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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
375+ 3.3% |
$22.7K - $24.2K
|
11.7K
$698K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.43K- 0.41% |
$86.3K - $91.9K
|
347K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.71K+ 2.14% |
$284K - $303K
|
225K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.26K- 1.4% |
$137K - $146K
|
160K
$9.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.15M- 10.82% |
$69.7M - $74.3M
|
9.51M
$565M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
874+ 5.04% |
$52.8K - $56.3K
|
18.2K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 156.24% |
$869K - $926K
|
23.6K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
13.1K+ 260.23% |
$791K - $843K
|
18.1K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44.8K- 83.02% |
$2.71M - $2.89M
|
9.16K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.32K+ 4.55% |
$563K - $600K
|
214K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3+ 0.1% |
$181 - $193
|
2.95K
$175K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
147K+ 15.05% |
$8.88M - $9.46M
|
1.12M
$66.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-10.2K- 7.75% |
$617K - $658K
|
122K
$7.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-581- 7.71% |
$35.1K - $37.4K
|
6.95K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.31K+ 9.27% |
$261K - $278K
|
50.8K
$3.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.85K- 11.34% |
$172K - $183K
|
22.3K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1+ 0.02% |
$60.5 - $64.4
|
5.71K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22+ 3.67% |
$1.33K - $1.42K
|
622
$37K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5+ 0.07% |
$302 - $322
|
6.83K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.59K+ 2.87% |
$459K - $489K
|
272K
$16.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
238New |
$14.4K - $15.3K
|
238
$14.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.13K+ 45.71% |
$189K - $202K
|
9.99K
$594K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-994- 10.98% |
$60.1K - $64K
|
8.06K
$479K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.35K+ 2.28% |
$81.9K - $87.2K
|
60.9K
$3.62M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-78- 2.44% |
$4.72K - $5.02K
|
3.12K
$185K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-538- 2.23% |
$32.5K - $34.7K
|
23.6K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.5K+ 9.13% |
$90.6K - $96.6K
|
17.9K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-1.37K- 2.74% |
$82.9K - $88.3K
|
48.6K
$2.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.81K- 2.23% |
$170K - $181K
|
123K
$7.31M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.07K+ 2.27% |
$246K - $262K
|
183K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.16K+ 13.06% |
$70K - $74.6K
|
10K
$596K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.1K+ 36.33% |
$1.27M - $1.36M
|
79.1K
$4.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-434- 4.17% |
$26.2K - $28K
|
9.96K
$592K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.85KNew |
$233K - $248K
|
3.85K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.57K- 44.76% |
$216K - $230K
|
4.41K
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-139K- 42.99% |
$8.43M - $8.99M
|
185K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.73K+ 1.48% |
$104K - $111K
|
118K
$7.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-139- 16.35% |
$8.4K - $8.95K
|
711
$42.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.94K+ 1.41% |
$178K - $190K
|
211K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-132K- 76.98% |
$7.96M - $8.48M
|
39.4K
$2.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
27+ 0.51% |
$1.63K - $1.74K
|
5.3K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.68K- 1.09% |
$101K - $108K
|
153K
$9.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-859- 0.74% |
$51.9K - $55.3K
|
115K
$6.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.72K+ 3.93% |
$346K - $368K
|
151K
$8.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
39.1K+ 5.4% |
$2.36M - $2.52M
|
763K
$45.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
114+ 2.68% |
$6.89K - $7.34K
|
4.36K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.97K- 2.73% |
$119K - $127K
|
70.2K
$4.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.3K- 6.84% |
$502K - $534K
|
113K
$6.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.96K- 23.31% |
$118K - $126K
|
6.43K
$382K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-259- 2.44% |
$15.7K - $16.7K
|
10.4K
$617K
|