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 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-47- 20.52% |
$2.84K - $3.03K
|
182
$11.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.13% |
$484 - $515
|
6.24K
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
54.6K+ 7.06% |
$3.3M - $3.52M
|
828K
$53.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.33K+ 0.31% |
$80.2K - $85.4K
|
424K
$27.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.44K- 20.92% |
$148K - $157K
|
9.24K
$600K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
107+ 0.49% |
$6.47K - $6.89K
|
21.8K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-994- 2.79% |
$60.1K - $64K
|
34.6K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7.75K+ 152.33% |
$468K - $499K
|
12.8K
$833K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-341- 8.73% |
$20.6K - $22K
|
3.57K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-2.25K- 6.36% |
$136K - $145K
|
33.2K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
225+ 7.59% |
$13.6K - $14.5K
|
3.19K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-6.68K- 9.65% |
$404K - $431K
|
62.6K
$4.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.07K- 2.63% |
$125K - $133K
|
76.4K
$4.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.55K+ 8.54% |
$396K - $422K
|
83.3K
$5.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.09K+ 16.8% |
$66K - $70.3K
|
7.59K
$493K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.31K- 38.73% |
$139K - $149K
|
3.65K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-661- 4.73% |
$40K - $42.6K
|
13.3K
$865K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-592- 31.19% |
$35.8K - $38.1K
|
1.31K
$84.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.72KNew |
$467K - $497K
|
7.72K
$501K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-71- 1.53% |
$4.29K - $4.57K
|
4.58K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-2.38K- 4.43% |
$144K - $153K
|
51.2K
$3.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-5.83K- 40.73% |
$352K - $375K
|
8.48K
$550K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.55K+ 5.67% |
$93.4K - $99.5K
|
28.8K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.71K- 57.25% |
$103K - $110K
|
1.28K
$82.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
6.65K+ 2.31% |
$402K - $429K
|
295K
$19.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
747+ 5.81% |
$45.2K - $48.1K
|
13.6K
$883K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.81K+ 156.69% |
$593K - $632K
|
16.1K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-437- 6.08% |
$26.4K - $28.2K
|
6.75K
$438K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-327- 4.96% |
$19.8K - $21.1K
|
6.26K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.86K+ 11.92% |
$294K - $313K
|
45.6K
$2.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
67.2K+ 917.62% |
$4.06M - $4.33M
|
74.5K
$4.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.39K+ 5.79% |
$145K - $154K
|
43.7K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
69.9K+ 87.49% |
$4.23M - $4.51M
|
150K
$9.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.21K+ 17.13% |
$254K - $271K
|
28.8K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.01% |
$60.5 - $64.4
|
11.3K
$733K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.14K- 11.64% |
$129K - $138K
|
16.2K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
794+ 1.9% |
$48K - $51.1K
|
42.6K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-93- 1.55% |
$5.62K - $5.99K
|
5.9K
$383K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.84K+ 1.97% |
$111K - $118K
|
95.2K
$6.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-5.87K- 13.24% |
$355K - $378K
|
38.4K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$121 - $129
|
2
$130
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-317- 1.12% |
$19.2K - $20.4K
|
28K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-760- 3.37% |
$45.9K - $49K
|
21.8K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-36.4K- 23.95% |
$2.2M - $2.35M
|
116K
$7.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10K+ 10.36% |
$606K - $645K
|
107K
$6.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.2K- 2.11% |
$1.28M - $1.36M
|
983K
$63.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.49K- 2.84% |
$90.1K - $96.1K
|
50.9K
$3.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-283K- 31.59% |
$17.1M - $18.2M
|
612K
$39.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.08K+ 6.63% |
$65.5K - $69.8K
|
17.4K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
326+ 1.58% |
$19.7K - $21K
|
21K
$1.36M
|