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 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11- 0.27% |
$705 - $749
|
4.02K
$275K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.6K+ 14.35% |
$102K - $109K
|
12.7K
$870K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-114- 18.66% |
$7.31K - $7.76K
|
497
$34K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.05KNew |
$195K - $207K
|
3.05K
$209K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
367+ 0.91% |
$23.5K - $25K
|
40.6K
$2.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5+ 0.03% |
$321 - $340
|
14.9K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-225- 1.67% |
$14.4K - $15.3K
|
13.2K
$906K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.6K+ 8.6% |
$423K - $450K
|
83.4K
$5.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-16- 0.3% |
$1.03K - $1.09K
|
5.29K
$362K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-455- 3.02% |
$29.2K - $31K
|
14.6K
$999K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1+ 0.12% |
$64.1 - $68.1
|
821
$56.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.03% |
$256 - $272
|
13.6K
$933K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.2K+ 13.33% |
$849K - $901K
|
112K
$7.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
9.23K+ 3.04% |
$592K - $628K
|
313K
$21.4M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.13K+ 1354.14% |
$136K - $145K
|
2.28K
$156K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.33% |
$64.1 - $68.1
|
303
$20.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-173K- 49.83% |
$11.1M - $11.8M
|
175K
$11.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
430+ 9.2% |
$27.6K - $29.3K
|
5.1K
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.5K- 3.11% |
$288K - $306K
|
140K
$9.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-88- 2.02% |
$5.64K - $5.99K
|
4.26K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.2K+ 6.25% |
$1.1M - $1.17M
|
292K
$19.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.61K+ 10.6% |
$168K - $178K
|
27.3K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 4.8% |
$83.4K - $88.5K
|
25.8K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.06% |
$192 - $204
|
4.62K
$316K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.94K+ 10.0% |
$316K - $336K
|
54.3K
$3.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
148New |
$9.49K - $10.1K
|
148
$10.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-31- 0.8% |
$1.99K - $2.11K
|
3.86K
$264K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
3.52K+ 15.52% |
$225K - $239K
|
26.2K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
141K+ 384.11% |
$9.02M - $9.57M
|
177K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.9K+ 56.71% |
$1.66M - $1.76M
|
71.6K
$4.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.65K+ 0.84% |
$105K - $112K
|
197K
$13.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
114+ 0.6% |
$7.31K - $7.76K
|
19.2K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
104New |
$6.67K - $7.08K
|
104
$7.12K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
17+ 0.54% |
$1.09K - $1.16K
|
3.17K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-10- 0.14% |
$641 - $681
|
7K
$479K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
7.23KNew |
$463K - $492K
|
7.23K
$495K
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-578- 2.88% |
$37.1K - $39.4K
|
19.5K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-95- 0.18% |
$6.09K - $6.47K
|
52.7K
$3.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-328- 7.65% |
$21K - $22.3K
|
3.96K
$271K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
163K+ 2.05% |
$10.5M - $11.1M
|
8.12M
$556M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
SELL
|
- |
-3K- 41.1% |
$192K - $204K
|
4.3K
$294K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.8K+ 14.83% |
$1.08M - $1.14M
|
130K
$8.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.51K+ 13.96% |
$225K - $239K
|
28.7K
$1.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-421- 2.83% |
$27K - $28.7K
|
14.4K
$988K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-373- 2.1% |
$23.9K - $25.4K
|
17.4K
$1.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-354K- 4.47% |
$22.7M - $24.1M
|
7.56M
$517M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
12.4K+ 8.72% |
$797K - $846K
|
155K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.37% |
$898 - $953
|
3.77K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-229- 88.76% |
$14.7K - $15.6K
|
29
$1.98K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25+ 0.33% |
$1.6K - $1.7K
|
7.72K
$528K
|
|