Latest Institutional Purchases of Ishares Core Dividend Growth E (DGRO)
This list provides information on the latest institutional transactions involving Ishares Core Dividend Growth E (DGRO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
609+ 7.9% |
$33.6K - $38.9K
|
8.32K
$540K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
487+ 5.35% |
$26.9K - $31.1K
|
9.6K
$623K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
434New |
$24K - $27.7K
|
434
$28.2K
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
413+ 9.25% |
$22.8K - $26.4K
|
4.88K
$317K
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
392New |
$21.6K - $25.1K
|
392
$25.4K
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
290+ 0.65% |
$16K - $18.5K
|
44.9K
$2.91M
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
282+ 0.8% |
$15.6K - $18K
|
35.7K
$2.31M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
222+ 13.52% |
$12.3K - $14.2K
|
1.86K
$121K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
160New |
$8.84K - $10.2K
|
160
$10.4K
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
154+ 1.58% |
$8.5K - $9.85K
|
9.89K
$642K
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
115+ 2.29% |
$6.35K - $7.35K
|
5.14K
$334K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
104+ 3.67% |
$5.74K - $6.65K
|
2.94K
$191K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 4.62% |
$5.3K - $6.14K
|
2.18K
$141K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
92+ 0.92% |
$5.08K - $5.88K
|
10.1K
$654K
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
63New |
$3.48K - $4.03K
|
63
$4.09K
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
59+ 3.66% |
$3.26K - $3.77K
|
1.67K
$108K
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
57+ 0.18% |
$3.15K - $3.64K
|
31.9K
$2.07M
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
57+ 0.8% |
$3.15K - $3.64K
|
7.16K
$464K
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.05% |
$3.15K - $3.64K
|
112K
$7.3M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
43+ 0.65% |
$2.37K - $2.75K
|
6.69K
$435K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
37+ 0.47% |
$2.04K - $2.37K
|
7.83K
$508K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 0.13% |
$1.71K - $1.98K
|
23.6K
$1.53M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
29+ 0.21% |
$1.6K - $1.85K
|
13.6K
$885K
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
18+ 0.02% |
$994 - $1.15K
|
111K
$7.21M
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11+ 0.17% |
$607 - $703
|
6.44K
$418K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 0.47% |
$331 - $384
|
1.27K
$82.7K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.52% |
$221 - $256
|
780
$50.6K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2+ 0.04% |
$110 - $128
|
4.67K
$303K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$110 - $128
|
447
$29K
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.01% |
$55.2 - $63.9
|
7.14K
$463K
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$55.2 - $63.9
|
52K
$3.38M
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.99M+ 216.2% |
$241M - $257M
|
5.84M
$379M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
941K+ 6.38% |
$56.9M - $60.6M
|
15.7M
$1.02B
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
664KNew |
$40.2M - $42.8M
|
664K
$43.1M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
507K+ 473952.34% |
$30.7M - $32.7M
|
507K
$32.9M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
277K+ 8816.05% |
$16.7M - $17.8M
|
280K
$18.2M
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
240K+ 59.4% |
$14.5M - $15.5M
|
645K
$41.9M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
230K+ 2.96% |
$13.9M - $14.8M
|
8M
$519M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
220K+ 3.7% |
$13.3M - $14.2M
|
6.16M
$400M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
204K+ 33.79% |
$12.4M - $13.2M
|
809K
$52.5M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
174K+ 1.73% |
$10.5M - $11.2M
|
10.2M
$664M
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
166K+ 59.32% |
$10M - $10.7M
|
446K
$28.9M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
146K+ 64.36% |
$8.84M - $9.42M
|
373K
$24.2M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
141K+ 37.51% |
$8.55M - $9.11M
|
518K
$33.7M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 0.72% |
$8.04M - $8.57M
|
18.5M
$1.2B
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
131K+ 2.99% |
$7.94M - $8.46M
|
4.52M
$294M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
109K+ 356.21% |
$6.6M - $7.03M
|
140K
$9.07M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
97.3K+ 16.53% |
$5.88M - $6.27M
|
686K
$44.5M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
89.5KNew |
$5.41M - $5.77M
|
89.5K
$5.81M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
89.4K+ 1916.64% |
$5.4M - $5.76M
|
94K
$6.1M
|