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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
97.3K+ 16.53% |
$5.88M - $6.27M
|
686K
$44.5M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-14.6K- 83.0% |
$886K - $944K
|
3K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.38K+ 5.18% |
$446K - $475K
|
150K
$9.73M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.83K+ 1.39% |
$413K - $440K
|
498K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6+ 0.11% |
$363 - $387
|
5.64K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-30- 0.15% |
$1.81K - $1.93K
|
20.1K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-212K- 1.16% |
$12.8M - $13.6M
|
18.1M
$1.17B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 0.72% |
$8.04M - $8.57M
|
18.5M
$1.2B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-21.5K- 81.16% |
$1.3M - $1.39M
|
5K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-301- 0.28% |
$18.2K - $19.4K
|
107K
$6.98M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.03K- 1.53% |
$244K - $259K
|
259K
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
407+ 8.68% |
$24.6K - $26.2K
|
5.09K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.97KNew |
$603K - $642K
|
9.97K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-21.8K- 43.95% |
$1.32M - $1.41M
|
27.8K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
213+ 3.34% |
$12.9K - $13.7K
|
6.6K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
35+ 0.52% |
$2.12K - $2.25K
|
6.72K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-50- 0.47% |
$3.02K - $3.22K
|
10.6K
$688K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.17K+ 25.33% |
$433K - $462K
|
35.5K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.6K- 1.2% |
$699K - $745K
|
948K
$61.5M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-930- 5.98% |
$56.2K - $59.9K
|
14.6K
$949K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-627- 6.26% |
$37.9K - $40.4K
|
9.38K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
286+ 1.56% |
$17.3K - $18.4K
|
18.6K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
220K+ 3.7% |
$13.3M - $14.2M
|
6.16M
$400M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-100- 0.74% |
$6.05K - $6.44K
|
13.4K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-162K- 5.31% |
$9.79M - $10.4M
|
2.89M
$187M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.68K- 10.33% |
$162K - $173K
|
23.2K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-408- 2.97% |
$24.7K - $26.3K
|
13.3K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.52% |
$786 - $837
|
2.54K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.25K+ 18.88% |
$197K - $209K
|
20.5K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
78+ 1.24% |
$4.72K - $5.02K
|
6.38K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7+ 0.03% |
$423 - $451
|
20K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-64- 0.2% |
$3.87K - $4.12K
|
31.2K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.28KNew |
$198K - $211K
|
3.28K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.09K- 6.15% |
$368K - $393K
|
92.9K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-467- 3.56% |
$28.2K - $30.1K
|
12.7K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
25.7KNew |
$1.55M - $1.66M
|
25.7K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
18New |
$1.09K - $1.16K
|
18
$1.17K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.92K- 22.35% |
$237K - $252K
|
13.6K
$883K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.38% |
$121 - $129
|
535
$34.7K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
465New |
$28.1K - $30K
|
465
$30.2K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-750- 14.49% |
$45.3K - $48.3K
|
4.43K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.55K- 15.86% |
$154K - $164K
|
13.5K
$879K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.94K- 18.3% |
$238K - $254K
|
17.6K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1KNew |
$60.5K - $64.4K
|
1K
$64.9K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.7K- 12.4% |
$950K - $1.01M
|
111K
$7.21M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.38K+ 27.07% |
$83.3K - $88.7K
|
6.46K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.9K+ 4.56% |
$719K - $766K
|
273K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.3KNew |
$684K - $729K
|
11.3K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-208K- 67.12% |
$12.6M - $13.4M
|
102K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
240K+ 59.4% |
$14.5M - $15.5M
|
645K
$41.9M
|