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 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-34.4K- 51.55% |
$2.08M - $2.22M
|
32.4K
$1.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
839+ 7.38% |
$50.7K - $54K
|
12.2K
$725K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.27K- 31.25% |
$77K - $82K
|
2.8K
$166K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-20.1K- 10.89% |
$1.22M - $1.3M
|
165K
$9.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.4K+ 8.82% |
$84.7K - $90.3K
|
17.3K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.56K- 0.55% |
$94.4K - $101K
|
281K
$16.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
539+ 1.88% |
$32.6K - $34.7K
|
29.3K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.56K- 15.01% |
$155K - $165K
|
14.5K
$861K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
309+ 0.42% |
$18.7K - $19.9K
|
74.2K
$4.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
385New |
$23.3K - $24.8K
|
385
$22.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.3K+ 98.21% |
$804K - $857K
|
26.8K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
2.14K+ 11.14% |
$129K - $138K
|
21.3K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.17K+ 4.51% |
$70.8K - $75.4K
|
27.1K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.89K- 33.12% |
$296K - $315K
|
9.88K
$587K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
2.63K+ 40.47% |
$159K - $169K
|
9.11K
$542K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15K+ 41.54% |
$909K - $969K
|
51.2K
$3.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
20+ 0.28% |
$1.21K - $1.29K
|
7.14K
$425K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.34K+ 1.94% |
$81.3K - $86.6K
|
70.8K
$4.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3.1K+ 0.61% |
$187K - $200K
|
512K
$30.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-780- 1.79% |
$47.2K - $50.2K
|
42.8K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.07K- 0.52% |
$64.9K - $69.1K
|
204K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$121 - $129
|
8.23K
$489K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.73K+ 113.89% |
$467K - $498K
|
14.5K
$863K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31.8K+ 8.22% |
$1.92M - $2.05M
|
418K
$24.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.25K- 42.32% |
$318K - $338K
|
7.16K
$426K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
67+ 0.06% |
$4.05K - $4.32K
|
115K
$6.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-544- 0.67% |
$32.9K - $35K
|
81K
$4.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-55.6K- 95.72% |
$3.36M - $3.58M
|
2.49K
$148K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-47- 20.52% |
$2.84K - $3.03K
|
182
$10.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.13% |
$484 - $515
|
6.24K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
54.6K+ 7.06% |
$3.3M - $3.52M
|
828K
$49.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.33K+ 0.31% |
$80.2K - $85.4K
|
424K
$25.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.44K- 20.92% |
$148K - $157K
|
9.24K
$549K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
107+ 0.49% |
$6.47K - $6.89K
|
21.8K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-994- 2.79% |
$60.1K - $64K
|
34.6K
$2.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7.75K+ 152.33% |
$468K - $499K
|
12.8K
$763K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-341- 8.73% |
$20.6K - $22K
|
3.57K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-2.25K- 6.36% |
$136K - $145K
|
33.2K
$1.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.1K- 8.79% |
$66.7K - $71.1K
|
11.4K
$680K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
225+ 7.59% |
$13.6K - $14.5K
|
3.19K
$190K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-6.68K- 9.65% |
$404K - $431K
|
62.6K
$3.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.07K- 2.63% |
$125K - $133K
|
76.4K
$4.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
73+ 0.51% |
$4.41K - $4.7K
|
14.5K
$863K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.55K+ 8.54% |
$396K - $422K
|
83.3K
$4.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.09K+ 16.8% |
$66K - $70.3K
|
7.59K
$451K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.31K- 38.73% |
$139K - $149K
|
3.65K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-661- 4.73% |
$40K - $42.6K
|
13.3K
$792K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-592- 31.19% |
$35.8K - $38.1K
|
1.31K
$77.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.72KNew |
$467K - $497K
|
7.72K
$459K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-71- 1.53% |
$4.29K - $4.57K
|
4.58K
$272K
|