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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23- 0.19% |
$1.27K - $1.47K
|
11.9K
$774K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 0.47% |
$331 - $384
|
1.27K
$82.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 12.35% |
$94.6K - $110K
|
15.6K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.77K- 17.08% |
$208K - $241K
|
18.3K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-8.05K- 22.25% |
$445K - $515K
|
28.1K
$1.83M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 0.13% |
$1.71K - $1.98K
|
23.6K
$1.53M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
9.39K+ 178.95% |
$518K - $600K
|
14.6K
$950K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.24K- 22.35% |
$179K - $207K
|
11.3K
$732K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-8.75K- 6.59% |
$483K - $559K
|
124K
$8.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-12.4K- 27.07% |
$685K - $793K
|
33.4K
$2.17M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
115+ 2.29% |
$6.35K - $7.35K
|
5.14K
$334K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
7.57K+ 20.82% |
$418K - $484K
|
43.9K
$2.85M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20.4K+ 43.82% |
$1.12M - $1.3M
|
66.8K
$4.34M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
43+ 0.65% |
$2.37K - $2.75K
|
6.69K
$435K
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
32.4KNew |
$1.96M - $2.09M
|
32.4K
$2.1M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.65K+ 5.49% |
$160K - $171K
|
50.9K
$3.31M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
45+ 0.4% |
$2.72K - $2.9K
|
11.2K
$726K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-500- 91.58% |
$30.2K - $32.2K
|
46
$2.99K
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
10.2KNew |
$616K - $657K
|
10.2K
$662K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11.1K- 30.14% |
$670K - $714K
|
25.7K
$1.67M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
39+ 0.35% |
$2.36K - $2.51K
|
11K
$716K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.09KClosed |
$489K - $521K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
103+ 0.9% |
$6.23K - $6.64K
|
11.5K
$749K
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
62.8K+ 786.08% |
$3.8M - $4.04M
|
70.8K
$4.59M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.99M+ 216.2% |
$241M - $257M
|
5.84M
$379M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-696- 16.58% |
$42.1K - $44.8K
|
3.5K
$227K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
416+ 8.92% |
$25.2K - $26.8K
|
5.08K
$330K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.18K- 13.31% |
$71.5K - $76.2K
|
7.71K
$500K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-48.9K- 52.88% |
$2.95M - $3.15M
|
43.5K
$2.83M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
88+ 1.0% |
$5.32K - $5.67K
|
8.88K
$576K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
70.7KNew |
$4.27M - $4.55M
|
70.7K
$4.59M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-585- 2.25% |
$35.4K - $37.7K
|
25.4K
$1.65M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.06K- 17.57% |
$125K - $133K
|
9.68K
$628K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
31.6KNew |
$1.91M - $2.03M
|
31.6K
$2.05M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
20.8K+ 1.43% |
$1.26M - $1.34M
|
1.47M
$95.4M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
901+ 0.56% |
$54.5K - $58K
|
163K
$10.6M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-774K- 54.93% |
$46.8M - $49.9M
|
635K
$41.2M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
342+ 1.34% |
$20.7K - $22K
|
25.9K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
61.5K+ 26.48% |
$3.72M - $3.96M
|
294K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.89K- 24.37% |
$114K - $121K
|
5.85K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 40.0% |
$121 - $129
|
3
$195
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 17.17% |
$67.7K - $72.2K
|
7.64K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.26K- 6.65% |
$258K - $275K
|
59.9K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
654+ 7.47% |
$39.5K - $42.1K
|
9.41K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-377- 0.58% |
$22.8K - $24.3K
|
65.1K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
133+ 1.76% |
$8.04K - $8.57K
|
7.71K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
42.9K+ 4.45% |
$2.59M - $2.76M
|
1.01M
$65.4M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.76K- 26.17% |
$167K - $178K
|
7.79K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.84K+ 15.35% |
$172K - $183K
|
21.4K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.97K+ 23.2% |
$119K - $127K
|
10.5K
$680K
|
|