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 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.18K- 13.7% |
$71.5K - $76.2K
|
7.45K
$484K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.92K+ 8.48% |
$358K - $381K
|
75.7K
$4.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.9K- 31.95% |
$115K - $122K
|
4.04K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-12.8K- 1.63% |
$777K - $828K
|
774K
$50.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.56K- 20.14% |
$94.4K - $101K
|
6.19K
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.06K+ 4.86% |
$64K - $68.2K
|
22.8K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.76K- 22.2% |
$106K - $113K
|
6.17K
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.01K- 5.03% |
$60.8K - $64.7K
|
19K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
5+ 0.05% |
$302 - $322
|
10.4K
$672K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-387- 24.13% |
$23.4K - $24.9K
|
1.22K
$79K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.33K- 8.46% |
$80.4K - $85.6K
|
14.4K
$934K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-616- 1.72% |
$37.2K - $39.7K
|
35.3K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2K+ 1.33% |
$121K - $129K
|
152K
$9.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.59K- 6.35% |
$96.2K - $102K
|
23.5K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
633+ 2.69% |
$38.3K - $40.8K
|
24.1K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-640- 4.86% |
$38.7K - $41.2K
|
12.5K
$814K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.51K+ 2.05% |
$212K - $226K
|
175K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-136K- 4.33% |
$8.22M - $8.76M
|
3.01M
$195M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
300New |
$18.1K - $19.3K
|
300
$19.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
500+ 2.24% |
$30.2K - $32.2K
|
22.9K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.08K- 8.19% |
$65.1K - $69.3K
|
12.1K
$783K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
109K+ 356.21% |
$6.6M - $7.03M
|
140K
$9.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.97K+ 5.43% |
$179K - $191K
|
57.7K
$3.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.15KNew |
$69.3K - $73.9K
|
1.15K
$74.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-204- 2.43% |
$12.3K - $13.1K
|
8.18K
$531K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
375+ 3.3% |
$22.7K - $24.2K
|
11.7K
$762K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.43K- 0.41% |
$86.3K - $91.9K
|
347K
$22.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.71K+ 2.14% |
$284K - $303K
|
225K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.26K- 1.4% |
$137K - $146K
|
160K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.15M- 10.82% |
$69.7M - $74.3M
|
9.51M
$617M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
874+ 5.04% |
$52.8K - $56.3K
|
18.2K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 156.24% |
$869K - $926K
|
23.6K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
13.1K+ 260.23% |
$791K - $843K
|
18.1K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44.8K- 83.02% |
$2.71M - $2.89M
|
9.16K
$595K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.32K+ 4.55% |
$563K - $600K
|
214K
$13.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3+ 0.1% |
$181 - $193
|
2.95K
$191K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
147K+ 15.05% |
$8.88M - $9.46M
|
1.12M
$72.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-10.2K- 7.75% |
$617K - $658K
|
122K
$7.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-581- 7.71% |
$35.1K - $37.4K
|
6.95K
$451K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.31K+ 9.27% |
$261K - $278K
|
50.8K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.85K- 11.34% |
$172K - $183K
|
22.3K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1+ 0.02% |
$60.5 - $64.4
|
5.71K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22+ 3.67% |
$1.33K - $1.42K
|
622
$40.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5+ 0.07% |
$302 - $322
|
6.83K
$443K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.59K+ 2.87% |
$459K - $489K
|
272K
$17.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
238New |
$14.4K - $15.3K
|
238
$15.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.13K+ 45.71% |
$189K - $202K
|
9.99K
$648K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-994- 10.98% |
$60.1K - $64K
|
8.06K
$523K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.35K+ 2.28% |
$81.9K - $87.2K
|
60.9K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-78- 2.44% |
$4.72K - $5.02K
|
3.12K
$202K
|