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 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
12.3K+ 98.53% |
$679K - $787K
|
24.8K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
413+ 9.25% |
$22.8K - $26.4K
|
4.88K
$317K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-556- 10.22% |
$30.7K - $35.6K
|
4.89K
$317K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.67K- 1.07% |
$369K - $427K
|
616K
$40M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.65K- 15.81% |
$90.9K - $105K
|
8.77K
$569K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
434New |
$24K - $27.7K
|
434
$28.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
9.21K+ 8.58% |
$508K - $589K
|
116K
$7.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-474- 2.42% |
$26.2K - $30.3K
|
19.1K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.01% |
$55.2 - $63.9
|
7.14K
$463K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
1.35KNew |
$74.5K - $86.3K
|
1.35K
$87.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
17.7K+ 3.18% |
$977K - $1.13M
|
573K
$37.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
63New |
$3.48K - $4.03K
|
63
$4.09K
|
|
|
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 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-150- 1.73% |
$8.28K - $9.59K
|
8.54K
$554K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.24K+ 4.43% |
$234K - $271K
|
100K
$6.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
655+ 7.15% |
$36.2K - $41.9K
|
9.82K
$637K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8- 0.06% |
$442 - $512
|
13.3K
$861K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.02K+ 35.1% |
$222K - $257K
|
15.5K
$1M
|
|
|
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
|