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 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.41K- 27.21% |
$219K - $232K
|
9.13K
$625K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11K+ 22.6% |
$707K - $751K
|
59.8K
$4.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1+ 0.02% |
$64.1 - $68.1
|
5.26K
$360K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
800New |
$51.3K - $54.5K
|
800
$54.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.9K+ 2.17% |
$122K - $129K
|
89.6K
$6.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-499- 52.97% |
$32K - $34K
|
443
$30.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-287- 5.86% |
$18.4K - $19.5K
|
4.61K
$316K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
210+ 2.57% |
$13.5K - $14.3K
|
8.37K
$573K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
14K+ 4.1% |
$898K - $953K
|
355K
$24.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
40.5K+ 8.87% |
$2.59M - $2.75M
|
497K
$34M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-126K- 44.13% |
$8.05M - $8.55M
|
159K
$10.9M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-85- 1.13% |
$5.45K - $5.79K
|
7.45K
$510K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
47+ 3.2% |
$3.01K - $3.2K
|
1.52K
$104K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
908+ 4.48% |
$58.2K - $61.8K
|
21.2K
$1.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
443+ 0.19% |
$28.4K - $30.2K
|
229K
$15.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23K- 68.72% |
$1.47M - $1.56M
|
10.5K
$716K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12.4K+ 4.25% |
$793K - $842K
|
304K
$20.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
678New |
$43.5K - $46.2K
|
678
$46.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
54+ 0.88% |
$3.46K - $3.68K
|
6.2K
$424K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$192 - $204
|
676
$46.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.2K+ 0.53% |
$141K - $149K
|
416K
$28.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
BUY
|
- |
700+ 0.67% |
$44.9K - $47.7K
|
105K
$7.16M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.83K- 6.44% |
$181K - $192K
|
41K
$2.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.02K- 9.19% |
$65.1K - $69.1K
|
10K
$686K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
24+ 0.54% |
$1.54K - $1.63K
|
4.47K
$306K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-181- 0.68% |
$11.6K - $12.3K
|
26.4K
$1.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
310+ 4.22% |
$19.9K - $21.1K
|
7.66K
$524K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.79K+ 2.69% |
$500K - $530K
|
297K
$20.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
319+ 4.31% |
$20.5K - $21.7K
|
7.73K
$529K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-133- 1.94% |
$8.53K - $9.05K
|
6.72K
$460K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-13.4K- 17.27% |
$862K - $916K
|
64.4K
$4.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7+ 0.13% |
$449 - $477
|
5.4K
$370K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
7.09K+ 1.95% |
$455K - $483K
|
370K
$25.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-218- 0.63% |
$14K - $14.8K
|
34.3K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.1K- 6.31% |
$70.7K - $75K
|
16.4K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.88K- 3.92% |
$185K - $196K
|
70.7K
$4.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-376- 1.6% |
$24.1K - $25.6K
|
23.2K
$1.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
909+ 7.53% |
$58.3K - $61.9K
|
13K
$888K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
19+ 0.02% |
$1.22K - $1.29K
|
111K
$7.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18.8K+ 4.01% |
$1.21M - $1.28M
|
488K
$33.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
586+ 8.08% |
$37.6K - $39.9K
|
7.84K
$536K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.61K+ 3.37% |
$231K - $246K
|
111K
$7.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
290+ 0.14% |
$18.6K - $19.7K
|
206K
$14.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
18K+ 22.81% |
$1.15M - $1.22M
|
96.7K
$6.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
155K+ 51.21% |
$9.97M - $10.6M
|
459K
$31.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$219K - $233K
|
3.42K
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.34K+ 2.24% |
$150K - $159K
|
107K
$7.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.26K+ 20.94% |
$81K - $86.1K
|
7.3K
$500K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-902- 9.88% |
$57.8K - $61.4K
|
8.23K
$563K
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.12KNew |
$328K - $348K
|
5.12K
$350K
|
|