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 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-657- 25.94% |
$39.7K - $42.3K
|
1.88K
$122K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 2.94% |
$15.1K - $16.1K
|
8.25K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.4K- 18.96% |
$84.6K - $90.2K
|
5.99K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.01KNew |
$303K - $322K
|
5.01K
$325K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
116+ 0.35% |
$7.01K - $7.47K
|
33.3K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-295- 1.88% |
$17.8K - $19K
|
15.4K
$999K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
985+ 4.83% |
$59.6K - $63.5K
|
21.4K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.9K- 1.26% |
$175K - $187K
|
227K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-873- 0.95% |
$52.8K - $56.2K
|
91.4K
$5.93M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-30.4K- 17.61% |
$1.84M - $1.96M
|
142K
$9.24M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-584- 10.58% |
$35.3K - $37.6K
|
4.94K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.57K+ 23.4% |
$216K - $230K
|
18.8K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
975+ 1.92% |
$58.9K - $62.8K
|
51.8K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
24.1KNew |
$1.46M - $1.55M
|
24.1K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-30.1K- 20.19% |
$1.82M - $1.94M
|
119K
$7.72M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
941K+ 6.38% |
$56.9M - $60.6M
|
15.7M
$1.02B
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.98K+ 14.83% |
$120K - $128K
|
15.4K
$997K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.8K+ 6.78% |
$472K - $503K
|
123K
$7.98M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
26+ 0.36% |
$1.57K - $1.67K
|
7.22K
$468K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
198+ 0.31% |
$12K - $12.8K
|
63.9K
$4.15M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
495+ 2.01% |
$29.9K - $31.9K
|
25.2K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-464- 2.62% |
$28.1K - $29.9K
|
17.2K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-713- 2.98% |
$43.1K - $45.9K
|
23.2K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
6.87KNew |
$415K - $442K
|
6.87K
$446K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-65K- 61.9% |
$3.93M - $4.19M
|
40K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.61K+ 2.99% |
$97.5K - $104K
|
55.6K
$3.61M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.78KNew |
$107K - $114K
|
1.78K
$115K
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.36KNew |
$203K - $216K
|
3.36K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.04K+ 1.62% |
$304K - $324K
|
315K
$20.5M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 1.26% |
$1.21K - $1.29K
|
1.61K
$105K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
35+ 0.45% |
$2.12K - $2.25K
|
7.79K
$506K
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-384- 6.79% |
$23.2K - $24.7K
|
5.27K
$342K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
571+ 1.18% |
$34.5K - $36.8K
|
49.1K
$3.19M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.15K+ 0.1% |
$69.5K - $74.1K
|
1.2M
$77.9M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.32K+ 8.42% |
$79.6K - $84.8K
|
17K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-462K- 67.03% |
$27.9M - $29.8M
|
227K
$14.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.6K- 20.78% |
$764K - $814K
|
48.1K
$3.13M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.45K+ 23.71% |
$329K - $351K
|
28.4K
$1.84M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.01K+ 14.79% |
$61.3K - $65.3K
|
7.87K
$511K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
631+ 0.87% |
$38.2K - $40.6K
|
73.2K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
70+ 0.26% |
$4.23K - $4.51K
|
27.1K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.2K+ 8.06% |
$1.64M - $1.75M
|
365K
$23.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.9K+ 1.64% |
$1.99M - $2.12M
|
2.03M
$132M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-399- 8.61% |
$24.1K - $25.7K
|
4.24K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.6K- 4.95% |
$1.06M - $1.13M
|
338K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 4.82% |
$80.2K - $85.4K
|
26.2K
$1.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-13.8K- 6.56% |
$833K - $888K
|
196K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.75K- 9.94% |
$167K - $177K
|
25K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-586- 1.98% |
$35.4K - $37.8K
|
29K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$60.5 - $64.4
|
1.73K
$112K
|