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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.8K+ 17.03% |
$1.38M - $1.47M
|
157K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.54K+ 3.49% |
$153K - $163K
|
75.3K
$4.89M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-14.2K- 6.73% |
$857K - $913K
|
196K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.05K+ 73.87% |
$305K - $325K
|
11.9K
$772K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-737- 6.35% |
$44.6K - $47.5K
|
10.9K
$706K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.72K+ 4.65% |
$285K - $304K
|
106K
$6.89M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-6.58K- 23.8% |
$398K - $424K
|
21K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
14.9K+ 1300.09% |
$899K - $958K
|
16K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
598+ 20.4% |
$36.2K - $38.5K
|
3.53K
$229K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-9- 0.13% |
$544 - $580
|
6.98K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-57- 0.08% |
$3.45K - $3.67K
|
70.3K
$4.56M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5+ 0.04% |
$302 - $322
|
11.7K
$758K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-5.4K- 37.02% |
$327K - $348K
|
9.19K
$597K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
14.9K+ 6.02% |
$903K - $962K
|
263K
$17.1M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
16+ 0.37% |
$967 - $1.03K
|
4.29K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-512- 16.98% |
$31K - $33K
|
2.5K
$163K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10+ 0.17% |
$605 - $644
|
6K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.14KNew |
$250K - $267K
|
4.14K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
64.2K+ 31.58% |
$3.88M - $4.14M
|
267K
$17.4M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
197+ 5.36% |
$11.9K - $12.7K
|
3.88K
$252K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-15.9K- 9.23% |
$961K - $1.02M
|
156K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.19K+ 4.95% |
$253K - $270K
|
88.7K
$5.76M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.21K- 15.53% |
$73K - $77.8K
|
6.57K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-119- 3.16% |
$7.19K - $7.67K
|
3.64K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.26KNew |
$197K - $210K
|
3.26K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-17.8K- 18.84% |
$1.08M - $1.15M
|
76.6K
$4.98M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.03K+ 21.68% |
$123K - $131K
|
11.4K
$741K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.73K+ 17.92% |
$165K - $176K
|
18K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.16KNew |
$312K - $332K
|
5.16K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.45K+ 7.6% |
$87.6K - $93.3K
|
20.5K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-79- 2.12% |
$4.78K - $5.09K
|
3.65K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.9K+ 25.68% |
$962K - $1.03M
|
77.9K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.55K- 50.93% |
$215K - $229K
|
3.42K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
861+ 5.76% |
$52.1K - $55.5K
|
15.8K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
215+ 1.98% |
$13K - $13.9K
|
11.1K
$718K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
63.9K+ 5.16% |
$3.87M - $4.12M
|
1.3M
$84.5M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-894- 3.2% |
$54.1K - $57.6K
|
27.1K
$1.76M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.16K- 1.3% |
$70K - $74.6K
|
88.1K
$5.72M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
393+ 0.28% |
$23.8K - $25.3K
|
143K
$9.28M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-657- 25.94% |
$39.7K - $42.3K
|
1.88K
$122K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 2.94% |
$15.1K - $16.1K
|
8.25K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.4K- 18.96% |
$84.6K - $90.2K
|
5.99K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.01KNew |
$303K - $322K
|
5.01K
$325K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
116+ 0.35% |
$7.01K - $7.47K
|
33.3K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-295- 1.88% |
$17.8K - $19K
|
15.4K
$999K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
985+ 4.83% |
$59.6K - $63.5K
|
21.4K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.9K- 1.26% |
$175K - $187K
|
227K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-873- 0.95% |
$52.8K - $56.2K
|
91.4K
$5.93M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-30.4K- 17.61% |
$1.84M - $1.96M
|
142K
$9.24M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-584- 10.58% |
$35.3K - $37.6K
|
4.94K
$320K
|