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 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-538- 2.23% |
$32.5K - $34.7K
|
23.6K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.5K+ 9.13% |
$90.6K - $96.6K
|
17.9K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-1.37K- 2.74% |
$82.9K - $88.3K
|
48.6K
$3.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.81K- 2.23% |
$170K - $181K
|
123K
$7.98M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.07K+ 2.27% |
$246K - $262K
|
183K
$11.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.16K+ 13.06% |
$70K - $74.6K
|
10K
$651K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.1K+ 36.33% |
$1.27M - $1.36M
|
79.1K
$5.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-434- 4.17% |
$26.2K - $28K
|
9.96K
$647K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.85KNew |
$233K - $248K
|
3.85K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.57K- 44.76% |
$216K - $230K
|
4.41K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.73K+ 1.48% |
$104K - $111K
|
118K
$7.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-139- 16.35% |
$8.4K - $8.95K
|
711
$46.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.94K+ 1.41% |
$178K - $190K
|
211K
$13.7M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-132K- 76.98% |
$7.96M - $8.48M
|
39.4K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
27+ 0.51% |
$1.63K - $1.74K
|
5.3K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.68K- 1.09% |
$101K - $108K
|
153K
$9.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-859- 0.74% |
$51.9K - $55.3K
|
115K
$7.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.72K+ 3.93% |
$346K - $368K
|
151K
$9.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
39.1K+ 5.4% |
$2.36M - $2.52M
|
763K
$49.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
114+ 2.68% |
$6.89K - $7.34K
|
4.36K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.97K- 2.73% |
$119K - $127K
|
70.2K
$4.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.3K- 6.84% |
$502K - $534K
|
113K
$7.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.96K- 23.31% |
$118K - $126K
|
6.43K
$418K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-259- 2.44% |
$15.7K - $16.7K
|
10.4K
$673K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-34.4K- 51.55% |
$2.08M - $2.22M
|
32.4K
$2.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.27K- 31.25% |
$77K - $82K
|
2.8K
$182K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-20.1K- 10.89% |
$1.22M - $1.3M
|
165K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.4K+ 8.82% |
$84.7K - $90.3K
|
17.3K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.56K- 0.55% |
$94.4K - $101K
|
281K
$18.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
539+ 1.88% |
$32.6K - $34.7K
|
29.3K
$1.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.56K- 15.01% |
$155K - $165K
|
14.5K
$940K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
309+ 0.42% |
$18.7K - $19.9K
|
74.2K
$4.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
385New |
$23.3K - $24.8K
|
385
$25K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.3K+ 98.21% |
$804K - $857K
|
26.8K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
2.14K+ 11.14% |
$129K - $138K
|
21.3K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.17K+ 4.51% |
$70.8K - $75.4K
|
27.1K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.89K- 33.12% |
$296K - $315K
|
9.88K
$641K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
2.63K+ 40.47% |
$159K - $169K
|
9.11K
$591K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15K+ 41.54% |
$909K - $969K
|
51.2K
$3.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
20+ 0.28% |
$1.21K - $1.29K
|
7.14K
$464K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.34K+ 1.94% |
$81.3K - $86.6K
|
70.8K
$4.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-780- 1.79% |
$47.2K - $50.2K
|
42.8K
$2.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.07K- 0.52% |
$64.9K - $69.1K
|
204K
$13.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$121 - $129
|
8.23K
$534K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.73K+ 113.89% |
$467K - $498K
|
14.5K
$942K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31.8K+ 8.22% |
$1.92M - $2.05M
|
418K
$27.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.25K- 42.32% |
$318K - $338K
|
7.16K
$465K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
67+ 0.06% |
$4.05K - $4.32K
|
115K
$7.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-544- 0.67% |
$32.9K - $35K
|
81K
$5.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-55.6K- 95.72% |
$3.36M - $3.58M
|
2.49K
$161K
|