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
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
18.5K+ 20.63% |
$1.12M - $1.19M
|
108K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-504- 4.37% |
$30.5K - $32.5K
|
11K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-310- 7.2% |
$18.7K - $20K
|
4K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
919+ 7.84% |
$55.6K - $59.2K
|
12.6K
$821K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.11K+ 3.5% |
$188K - $200K
|
91.7K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.31K+ 3.7% |
$261K - $278K
|
121K
$7.84M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
85+ 0.71% |
$5.14K - $5.48K
|
12.1K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.08K- 0.71% |
$307K - $327K
|
710K
$46.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-126- 2.98% |
$7.62K - $8.12K
|
4.1K
$266K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
533New |
$32.2K - $34.3K
|
533
$34.6K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.51K- 4.55% |
$152K - $162K
|
52.7K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-34- 5.71% |
$2.06K - $2.19K
|
561
$36.4K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-136- 3.83% |
$8.22K - $8.76K
|
3.42K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
152+ 1.98% |
$9.19K - $9.79K
|
7.84K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-91- 24.07% |
$5.5K - $5.86K
|
287
$18.6K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-815- 2.4% |
$49.3K - $52.5K
|
33.1K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-7- 0.04% |
$423 - $451
|
16.4K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-37.3K- 30.06% |
$2.25M - $2.4M
|
86.7K
$5.63M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
546+ 1.52% |
$33K - $35.2K
|
36.5K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-49.9K- 8.48% |
$3.02M - $3.21M
|
538K
$34.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.53K+ 16.8% |
$334K - $356K
|
38.4K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.68K+ 0.51% |
$162K - $173K
|
530K
$34.4M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.5K+ 17.82% |
$333K - $355K
|
36.4K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
393New |
$23.8K - $25.3K
|
393
$25.5K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.7K+ 22.3% |
$887K - $945K
|
80.4K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.01K+ 4.62% |
$182K - $194K
|
68.1K
$4.42M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 8.82% |
$983K - $1.05M
|
201K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.72K+ 3.62% |
$406K - $433K
|
192K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.01K- 14.57% |
$545K - $580K
|
52.8K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
507K+ 473952.34% |
$30.7M - $32.7M
|
507K
$32.9M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-14K- 33.4% |
$847K - $902K
|
27.9K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-505- 10.39% |
$30.5K - $32.5K
|
4.36K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
15.1K+ 30.59% |
$911K - $970K
|
64.3K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.6K- 0.59% |
$2.21M - $2.36M
|
6.16M
$400M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-18.6K- 8.81% |
$1.13M - $1.2M
|
193K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-228- 5.2% |
$13.8K - $14.7K
|
4.16K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.32K+ 18.58% |
$79.8K - $85K
|
8.42K
$547K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-661- 8.98% |
$40K - $42.6K
|
6.7K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.74KNew |
$226K - $241K
|
3.74K
$243K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.01K+ 26.21% |
$303K - $323K
|
24.1K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48K+ 14.06% |
$2.9M - $3.09M
|
389K
$25.2M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-105- 7.94% |
$6.35K - $6.76K
|
1.22K
$79K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
34.9KNew |
$2.11M - $2.25M
|
34.9K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.5K+ 6.76% |
$90.7K - $96.6K
|
23.7K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-282- 2.81% |
$17K - $18.2K
|
9.74K
$632K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 1.62% |
$638K - $680K
|
660K
$42.8M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.19K- 7.64% |
$71.9K - $76.7K
|
14.4K
$934K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.7K+ 0.55% |
$103K - $110K
|
311K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-625- 0.66% |
$37.8K - $40.3K
|
94K
$6.1M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
167New |
$10.1K - $10.8K
|
167
$10.8K
|