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 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
258+ 0.49% |
$15.6K - $16.6K
|
52.5K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-50- 1.26% |
$3.02K - $3.22K
|
3.91K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
89.4K+ 1916.64% |
$5.4M - $5.76M
|
94K
$6.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-512K- 6.98% |
$31M - $33M
|
6.82M
$443M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
11+ 0.07% |
$665 - $709
|
16.7K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
4+ 0.09% |
$242 - $258
|
4.34K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
52+ 0.04% |
$3.14K - $3.35K
|
138K
$8.94M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-269- 0.79% |
$16.3K - $17.3K
|
33.9K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
82+ 0.29% |
$4.96K - $5.28K
|
28.7K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
587+ 10.57% |
$35.5K - $37.8K
|
6.14K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.42K+ 2.37% |
$206K - $220K
|
148K
$9.59M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-709- 2.1% |
$42.9K - $45.7K
|
33.1K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.9K- 6.58% |
$898K - $957K
|
211K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-352- 1.86% |
$21.3K - $22.7K
|
18.6K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.4K+ 1.78% |
$2.2M - $2.35M
|
2.08M
$135M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-340- 1.4% |
$20.6K - $21.9K
|
24K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
15.5K+ 53.82% |
$937K - $999K
|
44.3K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13.6K+ 78.92% |
$825K - $879K
|
30.9K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
71.8KNew |
$4.34M - $4.62M
|
71.8K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1+ 0.02% |
$60.5 - $64.4
|
5.26K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$846 - $902
|
19.2K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
14.4K+ 12.23% |
$873K - $930K
|
133K
$8.61M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.06K+ 1.05% |
$124K - $133K
|
197K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-310- 4.08% |
$18.7K - $20K
|
7.29K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.65K+ 1.38% |
$99.7K - $106K
|
121K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
19K+ 3.53% |
$1.15M - $1.23M
|
559K
$36.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.44K- 6.15% |
$86.8K - $92.4K
|
21.9K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
105+ 23.86% |
$6.35K - $6.76K
|
545
$35.4K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-153K- 97.12% |
$9.26M - $9.87M
|
4.55K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-11.2K- 30.52% |
$678K - $722K
|
25.5K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.71K+ 26.07% |
$103K - $110K
|
8.28K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-465- 10.99% |
$28.1K - $30K
|
3.77K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
519+ 1.19% |
$31.4K - $33.4K
|
44.2K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.9KNew |
$1.44M - $1.54M
|
23.9K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.48K+ 3.03% |
$150K - $160K
|
84.3K
$5.47M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.88K+ 20.4% |
$416K - $443K
|
40.6K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-75- 0.27% |
$4.53K - $4.83K
|
27.9K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-246K- 6.39% |
$14.9M - $15.8M
|
3.6M
$234M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.18K+ 14.93% |
$434K - $462K
|
55.2K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-14.4K- 79.43% |
$872K - $929K
|
3.74K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-22- 0.48% |
$1.33K - $1.42K
|
4.55K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.3K- 75.25% |
$2.44M - $2.59M
|
13.2K
$860K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3+ 0.08% |
$181 - $193
|
3.72K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-4.91K- 2.4% |
$297K - $316K
|
200K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-127- 1.95% |
$7.68K - $8.18K
|
6.38K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-60- 0.92% |
$3.63K - $3.87K
|
6.5K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-67.8KClosed |
$4.1M - $4.37M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-81- 0.31% |
$4.9K - $5.22K
|
26K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.67K- 11.61% |
$282K - $301K
|
35.5K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-765- 3.8% |
$46.3K - $49.3K
|
19.4K
$1.26M
|