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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
204K+ 33.79% |
$12.4M - $13.2M
|
809K
$48.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 8.96% |
$133K - $141K
|
26.7K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.31KNew |
$200K - $213K
|
3.31K
$197K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
585+ 7.92% |
$35.4K - $37.7K
|
7.97K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
460+ 6.61% |
$27.8K - $29.6K
|
7.42K
$441K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-4.48K- 16.14% |
$271K - $288K
|
23.3K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
687+ 20.27% |
$41.5K - $44.3K
|
4.08K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.53KNew |
$274K - $292K
|
4.53K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-40.8K- 26.86% |
$2.47M - $2.63M
|
111K
$6.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
141K+ 37.51% |
$8.55M - $9.11M
|
518K
$30.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.99KNew |
$362K - $386K
|
5.99K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
24.2K+ 14.01% |
$1.47M - $1.56M
|
197K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
390+ 1.11% |
$23.6K - $25.1K
|
35.4K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-35- 0.24% |
$2.12K - $2.25K
|
14.4K
$857K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.64K+ 3.63% |
$220K - $235K
|
104K
$6.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.35K+ 10.49% |
$142K - $151K
|
24.8K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
794+ 5.49% |
$48K - $51.1K
|
15.3K
$908K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
108+ 0.37% |
$6.53K - $6.96K
|
29.7K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.4KNew |
$1.6M - $1.7M
|
26.4K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
504New |
$30.5K - $32.5K
|
504
$30K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-6.8K- 12.89% |
$411K - $438K
|
46K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-900- 1.73% |
$54.4K - $58K
|
51.1K
$3.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-645- 36.84% |
$39K - $41.6K
|
1.11K
$65.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.76K- 1.59% |
$167K - $178K
|
171K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.56K+ 18.31% |
$94.6K - $101K
|
10.1K
$601K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.18K- 13.7% |
$71.5K - $76.2K
|
7.45K
$443K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.92K+ 8.48% |
$358K - $381K
|
75.7K
$4.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.9K- 31.95% |
$115K - $122K
|
4.04K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-12.8K- 1.63% |
$777K - $828K
|
774K
$46M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.56K- 20.14% |
$94.4K - $101K
|
6.19K
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.06K+ 4.86% |
$64K - $68.2K
|
22.8K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.76K- 22.2% |
$106K - $113K
|
6.17K
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.01K- 5.03% |
$60.8K - $64.7K
|
19K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
5+ 0.05% |
$302 - $322
|
10.4K
$615K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-387- 24.13% |
$23.4K - $24.9K
|
1.22K
$72.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.33K- 8.46% |
$80.4K - $85.6K
|
14.4K
$855K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-616- 1.72% |
$37.2K - $39.7K
|
35.3K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2K+ 1.33% |
$121K - $129K
|
152K
$9.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.59K- 6.35% |
$96.2K - $102K
|
23.5K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
633+ 2.69% |
$38.3K - $40.8K
|
24.1K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-640- 4.86% |
$38.7K - $41.2K
|
12.5K
$745K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.51K+ 2.05% |
$212K - $226K
|
175K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-136K- 4.33% |
$8.22M - $8.76M
|
3.01M
$179M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
300New |
$18.1K - $19.3K
|
300
$17.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
500+ 2.24% |
$30.2K - $32.2K
|
22.9K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.08K- 8.19% |
$65.1K - $69.3K
|
12.1K
$717K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
109K+ 356.21% |
$6.6M - $7.03M
|
140K
$8.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.97K+ 5.43% |
$179K - $191K
|
57.7K
$3.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.15KNew |
$69.3K - $73.9K
|
1.15K
$68.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-204- 2.43% |
$12.3K - $13.1K
|
8.18K
$486K
|