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
|
Concord Wealth Partners
|
SELL
|
- |
-109K- 44.84% |
$6.56M - $6.99M
|
133K
$8.66M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.46K+ 1.68% |
$149K - $159K
|
149K
$9.68M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-350- 1.02% |
$21.2K - $22.5K
|
34K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-574- 12.49% |
$34.7K - $37K
|
4.02K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.18K- 57.97% |
$71K - $75.7K
|
852
$55.3K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
491+ 18.69% |
$29.7K - $31.6K
|
3.12K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
713+ 1.4% |
$43.1K - $45.9K
|
51.5K
$3.34M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.9K+ 2.69% |
$657K - $700K
|
415K
$26.9M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
620+ 2.2% |
$37.5K - $39.9K
|
28.9K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
962+ 12.74% |
$58.2K - $62K
|
8.51K
$553K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
69+ 0.61% |
$4.17K - $4.44K
|
11.4K
$743K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
12.6K+ 23.0% |
$764K - $814K
|
67.6K
$4.39M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.99% |
$60.5 - $64.4
|
102
$6.62K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-17- 0.61% |
$1.03K - $1.1K
|
2.76K
$179K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
10.9K+ 11.05% |
$660K - $703K
|
110K
$7.12M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.42K+ 12.43% |
$449K - $478K
|
67.1K
$4.36M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-2.41K- 2.17% |
$146K - $155K
|
109K
$7.06M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.7K+ 8.58% |
$344K - $367K
|
72.1K
$4.68M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
684New |
$41.4K - $44.1K
|
684
$44.4K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-90- 2.47% |
$5.44K - $5.8K
|
3.55K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-12.9K- 11.71% |
$782K - $833K
|
97.5K
$6.33M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-89.4K- 31.92% |
$5.41M - $5.76M
|
191K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-400- 5.23% |
$24.2K - $25.8K
|
7.25K
$471K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
612+ 14.93% |
$37K - $39.4K
|
4.71K
$306K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-836K- 99.59% |
$50.5M - $53.8M
|
3.43K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 52.32% |
$64.8K - $69K
|
976
$63.4K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
204K+ 33.79% |
$12.4M - $13.2M
|
809K
$52.5M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 8.96% |
$133K - $141K
|
26.7K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.31KNew |
$200K - $213K
|
3.31K
$215K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
585+ 7.92% |
$35.4K - $37.7K
|
7.97K
$517K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
460+ 6.61% |
$27.8K - $29.6K
|
7.42K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-4.48K- 16.14% |
$271K - $288K
|
23.3K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
687+ 20.27% |
$41.5K - $44.3K
|
4.08K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.53KNew |
$274K - $292K
|
4.53K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-40.8K- 26.86% |
$2.47M - $2.63M
|
111K
$7.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
141K+ 37.51% |
$8.55M - $9.11M
|
518K
$33.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.99KNew |
$362K - $386K
|
5.99K
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
24.2K+ 14.01% |
$1.47M - $1.56M
|
197K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-35- 0.24% |
$2.12K - $2.25K
|
14.4K
$936K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.64K+ 3.63% |
$220K - $235K
|
104K
$6.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.35K+ 10.49% |
$142K - $151K
|
24.8K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
794+ 5.49% |
$48K - $51.1K
|
15.3K
$991K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
108+ 0.37% |
$6.53K - $6.96K
|
29.7K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.4KNew |
$1.6M - $1.7M
|
26.4K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
504New |
$30.5K - $32.5K
|
504
$32.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-6.8K- 12.89% |
$411K - $438K
|
46K
$2.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-900- 1.73% |
$54.4K - $58K
|
51.1K
$3.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-645- 36.84% |
$39K - $41.6K
|
1.11K
$71.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.76K- 1.59% |
$167K - $178K
|
171K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.56K+ 18.31% |
$94.6K - $101K
|
10.1K
$656K
|