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 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$60.5 - $64.4
|
1.73K
$112K
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-8.07K- 7.17% |
$488K - $520K
|
104K
$6.78M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.22K+ 161.63% |
$376K - $401K
|
10.1K
$654K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.2K+ 1.26% |
$860K - $916K
|
1.14M
$74.1M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.28K+ 1.39% |
$77.6K - $82.7K
|
93.7K
$6.08M
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
17.3KNew |
$1.05M - $1.12M
|
17.3K
$1.13M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-212- 17.22% |
$12.8K - $13.7K
|
1.02K
$66.1K
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2+ 0.01% |
$121 - $129
|
26.8K
$1.74M
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
18+ 0.51% |
$1.09K - $1.16K
|
3.55K
$231K
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7.1K+ 1.04% |
$429K - $457K
|
691K
$44.9M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.2K- 7.07% |
$737K - $785K
|
160K
$10.4M
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-664- 61.14% |
$40.1K - $42.8K
|
422
$27.4K
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.37K+ 20.49% |
$385K - $410K
|
37.5K
$2.43M
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
206New |
$12.5K - $13.3K
|
206
$13.4K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-494- 1.16% |
$29.9K - $31.8K
|
42.2K
$2.74M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.52K- 24.2% |
$92.1K - $98.2K
|
4.77K
$310K
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2K+ 7.41% |
$121K - $129K
|
29K
$1.88M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-38K- 6.77% |
$2.3M - $2.45M
|
524K
$34M
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.78K- 12.61% |
$108K - $115K
|
12.4K
$803K
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
30+ 0.23% |
$1.81K - $1.93K
|
12.8K
$831K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
721+ 10.23% |
$43.6K - $46.4K
|
7.77K
$504K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.91K- 3.34% |
$115K - $123K
|
55.2K
$3.58M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-577- 29.5% |
$34.9K - $37.2K
|
1.38K
$89.5K
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.25K+ 20.25% |
$136K - $145K
|
13.3K
$866K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.6K- 6.46% |
$96.7K - $103K
|
23.2K
$1.5M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
653+ 7.28% |
$39.5K - $42.1K
|
9.62K
$625K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
906+ 2.26% |
$54.8K - $58.4K
|
41K
$2.66M
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
5.02KNew |
$304K - $324K
|
5.02K
$326K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.31% |
$181 - $193
|
972
$63.1K
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10.2K+ 3.35% |
$618K - $659K
|
315K
$20.5M
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.47K- 0.56% |
$512K - $546K
|
1.51M
$97.8M
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-8- 0.04% |
$484 - $515
|
18.5K
$1.2M
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-37.1K- 91.94% |
$2.24M - $2.39M
|
3.26K
$211K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
702New |
$42.4K - $45.2K
|
702
$45.6K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-453K- 2.61% |
$27.4M - $29.2M
|
16.9M
$1.1B
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
31.9K+ 3.52% |
$1.93M - $2.05M
|
936K
$60.8M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.58K+ 3.93% |
$95.3K - $102K
|
41.8K
$2.71M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.69K- 24.63% |
$344K - $366K
|
17.4K
$1.13M
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-120K- 57.67% |
$7.25M - $7.72M
|
88K
$5.71M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.67KNew |
$222K - $236K
|
3.67K
$238K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-16- 8.84% |
$967 - $1.03K
|
165
$10.7K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
347+ 3.53% |
$21K - $22.4K
|
10.2K
$660K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
72+ 0.36% |
$4.35K - $4.64K
|
19.8K
$1.29M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.52K+ 7.61% |
$153K - $163K
|
35.7K
$2.32M
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
558+ 6.78% |
$33.7K - $35.9K
|
8.79K
$570K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
605+ 2.65% |
$36.6K - $39K
|
23.4K
$1.52M
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
44.1K+ 12.58% |
$2.67M - $2.84M
|
395K
$25.6M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-10.1K- 9.35% |
$612K - $652K
|
98.1K
$6.37M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.8K+ 16.71% |
$411K - $438K
|
47.5K
$3.08M
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4.89K- 25.64% |
$296K - $315K
|
14.2K
$921K
|