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 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
18K+ 7.44% |
$1.15M - $1.22M
|
259K
$17.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
30+ 0.42% |
$1.92K - $2.04K
|
7.19K
$492K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.3K+ 11.8% |
$850K - $902K
|
126K
$8.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.45K- 6.56% |
$92.8K - $98.6K
|
20.6K
$1.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
29+ 0.54% |
$1.86K - $1.97K
|
5.35K
$366K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-798- 3.14% |
$51.2K - $54.3K
|
24.6K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
563+ 1.32% |
$36.1K - $38.3K
|
43.2K
$2.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.58K+ 5.76% |
$229K - $244K
|
65.7K
$4.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.69K+ 6.53% |
$429K - $455K
|
109K
$7.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
408+ 0.55% |
$26.2K - $27.8K
|
75K
$5.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-93- 1.9% |
$5.96K - $6.33K
|
4.79K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.7K+ 7.17% |
$689K - $731K
|
161K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
395+ 1.06% |
$25.3K - $26.9K
|
37.7K
$2.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
563+ 1.37% |
$36.1K - $38.3K
|
41.7K
$2.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
818+ 0.9% |
$52.5K - $55.7K
|
91.6K
$6.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
282+ 0.54% |
$18.1K - $19.2K
|
52.5K
$3.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
55.8K+ 115.97% |
$3.58M - $3.8M
|
104K
$7.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-2.13K- 0.88% |
$136K - $145K
|
240K
$16.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-890- 10.32% |
$57.1K - $60.6K
|
7.73K
$529K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.45K- 53.45% |
$285K - $303K
|
3.88K
$265K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
866+ 2.78% |
$55.5K - $59K
|
32.1K
$2.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-13K- 56.29% |
$834K - $885K
|
10.1K
$691K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150- 5.11% |
$9.62K - $10.2K
|
2.79K
$191K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.75K+ 6.74% |
$305K - $324K
|
75.3K
$5.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.32K+ 1.9% |
$149K - $158K
|
125K
$8.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
40.3KNew |
$2.59M - $2.74M
|
40.3K
$2.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
174+ 1.51% |
$11.2K - $11.8K
|
11.7K
$801K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
167+ 0.16% |
$10.7K - $11.4K
|
104K
$7.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
553+ 12.7% |
$35.5K - $37.6K
|
4.91K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
26K+ 360.74% |
$1.67M - $1.77M
|
33.2K
$2.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-794- 19.16% |
$50.9K - $54.1K
|
3.35K
$229K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.29K+ 0.68% |
$82.6K - $87.7K
|
192K
$13.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-139- 2.16% |
$8.91K - $9.46K
|
6.31K
$431K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-9.04K- 5.78% |
$580K - $615K
|
147K
$10.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.49K+ 1.76% |
$95.7K - $102K
|
86.5K
$5.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
180+ 0.47% |
$11.5K - $12.3K
|
38.7K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-739- 1.43% |
$47.4K - $50.3K
|
50.8K
$3.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-575- 2.29% |
$36.9K - $39.1K
|
24.6K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.04K+ 7.27% |
$66.4K - $70.5K
|
15.3K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-14K- 60.9% |
$897K - $952K
|
8.98K
$615K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 1.94% |
$1.22K - $1.29K
|
996
$68.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-34K- 12.2% |
$2.18M - $2.31M
|
245K
$16.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-598- 6.95% |
$38.3K - $40.7K
|
8K
$548K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.09K+ 22.62% |
$69.8K - $74.1K
|
5.9K
$404K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.56K- 9.27% |
$100K - $106K
|
15.3K
$1.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
145+ 4.2% |
$9.3K - $9.87K
|
3.6K
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
88+ 0.89% |
$5.64K - $5.99K
|
9.97K
$682K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
13K+ 10.79% |
$833K - $884K
|
133K
$9.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.2K+ 8.9% |
$1.23M - $1.3M
|
234K
$16M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.86K+ 2.92% |
$440K - $467K
|
242K
$16.6M
|
|