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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
5K+ 100.0% |
$302K - $322K
|
10K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.97KNew |
$301K - $320K
|
4.97K
$323K
|
|
|
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
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
4.92K+ 1.85% |
$297K - $317K
|
271K
$17.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.86K+ 11.92% |
$294K - $313K
|
45.6K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.85K+ 4.47% |
$293K - $312K
|
113K
$7.35M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.72K+ 4.65% |
$285K - $304K
|
106K
$6.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.71K+ 2.14% |
$284K - $303K
|
225K
$14.6M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.68K+ 106.87% |
$283K - $302K
|
9.06K
$588K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.54K+ 50.23% |
$275K - $293K
|
13.6K
$882K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.53KNew |
$274K - $292K
|
4.53K
$294K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$272K - $290K
|
4.5K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.31K+ 3.7% |
$261K - $278K
|
121K
$7.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.31K+ 9.27% |
$261K - $278K
|
50.8K
$3.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.25K+ 8.22% |
$257K - $274K
|
55.9K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
4.21K+ 17.13% |
$254K - $271K
|
28.8K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.19K+ 4.95% |
$253K - $270K
|
88.7K
$5.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
4.09K+ 3.89% |
$247K - $264K
|
109K
$7.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4.08K+ 4.59% |
$247K - $263K
|
93K
$6.04M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.07K+ 2.27% |
$246K - $262K
|
183K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
4.01KNew |
$243K - $258K
|
4.01K
$260K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4KNew |
$242K - $258K
|
4K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.94KNew |
$238K - $254K
|
3.94K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.93KNew |
$237K - $253K
|
3.93K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.92K+ 12.3% |
$237K - $252K
|
35.8K
$2.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.91KNew |
$236K - $252K
|
3.91K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.89KNew |
$235K - $251K
|
3.89K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.85KNew |
$233K - $248K
|
3.85K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.77KNew |
$228K - $243K
|
3.77K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.74KNew |
$226K - $241K
|
3.74K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.67KNew |
$222K - $236K
|
3.67K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.64K+ 3.63% |
$220K - $235K
|
104K
$6.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.57KNew |
$216K - $230K
|
3.57K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.57K+ 23.4% |
$216K - $230K
|
18.8K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.56K+ 6.33% |
$215K - $229K
|
59.8K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.51K+ 2.05% |
$212K - $226K
|
175K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.42K+ 2.37% |
$206K - $220K
|
148K
$9.59M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.4KNew |
$206K - $219K
|
3.4K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.39K+ 10.19% |
$205K - $218K
|
36.6K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.36KNew |
$203K - $216K
|
3.36K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.33K+ 2.02% |
$201K - $214K
|
168K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.31KNew |
$200K - $213K
|
3.31K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.28KNew |
$198K - $211K
|
3.28K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.26KNew |
$197K - $210K
|
3.26K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.26KNew |
$197K - $210K
|
3.26K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.25K+ 18.88% |
$197K - $209K
|
20.5K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.13K+ 45.71% |
$189K - $202K
|
9.99K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.11K+ 3.5% |
$188K - $200K
|
91.7K
$5.95M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.03K+ 7.61% |
$183K - $195K
|
42.8K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.01K+ 4.62% |
$182K - $194K
|
68.1K
$4.42M
|