3.64K
|
112K
$7.3M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-378- 3.21% |
$20.9K - $24.2K
|
11.4K
$739K
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-663- 1.65% |
$36.6K - $42.4K
|
39.4K
$2.56M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 4.62% |
$5.3K - $6.14K
|
2.18K
$141K
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.73K+ 8.28% |
$206K - $239K
|
48.8K
$3.17M
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$55.2 - $63.9
|
52K
$3.38M
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.29K- 12.45% |
$71K - $82.2K
|
9.04K
$587K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$110 - $128
|
447
$29K
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
7.24K+ 6.8% |
$400K - $463K
|
114K
$7.38M
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.16KNew |
$230K - $266K
|
4.16K
$270K
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
850+ 4.7% |
$46.9K - $54.3K
|
18.9K
$1.23M
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.52% |
$221 - $256
|
780
$50.6K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
104+ 3.67% |
$5.74K - $6.65K
|
2.94K
$191K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
882+ 6.71% |
$48.7K - $56.4K
|
14K
$911K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-321- 1.06% |
$17.7K - $20.5K
|
30.1K
$1.95M
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
282+ 0.8% |
$15.6K - $18K
|
35.7K
$2.31M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
222+ 13.52% |
$12.3K - $14.2K
|
1.86K
$121K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.45K+ 12.84% |
$80.2K - $92.9K
|
12.8K
$829K
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.87K+ 1.09% |
$103K - $119K
|
174K
$11.3M
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23- 0.19% |
$1.27K - $1.47K
|
11.9K
$774K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 0.47% |
$331 - $384
|
1.27K
$82.7K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 12.35% |
$94.6K - $110K
|
15.6K
$1.01M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.77K- 17.08% |
$208K - $241K
|
18.3K
$1.19M
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-8.05K- 22.25% |
$445K - $515K
|
28.1K
$1.83M
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 0.13% |
$1.71K - $1.98K
|
23.6K
$1.53M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
9.39K+ 178.95% |
$518K - $600K
|
14.6K
$950K
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.24K- 22.35% |
$179K - $207K
|
11.3K
$732K
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-8.75K- 6.59% |
$483K - $559K
|
124K
$8.05M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-12.4K- 27.07% |
$685K - $793K
|
33.4K
$2.17M
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
115+ 2.29% |
$6.35K - $7.35K
|
5.14K
$334K
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
7.57K+ 20.82% |
$418K - $484K
|
43.9K
$2.85M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20.4K+ 43.82% |
$1.12M - $1.3M
|
66.8K
$4.34M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
43+ 0.65% |
$2.37K - $2.75K
|
6.69K
$435K
|
|
Q1 2025 | |||||||
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
32.4KNew |
$1.96M - $2.09M
|
32.4K
$2.1M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.65K+ 5.49% |
$160K - $171K
|
50.9K
$3.31M
|