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 28, 2025
Q3 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$128 - $136
|
8.24K
$564K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-651- 17.35% |
$41.7K - $44.3K
|
3.1K
$212K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
94.1KNew |
$6.03M - $6.41M
|
94.1K
$6.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.21K+ 1.29% |
$334K - $355K
|
409K
$28M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18- 0.15% |
$1.15K - $1.23K
|
12K
$818K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.89K+ 6.91% |
$121K - $128K
|
29.2K
$2M
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-808- 18.98% |
$51.8K - $55K
|
3.45K
$236K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.59K+ 7.14% |
$166K - $176K
|
38.8K
$2.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.63K+ 4.45% |
$233K - $247K
|
85.3K
$5.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
12+ 0.52% |
$769 - $817
|
2.34K
$160K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.27K+ 1.78% |
$595K - $631K
|
529K
$36.2M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-1.04K- 9.31% |
$66.4K - $70.5K
|
10.1K
$691K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.64K+ 3.96% |
$170K - $180K
|
69.5K
$4.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-355- 3.49% |
$22.8K - $24.2K
|
9.81K
$671K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.03KNew |
$65.9K - $70K
|
1.03K
$70.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-426- 17.55% |
$27.3K - $29K
|
2K
$137K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
16.9K+ 58.32% |
$1.08M - $1.15M
|
45.8K
$3.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.25K- 6.23% |
$79.9K - $84.8K
|
18.8K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.01K- 23.61% |
$64.8K - $68.8K
|
3.27K
$224K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-65.3K- 93.72% |
$4.19M - $4.45M
|
4.38K
$300K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
196K+ 14.98% |
$12.5M - $13.3M
|
1.5M
$103M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 28.31% |
$672K - $713K
|
47.5K
$3.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
32.3KNew |
$2.07M - $2.2M
|
32.3K
$2.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
12K+ 2.41% |
$771K - $818K
|
510K
$34.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.52K+ 6.41% |
$97.6K - $104K
|
25.3K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.56KNew |
$228K - $242K
|
3.56K
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-54.3K- 15.99% |
$3.48M - $3.7M
|
285K
$19.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.31KNew |
$212K - $225K
|
3.31K
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.36K- 32.72% |
$216K - $229K
|
6.91K
$473K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.89K+ 1.7% |
$249K - $265K
|
232K
$15.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-5.07K- 19.44% |
$325K - $345K
|
21K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 2.39% |
$912K - $968K
|
608K
$41.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
249+ 1.04% |
$16K - $17K
|
24.1K
$1.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 0.55% |
$449 - $477
|
1.28K
$87.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
18.1K+ 14.52% |
$1.16M - $1.23M
|
143K
$9.75M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
6.53K+ 5.75% |
$419K - $445K
|
120K
$8.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.51KNew |
$225K - $239K
|
3.51K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-5.39K- 2.24% |
$346K - $367K
|
235K
$16.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-3.47K- 6.97% |
$223K - $236K
|
46.4K
$3.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
215+ 2.52% |
$13.8K - $14.6K
|
8.74K
$598K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-11.9K- 37.72% |
$763K - $810K
|
19.6K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.63K+ 3.52% |
$169K - $179K
|
77.5K
$5.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.45K- 47.34% |
$542K - $576K
|
9.41K
$644K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.45K+ 8.06% |
$93.1K - $98.9K
|
19.5K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.61K+ 66.36% |
$424K - $450K
|
16.6K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.38K- 2.9% |
$152K - $162K
|
79.6K
$5.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-450- 3.28% |
$28.9K - $30.6K
|
13.3K
$909K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.43K+ 1.59% |
$156K - $165K
|
155K
$10.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-17.3K- 8.39% |
$1.11M - $1.18M
|
189K
$13M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-967- 7.24% |
$62K - $65.8K
|
12.4K
$848K
|
|