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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.07K+ 47.54% |
$488K - $520K
|
25K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.91K+ 1.93% |
$478K - $510K
|
419K
$27.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.86K+ 1.51% |
$475K - $507K
|
529K
$34.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
7.82K+ 24.92% |
$472K - $503K
|
39.2K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.8K+ 6.78% |
$472K - $503K
|
123K
$7.98M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
7.8KNew |
$472K - $502K
|
7.8K
$506K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.73K+ 113.89% |
$467K - $498K
|
14.5K
$942K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7.72K+ 20.76% |
$467K - $497K
|
44.9K
$2.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.72KNew |
$467K - $497K
|
7.72K
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.59K+ 2.87% |
$459K - $489K
|
272K
$17.7M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.42K+ 12.43% |
$449K - $478K
|
67.1K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.38K+ 5.18% |
$446K - $475K
|
150K
$9.73M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.18K+ 14.93% |
$434K - $462K
|
55.2K
$3.58M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.18K+ 116.48% |
$434K - $462K
|
13.3K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.17K+ 25.33% |
$433K - $462K
|
35.5K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7.1K+ 1.04% |
$429K - $457K
|
691K
$44.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
7K+ 2.0% |
$423K - $451K
|
356K
$23.1M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.91K+ 5.28% |
$418K - $445K
|
138K
$8.94M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.88K+ 20.4% |
$416K - $443K
|
40.6K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6.88K+ 2.06% |
$416K - $443K
|
341K
$22.2M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
6.87KNew |
$415K - $442K
|
6.87K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.83K+ 1.39% |
$413K - $440K
|
498K
$32.3M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.8K+ 16.71% |
$411K - $438K
|
47.5K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.76K+ 95.4% |
$409K - $435K
|
13.8K
$898K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.72K+ 3.62% |
$406K - $433K
|
192K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
6.7K+ 49.08% |
$405K - $432K
|
20.4K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.69K+ 6.07% |
$405K - $431K
|
117K
$7.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
6.65K+ 2.31% |
$402K - $429K
|
295K
$19.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
6.65K+ 3.66% |
$402K - $428K
|
188K
$12.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6.5K+ 120.55% |
$393K - $419K
|
11.9K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.35K+ 5.41% |
$384K - $409K
|
124K
$8.03M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.22K+ 161.63% |
$376K - $401K
|
10.1K
$654K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.14K+ 1.76% |
$371K - $396K
|
355K
$23.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
6KNew |
$363K - $386K
|
6K
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.99KNew |
$362K - $386K
|
5.99K
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.92K+ 8.48% |
$358K - $381K
|
75.7K
$4.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
5.84K+ 31.49% |
$353K - $376K
|
24.4K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.81K+ 68.68% |
$351K - $374K
|
14.3K
$926K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.72K+ 3.93% |
$346K - $368K
|
151K
$9.82M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.7K+ 8.58% |
$344K - $367K
|
72.1K
$4.68M
|
|
|
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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.5K+ 17.82% |
$333K - $355K
|
36.4K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.45K+ 23.71% |
$329K - $351K
|
28.4K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.37K+ 1.96% |
$325K - $346K
|
279K
$18.1M
|
|
|
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
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.05K+ 73.87% |
$305K - $325K
|
11.9K
$772K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.04K+ 1.62% |
$304K - $324K
|
315K
$20.5M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
5.02KNew |
$304K - $324K
|
5.02K
$326K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.01K+ 26.21% |
$303K - $323K
|
24.1K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.01KNew |
$303K - $322K
|
5.01K
$325K
|