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 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-5.88K- 1.6% |
$355K - $378K
|
362K
$23.5M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
85+ 1.11% |
$5.14K - $5.48K
|
7.73K
$502K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 3.42% |
$700K - $746K
|
351K
$22.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$272K - $290K
|
4.5K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
2.64K+ 2.64% |
$160K - $170K
|
103K
$6.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-28.4K- 14.03% |
$1.72M - $1.83M
|
174K
$11.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.48% |
$423 - $451
|
1.46K
$94.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-57- 10.67% |
$3.45K - $3.67K
|
477
$31K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200+ 3.32% |
$12.1K - $12.9K
|
6.23K
$405K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 39.56% |
$78.6K - $83.7K
|
4.59K
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
51.5K+ 31.81% |
$3.12M - $3.32M
|
214K
$13.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-189- 4.64% |
$11.4K - $12.2K
|
3.89K
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
2.47K+ 1.21% |
$149K - $159K
|
207K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.31K+ 10.34% |
$563K - $600K
|
99.4K
$6.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
6KNew |
$363K - $386K
|
6K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.43K- 7.77% |
$86.5K - $92.2K
|
17K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
218+ 0.77% |
$13.2K - $14K
|
28.4K
$1.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-7.91K- 2.52% |
$478K - $510K
|
307K
$19.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-35- 0.08% |
$2.12K - $2.25K
|
44.6K
$2.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.97K- 27.71% |
$180K - $191K
|
7.76K
$503K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
20.1KNew |
$1.21M - $1.29M
|
20.1K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 11.27% |
$83.1K - $88.6K
|
10.8K
$703K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-540- 32.97% |
$32.6K - $34.8K
|
1.1K
$71.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-496- 8.4% |
$30K - $32K
|
5.41K
$351K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
18.9K+ 5.5% |
$1.14M - $1.22M
|
362K
$23.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.04K+ 8.59% |
$486K - $518K
|
102K
$6.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-62- 0.02% |
$3.75K - $3.99K
|
249K
$16.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-5.98K- 3.07% |
$362K - $385K
|
189K
$12.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
127+ 0.13% |
$7.68K - $8.18K
|
98.5K
$6.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-9.16K- 35.68% |
$554K - $590K
|
16.5K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-726- 1.55% |
$43.9K - $46.8K
|
46.1K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.2K+ 0.8% |
$679K - $724K
|
1.42M
$92M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
390+ 5.76% |
$23.6K - $25.1K
|
7.16K
$465K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-7.6K- 2.97% |
$460K - $490K
|
248K
$16.1M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.52K- 7.87% |
$273K - $291K
|
52.9K
$3.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22+ 0.5% |
$1.33K - $1.42K
|
4.42K
$287K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
166K+ 59.32% |
$10M - $10.7M
|
446K
$28.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4KNew |
$242K - $258K
|
4K
$260K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
6.65K+ 3.66% |
$402K - $428K
|
188K
$12.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-3.7K- 40.5% |
$223K - $238K
|
5.43K
$352K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
46+ 0.47% |
$2.78K - $2.96K
|
9.76K
$633K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.49% |
$302 - $322
|
1.02K
$66K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 0.12% |
$665 - $709
|
8.85K
$574K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
348K+ 26.58% |
$21.1M - $22.6M
|
1.66M
$108M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.45K- 12.32% |
$88.2K - $94.3K
|
10.3K
$671K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2.1KNew |
$128K - $136K
|
2.1K
$136K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3.46KNew |
$210K - $225K
|
3.46K
$225K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
362New |
$22K - $23.5K
|
362
$23.5K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.43KNew |
$208K - $223K
|
3.43K
$223K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
57New |
$3.46K - $3.7K
|
57
$3.7K
|
|