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 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.83K- 9.84% |
$111K - $118K
|
16.8K
$999K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19+ 0.14% |
$1.15K - $1.22K
|
13.3K
$789K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.39K+ 8.74% |
$145K - $154K
|
29.7K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.08K+ 10.94% |
$65.2K - $69.4K
|
10.9K
$650K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
24+ 0.38% |
$1.45K - $1.55K
|
6.29K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
35+ 2.37% |
$2.12K - $2.25K
|
1.51K
$89.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-80- 1.14% |
$4.84K - $5.15K
|
6.94K
$412K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.89KNew |
$235K - $251K
|
3.89K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9.29K+ 3.38% |
$562K - $599K
|
285K
$16.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-665- 16.16% |
$40.2K - $42.8K
|
3.45K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
531+ 11.21% |
$32.1K - $34.2K
|
5.27K
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.72K+ 60.35% |
$286K - $304K
|
12.5K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 37.43% |
$140K - $149K
|
3.88K
$230K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
461+ 0.39% |
$27.9K - $29.7K
|
117K
$6.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.57KNew |
$216K - $230K
|
3.57K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-95- 1.93% |
$5.74K - $6.12K
|
4.82K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
520+ 2.73% |
$31.4K - $33.5K
|
19.6K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.62K+ 4.06% |
$159K - $169K
|
67.3K
$4M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6.88K+ 2.06% |
$416K - $443K
|
341K
$20.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
196+ 1.59% |
$11.9K - $12.6K
|
12.5K
$742K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.47K- 21.89% |
$88.9K - $94.7K
|
5.25K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.71K- 6.11% |
$587K - $626K
|
149K
$8.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.42K- 1.36% |
$146K - $156K
|
175K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$60.5 - $64.4
|
11.8K
$702K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
834+ 15.4% |
$50.4K - $53.7K
|
6.25K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-144K- 52.69% |
$8.71M - $9.28M
|
129K
$7.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
7K+ 2.0% |
$423K - $451K
|
356K
$21.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
208K+ 2.77% |
$12.6M - $13.4M
|
7.7M
$458M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
5+ 0.13% |
$302 - $322
|
3.86K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-314- 1.46% |
$19K - $20.2K
|
21.2K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-13.4K- 13.97% |
$809K - $863K
|
82.4K
$4.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7.72K+ 20.76% |
$467K - $497K
|
44.9K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
187+ 1.62% |
$11.3K - $12K
|
11.8K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 244.13% |
$963K - $1.03M
|
22.5K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.85K- 0.8% |
$112K - $119K
|
228K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-394- 9.53% |
$23.8K - $25.4K
|
3.74K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.15% |
$1.21K - $1.29K
|
13.7K
$814K
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
517+ 0.28% |
$31.3K - $33.3K
|
186K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.26K- 20.14% |
$197K - $210K
|
12.9K
$768K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.16K+ 15.4% |
$70.1K - $74.7K
|
8.69K
$516K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.54K+ 50.23% |
$275K - $293K
|
13.6K
$808K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.56K+ 6.33% |
$215K - $229K
|
59.8K
$3.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.68M- 98.38% |
$223M - $237M
|
60.6K
$3.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
5.84K+ 31.49% |
$353K - $376K
|
24.4K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-173- 0.46% |
$10.5K - $11.1K
|
37.7K
$2.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.14K+ 1.76% |
$371K - $396K
|
355K
$21.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.09K- 19.66% |
$66.1K - $70.5K
|
4.47K
$266K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
3.49K+ 3.39% |
$211K - $225K
|
106K
$6.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.04K- 26.62% |
$304K - $324K
|
13.9K
$825K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-5.88K- 1.6% |
$355K - $378K
|
362K
$21.5M
|