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 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.75K- 10.63% |
$106K - $113K
|
14.7K
$874K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.02K+ 1.53% |
$545K - $581K
|
598K
$35.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-37.8K- 14.07% |
$2.28M - $2.43M
|
231K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-185- 3.03% |
$11.2K - $11.9K
|
5.93K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
570+ 2.25% |
$34.5K - $36.7K
|
25.9K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-2.31K- 5.39% |
$140K - $149K
|
40.6K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.91KNew |
$236K - $252K
|
3.91K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$98.2K - $105K
|
1.63K
$96.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.02K+ 11.5% |
$183K - $195K
|
29.3K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 3.42% |
$134K - $142K
|
66.8K
$3.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
664KNew |
$40.2M - $42.8M
|
664K
$39.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.81K+ 1.55% |
$170K - $181K
|
184K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
610+ 3.54% |
$36.9K - $39.3K
|
17.8K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-242- 0.73% |
$14.6K - $15.6K
|
32.8K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-10.2K- 14.62% |
$618K - $659K
|
59.7K
$3.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
526+ 131.5% |
$31.8K - $33.9K
|
926
$55.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1K+ 209.85% |
$60.5K - $64.5K
|
1.48K
$87.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-231- 2.07% |
$14K - $14.9K
|
10.9K
$648K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
121+ 2.6% |
$7.32K - $7.79K
|
4.77K
$283K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
29.4K+ 496.65% |
$1.77M - $1.89M
|
35.3K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-791- 0.3% |
$47.8K - $51K
|
260K
$15.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-110K- 40.5% |
$6.63M - $7.06M
|
161K
$9.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.33K+ 2.02% |
$201K - $214K
|
168K
$9.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 9.75% |
$72.6K - $77.4K
|
11.1K
$661K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
366+ 2.46% |
$22.1K - $23.6K
|
15.3K
$908K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
79+ 0.07% |
$4.78K - $5.09K
|
107K
$6.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28.3K+ 1.63% |
$1.71M - $1.82M
|
1.77M
$105M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-62.2K- 82.57% |
$3.76M - $4.01M
|
13.1K
$780K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.91K+ 1.93% |
$478K - $510K
|
419K
$24.9M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9.28K+ 1.58% |
$561K - $598K
|
598K
$35.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
496+ 10.58% |
$30K - $32K
|
5.19K
$308K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-19.6K- 11.59% |
$1.18M - $1.26M
|
149K
$8.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.01% |
$60.5 - $64.4
|
7.14K
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.2KNew |
$797K - $849K
|
13.2K
$784K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
16.2K+ 4.11% |
$982K - $1.05M
|
411K
$24.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
277+ 1.11% |
$16.7K - $17.8K
|
25.1K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
381+ 4.1% |
$23K - $24.5K
|
9.67K
$575K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.74K+ 8.18% |
$165K - $176K
|
36.2K
$2.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-668- 25.79% |
$40.4K - $43K
|
1.92K
$114K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
554+ 2.24% |
$33.5K - $35.7K
|
25.3K
$1.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-883- 6.15% |
$53.4K - $56.9K
|
13.5K
$802K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.25K+ 8.22% |
$257K - $274K
|
55.9K
$3.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
500+ 0.31% |
$30.2K - $32.2K
|
164K
$9.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-536- 0.36% |
$32.4K - $34.5K
|
147K
$8.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
81+ 0.35% |
$4.9K - $5.22K
|
23.1K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
287+ 235.25% |
$17.4K - $18.5K
|
409
$24.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.98K+ 2.6% |
$120K - $128K
|
78K
$4.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
32.1K+ 58.76% |
$1.94M - $2.07M
|
86.7K
$5.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
36K+ 11.75% |
$2.18M - $2.32M
|
342K
$20.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
719+ 2.88% |
$43.5K - $46.3K
|
25.7K
$1.53M
|