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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.97K+ 5.43% |
$179K - $191K
|
57.7K
$3.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.94K+ 1.41% |
$178K - $190K
|
211K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.84K+ 15.35% |
$172K - $183K
|
21.4K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.81K+ 1.55% |
$170K - $181K
|
184K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.8K+ 3.14% |
$169K - $181K
|
92K
$5.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.8K+ 2.83% |
$169K - $180K
|
102K
$6.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.74K+ 8.18% |
$165K - $176K
|
36.2K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.73K+ 17.92% |
$165K - $176K
|
18K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.68K+ 0.51% |
$162K - $173K
|
530K
$34.4M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.65K+ 5.49% |
$160K - $171K
|
50.9K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
2.64K+ 2.64% |
$160K - $170K
|
103K
$6.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.62K+ 4.06% |
$159K - $169K
|
67.3K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.54K+ 3.49% |
$153K - $163K
|
75.3K
$4.89M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.52K+ 7.61% |
$153K - $163K
|
35.7K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.52K+ 37.66% |
$152K - $162K
|
9.22K
$598K
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.49K+ 9.8% |
$150K - $160K
|
27.8K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.48K+ 3.03% |
$150K - $160K
|
84.3K
$5.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
2.47K+ 1.21% |
$149K - $159K
|
207K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.46K+ 1.68% |
$149K - $159K
|
149K
$9.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.39K+ 5.79% |
$145K - $154K
|
43.7K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.39K+ 8.74% |
$145K - $154K
|
29.7K
$1.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.35K+ 10.49% |
$142K - $151K
|
24.8K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.32KNew |
$140K - $150K
|
2.32K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.32K+ 2.48% |
$140K - $149K
|
96K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.27K+ 1.14% |
$137K - $146K
|
202K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.25K+ 20.25% |
$136K - $145K
|
13.3K
$866K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 3.42% |
$134K - $142K
|
66.8K
$4.34M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 8.96% |
$133K - $141K
|
26.7K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
2.14K+ 11.14% |
$129K - $138K
|
21.3K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.08K+ 4.07% |
$126K - $134K
|
53.2K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.06K+ 1.05% |
$124K - $133K
|
197K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.03K+ 21.68% |
$123K - $131K
|
11.4K
$741K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2K+ 7.41% |
$121K - $129K
|
29K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2K+ 1.33% |
$121K - $129K
|
152K
$9.86M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.98K+ 14.83% |
$120K - $128K
|
15.4K
$997K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.98K+ 2.6% |
$120K - $128K
|
78K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.97K+ 23.2% |
$119K - $127K
|
10.5K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.97KNew |
$119K - $127K
|
1.97K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.96K+ 51.08% |
$119K - $126K
|
5.8K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.84K+ 1.97% |
$111K - $118K
|
95.2K
$6.18M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.78KNew |
$107K - $114K
|
1.78K
$115K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.73K+ 1.48% |
$104K - $111K
|
118K
$7.67M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.71K+ 26.07% |
$103K - $110K
|
8.28K
$537K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.71K+ 3.78% |
$103K - $110K
|
47K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.7K+ 0.55% |
$103K - $110K
|
311K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.65K+ 1.38% |
$99.7K - $106K
|
121K
$7.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$98.2K - $105K
|
1.63K
$105K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.61K+ 2.99% |
$97.5K - $104K
|
55.6K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.59K+ 2.01% |
$96.1K - $102K
|
80.8K
$5.24M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.58K+ 3.93% |
$95.3K - $102K
|
41.8K
$2.71M
|