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
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.26KNew |
$197K - $210K
|
3.26K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-320- 1.1% |
$19.3K - $20.6K
|
28.8K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
5.08K+ 2.22% |
$307K - $327K
|
234K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29+ 0.06% |
$1.75K - $1.87K
|
47.9K
$3.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.54K- 1.5% |
$456K - $486K
|
496K
$32.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
187+ 60.71% |
$11.3K - $12K
|
495
$32.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
46.6K+ 230.5% |
$2.82M - $3M
|
66.9K
$4.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
142New |
$8.59K - $9.15K
|
142
$9.22K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-1.84K- 28.44% |
$111K - $118K
|
4.62K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
7.82K+ 24.92% |
$472K - $503K
|
39.2K
$2.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
280+ 1.04% |
$16.9K - $18K
|
27.3K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-203K- 14.45% |
$12.3M - $13.1M
|
1.2M
$77.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
11.6K+ 39.68% |
$703K - $749K
|
40.9K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.2K+ 16.52% |
$922K - $982K
|
108K
$6.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
285+ 1.12% |
$17.2K - $18.4K
|
25.7K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.08K+ 4.07% |
$126K - $134K
|
53.2K
$3.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.75K- 10.63% |
$106K - $113K
|
14.7K
$954K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.02K+ 1.53% |
$545K - $581K
|
598K
$38.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-37.8K- 14.07% |
$2.28M - $2.43M
|
231K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-185- 3.03% |
$11.2K - $11.9K
|
5.93K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
570+ 2.25% |
$34.5K - $36.7K
|
25.9K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-2.31K- 5.39% |
$140K - $149K
|
40.6K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.91KNew |
$236K - $252K
|
3.91K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$98.2K - $105K
|
1.63K
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 3.42% |
$134K - $142K
|
66.8K
$4.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
664KNew |
$40.2M - $42.8M
|
664K
$43.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.81K+ 1.55% |
$170K - $181K
|
184K
$11.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
610+ 3.54% |
$36.9K - $39.3K
|
17.8K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-242- 0.73% |
$14.6K - $15.6K
|
32.8K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-10.2K- 14.62% |
$618K - $659K
|
59.7K
$3.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
526+ 131.5% |
$31.8K - $33.9K
|
926
$60.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1K+ 209.85% |
$60.5K - $64.5K
|
1.48K
$95.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-231- 2.07% |
$14K - $14.9K
|
10.9K
$708K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
121+ 2.6% |
$7.32K - $7.79K
|
4.77K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
29.4K+ 496.65% |
$1.77M - $1.89M
|
35.3K
$2.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-791- 0.3% |
$47.8K - $51K
|
260K
$16.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-110K- 40.5% |
$6.63M - $7.06M
|
161K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.33K+ 2.02% |
$201K - $214K
|
168K
$10.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 9.75% |
$72.6K - $77.4K
|
11.1K
$722K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
366+ 2.46% |
$22.1K - $23.6K
|
15.3K
$991K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
79+ 0.07% |
$4.78K - $5.09K
|
107K
$6.94M
|
|
|
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
$115M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-62.2K- 82.57% |
$3.76M - $4.01M
|
13.1K
$852K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.91K+ 1.93% |
$478K - $510K
|
419K
$27.2M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9.28K+ 1.58% |
$561K - $598K
|
598K
$38.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
496+ 10.58% |
$30K - $32K
|
5.19K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-19.6K- 11.59% |
$1.18M - $1.26M
|
149K
$9.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.2KNew |
$797K - $849K
|
13.2K
$856K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
16.2K+ 4.11% |
$982K - $1.05M
|
411K
$26.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
277+ 1.11% |
$16.7K - $17.8K
|
25.1K
$1.63M
|