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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
300New |
$19.2K - $20.4K
|
300
$20.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-43.8K- 17.13% |
$2.81M - $2.98M
|
212K
$14.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-180- 1.79% |
$11.5K - $12.3K
|
9.87K
$675K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11K+ 7.85% |
$707K - $751K
|
152K
$10.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.59K- 17.03% |
$358K - $381K
|
27.2K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
13.9KNew |
$889K - $943K
|
13.9K
$948K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.01K+ 3.61% |
$129K - $137K
|
57.8K
$3.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
571+ 8.23% |
$36.6K - $38.9K
|
7.51K
$514K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-746- 92.56% |
$47.8K - $50.8K
|
60
$4.11K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.39K+ 2.04% |
$89.1K - $94.6K
|
69.5K
$4.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-411- 6.15% |
$26.4K - $28K
|
6.27K
$429K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
SELL
|
- |
-150- 1.84% |
$9.62K - $10.2K
|
8.01K
$548K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
2.03K+ 9.6% |
$130K - $138K
|
23.2K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-34.3K- 5.57% |
$2.2M - $2.34M
|
582K
$39.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-29.8K- 24.19% |
$1.91M - $2.03M
|
93.5K
$6.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.68K+ 8.81% |
$300K - $319K
|
57.8K
$3.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-153- 7.29% |
$9.81K - $10.4K
|
1.95K
$133K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-184- 1.5% |
$11.8K - $12.5K
|
12.1K
$826K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.9K- 7.66% |
$763K - $810K
|
144K
$9.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-14.2K- 54.08% |
$913K - $969K
|
12.1K
$827K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
2.04K+ 2.1% |
$131K - $139K
|
99K
$6.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
SELL
|
- |
-2.66K- 2.31% |
$170K - $181K
|
112K
$7.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.12K+ 224.47% |
$520K - $553K
|
11.7K
$803K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.5K+ 1.36% |
$481K - $510K
|
558K
$38.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
513+ 7.32% |
$32.9K - $34.9K
|
7.52K
$515K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.86KNew |
$504K - $535K
|
7.86K
$538K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
86+ 1.03% |
$5.51K - $5.85K
|
8.4K
$575K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
480New |
$30.8K - $32.7K
|
480
$32.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
116+ 0.53% |
$7.44K - $7.9K
|
22K
$1.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$64.1 - $68.1
|
6.91K
$473K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-584- 1.09% |
$37.4K - $39.8K
|
53.1K
$3.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-600- 1.99% |
$38.5K - $40.8K
|
29.5K
$2.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-8.77K- 2.0% |
$563K - $597K
|
429K
$29.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
23.2K+ 1.91% |
$1.49M - $1.58M
|
1.23M
$84.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
77+ 350.0% |
$4.94K - $5.24K
|
99
$6.77K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.76K+ 34.0% |
$433K - $460K
|
26.6K
$1.82M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-255- 12.48% |
$16.4K - $17.4K
|
1.79K
$122K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
7.26K+ 7.82% |
$466K - $495K
|
100K
$6.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.32K- 22.47% |
$213K - $226K
|
11.5K
$785K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.93K- 27.99% |
$444K - $472K
|
17.8K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-56.5K- 52.77% |
$3.62M - $3.85M
|
50.6K
$3.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-579- 11.68% |
$37.1K - $39.4K
|
4.38K
$300K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.1% |
$192 - $204
|
3.13K
$214K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
11+ 0.19% |
$705 - $749
|
5.9K
$404K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.16K+ 2.16% |
$139K - $147K
|
102K
$6.99M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.54KClosed |
$227K - $241K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.96K- 4.2% |
$190K - $201K
|
67.4K
$4.61M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
775+ 20.5% |
$49.7K - $52.8K
|
4.56K
$312K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
44.5K+ 4.98% |
$2.85M - $3.03M
|
937K
$64.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 5.9% |
$64.1K - $68.1K
|
15.9K
$1.09M
|
|