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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.32K+ 2171.86% |
$277K - $294K
|
4.52K
$309K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
348+ 3.1% |
$22.3K - $23.7K
|
11.6K
$792K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
400+ 3.28% |
$25.6K - $27.2K
|
12.6K
$861K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
438+ 13.26% |
$28.1K - $29.8K
|
3.74K
$256K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.15% |
$64.1 - $68.1
|
652
$44.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-526- 0.3% |
$33.7K - $35.8K
|
173K
$11.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-19K- 11.02% |
$1.22M - $1.29M
|
153K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-578- 16.43% |
$37.1K - $39.4K
|
2.94K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.73K+ 0.68% |
$303K - $322K
|
703K
$48.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-7.13K- 21.66% |
$457K - $485K
|
25.8K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.98M- 21.99% |
$191M - $203M
|
10.6M
$723M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
237+ 3.49% |
$15.2K - $16.1K
|
7.03K
$481K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.87K+ 5.63% |
$184K - $195K
|
53.8K
$3.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.26K+ 8.02% |
$145K - $154K
|
30.4K
$2.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
150+ 0.5% |
$9.62K - $10.2K
|
30.4K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.03% |
$256 - $272
|
11.8K
$809K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.3KNew |
$212K - $225K
|
3.3K
$226K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
55.6K+ 36.49% |
$3.57M - $3.79M
|
208K
$14.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
22+ 0.31% |
$1.41K - $1.5K
|
7.18K
$492K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
868+ 0.73% |
$55.7K - $59.1K
|
120K
$8.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.44K+ 7.26% |
$349K - $370K
|
80.4K
$5.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 4.52% |
$73.4K - $77.9K
|
26.5K
$1.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
22+ 0.16% |
$1.41K - $1.5K
|
13.7K
$939K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-277- 2.49% |
$17.8K - $18.9K
|
10.9K
$744K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
251+ 3.22% |
$16.1K - $17.1K
|
8.05K
$551K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
30.1K+ 1.01% |
$1.93M - $2.05M
|
3.03M
$207M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-192- 10.23% |
$12.3K - $13.1K
|
1.69K
$115K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
19+ 0.52% |
$1.22K - $1.29K
|
3.65K
$250K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 10.81% |
$102K - $108K
|
16.2K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
52.1K+ 95.6% |
$3.34M - $3.55M
|
107K
$7.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.79K- 4.67% |
$372K - $394K
|
118K
$8.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 1.77% |
$1.8K - $1.91K
|
1.61K
$110K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.8K- 8.95% |
$821K - $872K
|
130K
$8.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
231+ 1.19% |
$14.8K - $15.7K
|
19.7K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.17KNew |
$331K - $352K
|
5.17K
$353K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-257- 0.22% |
$16.5K - $17.5K
|
116K
$7.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-66- 14.83% |
$4.23K - $4.49K
|
379
$25.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-698- 2.11% |
$44.8K - $47.5K
|
32.3K
$2.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
311+ 17.98% |
$19.9K - $21.2K
|
2.04K
$140K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59- 1.06% |
$3.78K - $4.02K
|
5.5K
$376K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
584+ 68.14% |
$37.4K - $39.8K
|
1.44K
$98.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.56K- 2.69% |
$228K - $242K
|
129K
$8.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-218- 2.34% |
$14K - $14.8K
|
9.08K
$621K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
105New |
$6.73K - $7.15K
|
105
$7.19K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
24.9K+ 4.12% |
$1.6M - $1.7M
|
629K
$43M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.14K+ 0.67% |
$73.3K - $77.8K
|
171K
$11.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-2.5K- 26.32% |
$160K - $170K
|
7K
$479K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-17- 0.06% |
$1.09K - $1.16K
|
29.9K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
3KNew |
$192K - $204K
|
3K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-480- 0.29% |
$30.8K - $32.7K
|
165K
$11.3M
|
|