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 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.52K+ 37.66% |
$152K - $162K
|
9.22K
$548K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-14.6K- 2.61% |
$880K - $937K
|
544K
$32.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.41K- 18.42% |
$85.4K - $91K
|
6.25K
$372K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-313- 2.17% |
$18.9K - $20.2K
|
14.1K
$840K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
923+ 6.29% |
$55.8K - $59.5K
|
15.6K
$927K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
635+ 6.31% |
$38.4K - $40.9K
|
10.7K
$636K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.86K+ 1.51% |
$475K - $507K
|
529K
$31.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-24.2K- 15.8% |
$1.46M - $1.56M
|
129K
$7.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-250- 2.44% |
$15.1K - $16.1K
|
9.98K
$593K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-304- 8.11% |
$18.4K - $19.6K
|
3.45K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
380+ 7.51% |
$23K - $24.5K
|
5.44K
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
13.4K+ 218.27% |
$809K - $862K
|
19.5K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$12.1K - $12.9K
|
200
$11.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.8K+ 2.83% |
$169K - $180K
|
102K
$6.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-390- 18.01% |
$23.6K - $25.1K
|
1.78K
$106K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-45.2K- 13.56% |
$2.73M - $2.91M
|
288K
$17.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
20+ 0.4% |
$1.21K - $1.29K
|
5K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3K- 2.73% |
$182K - $193K
|
107K
$6.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-17.7K- 3.99% |
$1.07M - $1.14M
|
427K
$25.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6.5K+ 120.55% |
$393K - $419K
|
11.9K
$707K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.32K+ 1.35% |
$503K - $536K
|
623K
$37M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.03K- 2.23% |
$62.3K - $66.4K
|
45.1K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.07K+ 47.54% |
$488K - $520K
|
25K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
19.7K+ 9.45% |
$1.19M - $1.27M
|
229K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-51.6K- 83.21% |
$3.12M - $3.32M
|
10.4K
$619K
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-523- 4.9% |
$31.6K - $33.7K
|
10.2K
$604K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-83- 0.26% |
$5.02K - $5.35K
|
31.8K
$1.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-483- 5.39% |
$29.2K - $31.1K
|
8.48K
$504K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-1.53K- 10.1% |
$92.3K - $98.3K
|
13.6K
$808K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.03K- 7.05% |
$123K - $131K
|
26.8K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
13+ 0.49% |
$786 - $837
|
2.69K
$160K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19.1K- 26.67% |
$1.16M - $1.23M
|
52.6K
$3.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-1.14K- 14.55% |
$69.2K - $73.7K
|
6.72K
$399K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-319- 2.03% |
$19.3K - $20.5K
|
15.4K
$914K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-147- 0.41% |
$8.89K - $9.47K
|
35.5K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-222- 1.08% |
$13.4K - $14.3K
|
20.3K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-283- 3.56% |
$17.1K - $18.2K
|
7.66K
$455K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 5.45% |
$72.8K - $77.6K
|
23.3K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
29.7K+ 11.67% |
$1.8M - $1.92M
|
285K
$16.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.9K- 2.1% |
$296K - $315K
|
228K
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-163- 0.62% |
$9.85K - $10.5K
|
26.1K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-1.45K- 3.41% |
$87.9K - $93.7K
|
41.2K
$2.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-916- 2.79% |
$55.4K - $59K
|
31.9K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
47.7K+ 37.63% |
$2.89M - $3.08M
|
175K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-33- 0.22% |
$2K - $2.13K
|
15K
$893K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4.08K+ 4.59% |
$247K - $263K
|
93K
$5.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
7.67K+ 7.42% |
$464K - $494K
|
111K
$6.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
4.09K+ 3.89% |
$247K - $264K
|
109K
$6.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.67KNew |
$282K - $301K
|
4.67K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.84K- 2.2% |
$111K - $119K
|
82K
$4.87M
|