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 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
16.6K+ 9.33% |
$1M - $1.07M
|
194K
$12.6M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
174K+ 1.73% |
$10.5M - $11.2M
|
10.2M
$664M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16.4K+ 17.29% |
$994K - $1.06M
|
112K
$7.24M
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.11K+ 0.82% |
$66.9K - $71.2K
|
135K
$8.78M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-94K- 1.97% |
$5.68M - $6.05M
|
4.67M
$303M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-500- 3.19% |
$30.2K - $32.2K
|
15.2K
$986K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.19% |
$605 - $644
|
5.26K
$341K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.37K- 6.49% |
$325K - $346K
|
77.3K
$5.02M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-40.6K- 33.28% |
$2.46M - $2.62M
|
81.5K
$5.29M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.59K+ 2.01% |
$96.1K - $102K
|
80.8K
$5.24M
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
407+ 2.0% |
$24.6K - $26.2K
|
20.7K
$1.35M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
15.9K+ 6.72% |
$960K - $1.02M
|
252K
$16.4M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-100- 2.95% |
$6.05K - $6.44K
|
3.29K
$214K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69.1K+ 3.07% |
$4.18M - $4.45M
|
2.32M
$150M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.41K- 0.93% |
$85.2K - $90.8K
|
150K
$9.74M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
17.6KNew |
$1.06M - $1.13M
|
17.6K
$1.14M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5.85K- 4.26% |
$354K - $377K
|
132K
$8.54M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.18K+ 116.48% |
$434K - $462K
|
13.3K
$866K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.03K+ 7.61% |
$183K - $195K
|
42.8K
$2.78M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.09% |
$181 - $193
|
3.48K
$226K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
91New |
$5.5K - $5.86K
|
91
$5.91K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-148K- 87.9% |
$8.95M - $9.54M
|
20.4K
$1.32M
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
52+ 1.11% |
$3.14K - $3.35K
|
4.74K
$307K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.39K+ 0.72% |
$83.7K - $89.2K
|
192K
$12.5M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.07K- 25.23% |
$367K - $391K
|
18K
$1.17M
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.93KNew |
$237K - $253K
|
3.93K
$255K
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
4.92K+ 1.85% |
$297K - $317K
|
271K
$17.6M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-146K- 4.31% |
$8.8M - $9.38M
|
3.23M
$210M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
866New |
$52.4K - $55.8K
|
866
$56.2K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
89.5KNew |
$5.41M - $5.77M
|
89.5K
$5.81M
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
64+ 1.63% |
$3.87K - $4.12K
|
3.99K
$259K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
33+ 0.6% |
$2K - $2.13K
|
5.52K
$358K
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-999- 3.92% |
$60.4K - $64.4K
|
24.5K
$1.59M
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-31- 0.63% |
$1.87K - $2K
|
4.89K
$317K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.71K+ 3.78% |
$103K - $110K
|
47K
$3.05M
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.4KNew |
$206K - $219K
|
3.4K
$221K
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.39K- 2.39% |
$83.8K - $89.3K
|
56.6K
$3.68M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-868- 22.43% |
$52.5K - $55.9K
|
3K
$195K
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.49K+ 9.8% |
$150K - $160K
|
27.8K
$1.81M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.56K+ 0.84% |
$94.4K - $101K
|
187K
$12.2M
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-215- 0.45% |
$13K - $13.9K
|
47.1K
$3.05M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-586- 2.65% |
$35.4K - $37.8K
|
21.5K
$1.4M
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8.43KNew |
$510K - $543K
|
8.43K
$547K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-32- 0.17% |
$1.93K - $2.06K
|
18.9K
$1.23M
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.02K- 3.58% |
$243K - $259K
|
108K
$7.02M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.93K+ 15.66% |
$298K - $318K
|
36.4K
$2.36M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
41.7K+ 162.82% |
$2.52M - $2.69M
|
67.3K
$4.37M
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-5.34K- 28.67% |
$323K - $344K
|
13.3K
$861K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.32KNew |
$140K - $150K
|
2.32K
$151K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
14.8K+ 3.18% |
$892K - $950K
|
479K
$31.1M
|