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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.03% |
$256 - $272
|
11.8K
$805K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.3KNew |
$212K - $225K
|
3.3K
$225K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
55.6K+ 36.49% |
$3.57M - $3.79M
|
208K
$14.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
22+ 0.31% |
$1.41K - $1.5K
|
7.18K
$489K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
868+ 0.73% |
$55.7K - $59.1K
|
120K
$8.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.44K+ 7.26% |
$349K - $370K
|
80.4K
$5.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 4.52% |
$73.4K - $77.9K
|
26.5K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
22+ 0.16% |
$1.41K - $1.5K
|
13.7K
$935K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-277- 2.49% |
$17.8K - $18.9K
|
10.9K
$740K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
251+ 3.22% |
$16.1K - $17.1K
|
8.05K
$548K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
358KNew |
$22.9M - $24.4M
|
358K
$24.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
30.1K+ 1.01% |
$1.93M - $2.05M
|
3.03M
$206M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-192- 10.23% |
$12.3K - $13.1K
|
1.69K
$115K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
19+ 0.52% |
$1.22K - $1.29K
|
3.65K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 10.81% |
$102K - $108K
|
16.2K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
52.1K+ 95.6% |
$3.34M - $3.55M
|
107K
$7.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.79K- 4.67% |
$372K - $394K
|
118K
$8.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 1.77% |
$1.8K - $1.91K
|
1.61K
$110K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.8K- 8.95% |
$821K - $872K
|
130K
$8.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
231+ 1.19% |
$14.8K - $15.7K
|
19.7K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.17KNew |
$331K - $352K
|
5.17K
$352K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-257- 0.22% |
$16.5K - $17.5K
|
116K
$7.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-66- 14.83% |
$4.23K - $4.49K
|
379
$25.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-698- 2.11% |
$44.8K - $47.5K
|
32.3K
$2.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
311+ 17.98% |
$19.9K - $21.2K
|
2.04K
$139K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59- 1.06% |
$3.78K - $4.02K
|
5.5K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
584+ 68.14% |
$37.4K - $39.8K
|
1.44K
$98.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.56K- 2.69% |
$228K - $242K
|
129K
$8.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-218- 2.34% |
$14K - $14.8K
|
9.08K
$618K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
105New |
$6.73K - $7.15K
|
105
$7.15K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
24.9K+ 4.12% |
$1.6M - $1.7M
|
629K
$42.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.14K+ 0.67% |
$73.3K - $77.8K
|
171K
$11.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-2.5K- 26.32% |
$160K - $170K
|
7K
$477K
|
|
|
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
|