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
|
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
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
17+ 0.44% |
$1.03K - $1.1K
|
3.92K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
521+ 4.61% |
$31.5K - $33.6K
|
11.8K
$768K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
78+ 0.44% |
$4.72K - $5.02K
|
17.9K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.02% |
$121 - $129
|
8.26K
$536K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
7.8KNew |
$472K - $502K
|
7.8K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
60.6K+ 65.01% |
$3.66M - $3.9M
|
154K
$9.98M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.76K+ 95.4% |
$409K - $435K
|
13.8K
$898K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.27K+ 1.14% |
$137K - $146K
|
202K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
402+ 4.42% |
$24.3K - $25.9K
|
9.5K
$617K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
5K+ 100.0% |
$302K - $322K
|
10K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
146K+ 64.36% |
$8.84M - $9.42M
|
373K
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-813- 0.45% |
$49.2K - $52.4K
|
179K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-41.1K- 67.63% |
$2.48M - $2.65M
|
19.7K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4.01KNew |
$243K - $258K
|
4.01K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
178+ 5.09% |
$10.8K - $11.5K
|
3.67K
$238K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
173+ 4.62% |
$10.5K - $11.1K
|
3.92K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.1K+ 37.11% |
$66.3K - $70.6K
|
4.05K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.2K- 1.96% |
$133K - $141K
|
110K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.97KNew |
$119K - $127K
|
1.97K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-154- 1.61% |
$9.31K - $9.92K
|
9.39K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
689+ 11.22% |
$41.7K - $44.4K
|
6.83K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.81K+ 68.68% |
$351K - $374K
|
14.3K
$926K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.96K+ 51.08% |
$119K - $126K
|
5.8K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.92K- 11.27% |
$539K - $575K
|
70.2K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
277K+ 8816.05% |
$16.7M - $17.8M
|
280K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.69K- 3.45% |
$404K - $431K
|
187K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
25.1K+ 53.07% |
$1.52M - $1.62M
|
72.4K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.1K- 48.85% |
$671K - $715K
|
11.6K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-60- 0.28% |
$3.63K - $3.87K
|
21.3K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24.4K+ 10.83% |
$1.47M - $1.57M
|
249K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.5K- 15.97% |
$151K - $161K
|
13.2K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
922+ 25.1% |
$55.7K - $59.4K
|
4.6K
$298K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-350- 4.02% |
$21.2K - $22.5K
|
8.35K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.97KNew |
$301K - $320K
|
4.97K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
828+ 2.21% |
$50.1K - $53.3K
|
38.4K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.32K- 0.43% |
$79.7K - $84.9K
|
307K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-300- 0.72% |
$18.1K - $19.3K
|
41.2K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
36.8K+ 3.06% |
$2.23M - $2.37M
|
1.24M
$80.6M
|