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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
2.78K+ 23.74% |
$186K - $192K
|
14.5K
$992K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
609+ 12.41% |
$40.8K - $42.1K
|
5.52K
$377K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
16.9K+ 127.88% |
$1.13M - $1.17M
|
30.2K
$2.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-55- 0.03% |
$3.68K - $3.8K
|
189K
$12.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.79KNew |
$254K - $262K
|
3.79K
$259K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
13.5K+ 15.1% |
$905K - $936K
|
103K
$7.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
93+ 1.48% |
$6.22K - $6.43K
|
6.37K
$436K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.54K+ 52.62% |
$237K - $245K
|
10.3K
$702K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.49K- 1.69% |
$167K - $172K
|
145K
$9.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
453+ 0.46% |
$30.3K - $31.3K
|
99.2K
$6.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.33K- 1.56% |
$491K - $507K
|
463K
$31.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
255+ 2.1% |
$17.1K - $17.6K
|
12.4K
$846K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.54K+ 2.5% |
$304K - $314K
|
186K
$12.8M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.9K+ 20.6% |
$595K - $615K
|
52.1K
$3.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
4.02K+ 8.72% |
$269K - $278K
|
50K
$3.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
7.31K+ 3.28% |
$489K - $505K
|
230K
$15.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-45- 1.17% |
$3.01K - $3.11K
|
3.8K
$260K
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-357- 3.1% |
$23.9K - $24.7K
|
11.2K
$764K
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.81KNew |
$121K - $125K
|
1.81K
$124K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.47K+ 2.9% |
$165K - $171K
|
87.7K
$6M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.8K+ 2.56% |
$388K - $401K
|
232K
$15.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.5K+ 348.71% |
$704K - $727K
|
13.5K
$926K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-233- 1.51% |
$15.6K - $16.1K
|
15.2K
$1.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
4.65KNew |
$311K - $322K
|
4.65K
$318K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26.1K+ 15.53% |
$1.75M - $1.81M
|
194K
$13.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 1.0% |
$669 - $692
|
1.01K
$68.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
182+ 3.94% |
$12.2K - $12.6K
|
4.81K
$329K
|
|
|
Jan 20, 2026
Q4 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-21- 0.09% |
$1.41K - $1.45K
|
22.7K
$1.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.44K+ 1.38% |
$96K - $99.3K
|
105K
$7.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
102+ 33.66% |
$6.83K - $7.06K
|
405
$27.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
226+ 80.71% |
$15.1K - $15.6K
|
506
$34.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.98K+ 1123.02% |
$333K - $344K
|
5.42K
$371K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
122+ 2.13% |
$8.17K - $8.44K
|
5.84K
$400K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
75.8K+ 62.33% |
$5.08M - $5.25M
|
198K
$13.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8+ 0.13% |
$535 - $553
|
6.31K
$432K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
978New |
$65.5K - $67.6K
|
978
$66.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-425- 6.77% |
$28.4K - $29.4K
|
5.85K
$400K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.2K+ 1.12% |
$147K - $152K
|
199K
$13.6M
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
SELL
|
- |
-1.35K- 49.69% |
$90.5K - $93.5K
|
1.37K
$93.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
116+ 1.16% |
$7.76K - $8.02K
|
10.1K
$690K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
234+ 0.86% |
$15.7K - $16.2K
|
27.4K
$1.87M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.88K+ 2.34% |
$126K - $130K
|
82.3K
$5.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.03K- 0.72% |
$69.1K - $71.4K
|
143K
$9.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.84K+ 84.55% |
$257K - $266K
|
8.38K
$574K
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
8.4KNew |
$562K - $581K
|
8.4K
$575K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
355KNew |
$23.8M - $24.6M
|
355K
$24.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
3.21KNew |
$215K - $222K
|
3.21K
$220K
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-797- 13.24% |
$53.3K - $55.1K
|
5.22K
$357K
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.33K- 1.2% |
$88.9K - $91.9K
|
110K
$7.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
934+ 4.03% |
$62.5K - $64.6K
|
24.1K
$1.65M
|
|