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 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.96KNew |
$190K - $202K
|
2.96K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.27K- 3.26% |
$81.2K - $86.2K
|
37.5K
$2.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.6K- 16.67% |
$103K - $109K
|
8K
$547K
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
725+ 1.62% |
$46.5K - $49.4K
|
45.6K
$3.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
5.63KNew |
$361K - $383K
|
5.63K
$385K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
6.17K+ 1.67% |
$396K - $420K
|
376K
$25.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
198+ 5.1% |
$12.7K - $13.5K
|
4.08K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-171- 4.26% |
$11K - $11.6K
|
3.85K
$263K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
15.3K+ 2.93% |
$981K - $1.04M
|
537K
$36.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.29K- 11.25% |
$147K - $156K
|
18.1K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-694- 8.54% |
$44.5K - $47.2K
|
7.43K
$509K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
219KNew |
$14.1M - $14.9M
|
219K
$15M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-447- 7.95% |
$28.7K - $30.4K
|
5.18K
$354K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
13.2K+ 5.13% |
$845K - $897K
|
270K
$18.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.05K+ 9.31% |
$67.3K - $71.5K
|
12.3K
$844K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.68K+ 2.27% |
$172K - $183K
|
121K
$8.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
6.9KNew |
$442K - $470K
|
6.9K
$472K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$192 - $204
|
17.6K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.35K- 1.13% |
$86.7K - $92K
|
118K
$8.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.25K- 4.33% |
$80.1K - $85K
|
27.6K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-465- 5.45% |
$29.8K - $31.7K
|
8.07K
$552K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49.4K+ 193.19% |
$3.17M - $3.36M
|
75K
$5.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.6K+ 381.13% |
$359K - $381K
|
7.06K
$483K
|
|
|
Oct 20, 2025
Q3 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
7K+ 1.64% |
$449K - $476K
|
435K
$29.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
7.83K+ 20.48% |
$502K - $533K
|
46K
$3.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.78K+ 0.75% |
$242K - $257K
|
508K
$34.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
21+ 0.29% |
$1.35K - $1.43K
|
7.35K
$503K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.69K+ 0.35% |
$172K - $183K
|
778K
$53.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-97- 1.31% |
$6.22K - $6.6K
|
7.32K
$501K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 0.61% |
$9.62K - $10.2K
|
24.6K
$1.68M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-772- 1.25% |
$49.5K - $52.6K
|
60.9K
$4.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
94New |
$6.03K - $6.4K
|
94
$6.43K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
891+ 99.11% |
$57.1K - $60.7K
|
1.79K
$122K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
15+ 0.55% |
$962 - $1.02K
|
2.72K
$186K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
245New |
$15.7K - $16.7K
|
245
$16.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
118+ 0.3% |
$7.57K - $8.03K
|
39.5K
$2.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
6.27KNew |
$402K - $427K
|
6.27K
$429K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.48K- 14.59% |
$94.7K - $101K
|
8.65K
$592K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.33KNew |
$278K - $295K
|
4.33K
$297K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 4.69% |
$70.1K - $74.5K
|
22.2K
$1.52M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 30.27% |
$126K - $134K
|
4.54K
$311K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.76K- 17.47% |
$113K - $120K
|
8.31K
$569K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-941- 4.97% |
$60.3K - $64.1K
|
18K
$1.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-6.32K- 58.11% |
$405K - $430K
|
4.56K
$312K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
185New |
$11.9K - $12.6K
|
185
$12.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
551+ 3.1% |
$35.3K - $37.5K
|
18.3K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.75K+ 41.99% |
$112K - $119K
|
5.9K
$404K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.06% |
$64.1 - $68.1
|
1.66K
$113K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
247+ 3.15% |
$15.8K - $16.8K
|
8.08K
$553K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-274- 5.12% |
$17.6K - $18.7K
|
5.07K
$347K
|
|