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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.4K+ 1.22% |
$2.38M - $2.54M
|
3.28M
$213M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.5KNew |
$815K - $868K
|
13.5K
$875K
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
91+ 0.28% |
$5.5K - $5.86K
|
32.2K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.23K+ 13.01% |
$74.5K - $79.4K
|
10.7K
$695K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100+ 74.63% |
$6.05K - $6.44K
|
234
$15.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55.1K+ 0.72% |
$3.33M - $3.55M
|
7.75M
$503M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
230K+ 2.96% |
$13.9M - $14.8M
|
8M
$519M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-540- 1.7% |
$32.6K - $34.8K
|
31.2K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.17K- 24.68% |
$252K - $269K
|
12.7K
$826K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.3K+ 24.61% |
$923K - $983K
|
77.3K
$5.02M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.8K+ 3.14% |
$169K - $181K
|
92K
$5.97M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
8New |
$484 - $515
|
8
$519
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.87K- 5.63% |
$113K - $120K
|
31.3K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.91K+ 5.28% |
$418K - $445K
|
138K
$8.94M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
6.7K+ 49.08% |
$405K - $432K
|
20.4K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
100+ 0.49% |
$6.05K - $6.44K
|
20.4K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
16.8K+ 154.91% |
$1.01M - $1.08M
|
27.6K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
105+ 0.78% |
$6.35K - $6.76K
|
13.6K
$882K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-25K- 5.22% |
$1.51M - $1.61M
|
453K
$29.4M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
53New |
$3.2K - $3.41K
|
53
$3.44K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.76K- 32.07% |
$227K - $242K
|
7.97K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-32- 0.58% |
$1.93K - $2.06K
|
5.48K
$356K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
175+ 0.09% |
$10.6K - $11.3K
|
187K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
526+ 2.82% |
$31.8K - $33.9K
|
19.2K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-54.5K- 12.81% |
$3.3M - $3.51M
|
371K
$24.1M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
104+ 2.08% |
$6.29K - $6.7K
|
5.1K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-890- 15.77% |
$53.8K - $57.3K
|
4.75K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.39K+ 10.19% |
$205K - $218K
|
36.6K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-335- 7.07% |
$20.3K - $21.6K
|
4.4K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
498+ 1.52% |
$30.1K - $32.1K
|
33.2K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.68K+ 106.87% |
$283K - $302K
|
9.06K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
186New |
$11.2K - $12K
|
186
$12.1K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.76K- 14.81% |
$106K - $113K
|
10.1K
$655K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
131K+ 2.99% |
$7.94M - $8.46M
|
4.52M
$294M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-9- 0.17% |
$544 - $580
|
5.31K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 0.09% |
$302 - $322
|
5.41K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-119- 0.46% |
$7.19K - $7.67K
|
25.5K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
22.1K+ 3.93% |
$1.34M - $1.42M
|
585K
$38M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
590+ 1.79% |
$35.7K - $38K
|
33.5K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
49+ 5.25% |
$2.96K - $3.16K
|
982
$63.7K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
19New |
$1.15K - $1.22K
|
19
$1.23K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-126- 13.61% |
$7.62K - $8.12K
|
800
$51.9K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
22.8K+ 13.58% |
$1.38M - $1.47M
|
191K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
9.26K+ 159.3% |
$560K - $597K
|
15.1K
$978K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-684- 10.64% |
$41.4K - $44.1K
|
5.74K
$373K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.1K+ 76.18% |
$1.39M - $1.49M
|
53.3K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-451- 2.56% |
$27.3K - $29.1K
|
17.2K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-28K- 41.76% |
$1.69M - $1.8M
|
39K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-8.49K- 12.78% |
$513K - $547K
|
57.9K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.77KNew |
$228K - $243K
|
3.77K
$245K
|