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 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.31% |
$181 - $193
|
972
$57.8K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10.2K+ 3.35% |
$618K - $659K
|
315K
$18.8M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.47K- 0.56% |
$512K - $546K
|
1.51M
$89.6M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-8- 0.04% |
$484 - $515
|
18.5K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-37.1K- 91.94% |
$2.24M - $2.39M
|
3.26K
$194K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
702New |
$42.4K - $45.2K
|
702
$41.7K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-453K- 2.61% |
$27.4M - $29.2M
|
16.9M
$1B
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
31.9K+ 3.52% |
$1.93M - $2.05M
|
936K
$55.7M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.58K+ 3.93% |
$95.3K - $102K
|
41.8K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.69K- 24.63% |
$344K - $366K
|
17.4K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-120K- 57.67% |
$7.25M - $7.72M
|
88K
$5.23M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.67KNew |
$222K - $236K
|
3.67K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-16- 8.84% |
$967 - $1.03K
|
165
$9.81K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 2.25% |
$156K - $166K
|
112K
$6.68M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
347+ 3.53% |
$21K - $22.4K
|
10.2K
$604K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
72+ 0.36% |
$4.35K - $4.64K
|
19.8K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.52K+ 7.61% |
$153K - $163K
|
35.7K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
558+ 6.78% |
$33.7K - $35.9K
|
8.79K
$522K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
605+ 2.65% |
$36.6K - $39K
|
23.4K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
44.1K+ 12.58% |
$2.67M - $2.84M
|
395K
$23.5M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-10.1K- 9.35% |
$612K - $652K
|
98.1K
$5.83M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.8K+ 16.71% |
$411K - $438K
|
47.5K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4.89K- 25.64% |
$296K - $315K
|
14.2K
$844K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-109K- 44.84% |
$6.56M - $6.99M
|
133K
$7.94M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.46K+ 1.68% |
$149K - $159K
|
149K
$8.87M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-350- 1.02% |
$21.2K - $22.5K
|
34K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-574- 12.49% |
$34.7K - $37K
|
4.02K
$239K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.18K- 57.97% |
$71K - $75.7K
|
852
$50.7K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
491+ 18.69% |
$29.7K - $31.6K
|
3.12K
$185K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
713+ 1.4% |
$43.1K - $45.9K
|
51.5K
$3.06M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.9K+ 2.69% |
$657K - $700K
|
415K
$24.7M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
620+ 2.2% |
$37.5K - $39.9K
|
28.9K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
962+ 12.74% |
$58.2K - $62K
|
8.51K
$506K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
69+ 0.61% |
$4.17K - $4.44K
|
11.4K
$680K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
12.6K+ 23.0% |
$764K - $814K
|
67.6K
$4.02M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.99% |
$60.5 - $64.4
|
102
$6.06K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-17- 0.61% |
$1.03K - $1.1K
|
2.76K
$164K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.22K- 5.82% |
$194K - $207K
|
52K
$3.09M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
10.9K+ 11.05% |
$660K - $703K
|
110K
$6.52M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.42K+ 12.43% |
$449K - $478K
|
67.1K
$3.99M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-2.41K- 2.17% |
$146K - $155K
|
109K
$6.47M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.7K+ 8.58% |
$344K - $367K
|
72.1K
$4.29M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
684New |
$41.4K - $44.1K
|
684
$40.7K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-90- 2.47% |
$5.44K - $5.8K
|
3.55K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-12.9K- 11.71% |
$782K - $833K
|
97.5K
$5.8M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-89.4K- 31.92% |
$5.41M - $5.76M
|
191K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-400- 5.23% |
$24.2K - $25.8K
|
7.25K
$431K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
612+ 14.93% |
$37K - $39.4K
|
4.71K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-836K- 99.59% |
$50.5M - $53.8M
|
3.43K
$204K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 52.32% |
$64.8K - $69K
|
976
$58K
|