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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-30- 1.09% |
$1.66K - $1.92K
|
2.73K
$187K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
360New |
$19.9K - $23K
|
360
$24.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.87K- 52.85% |
$103K - $119K
|
1.66K
$114K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
760New |
$42K - $48.6K
|
760
$52K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
3.15KNew |
$174K - $202K
|
3.15K
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
95K+ 51.77% |
$5.24M - $6.07M
|
278K
$19.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2- 33.33% |
$110 - $128
|
4
$274
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.6KNew |
$88.5K - $102K
|
1.6K
$110K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
14.6KNew |
$808K - $936K
|
14.6K
$1M
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
4.43K+ 42.65% |
$244K - $283K
|
14.8K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
249New |
$13.7K - $15.9K
|
249
$17K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
4.2KNew |
$232K - $269K
|
4.2K
$287K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
503New |
$27.8K - $32.2K
|
503
$34.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 2.63% |
$55.2 - $63.9
|
39
$2.67K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
750New |
$41.4K - $48K
|
750
$51.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21.3K+ 469.05% |
$1.18M - $1.36M
|
25.9K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
309New |
$17.1K - $19.8K
|
309
$21.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
121New |
$6.68K - $7.74K
|
121
$8.28K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.12K- 9.61% |
$62K - $71.8K
|
10.6K
$723K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
285New |
$15.7K - $18.2K
|
285
$19.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
48New |
$2.65K - $3.07K
|
48
$3.28K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-13- 44.83% |
$718 - $831
|
16
$1.09K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
886+ 3.81% |
$48.9K - $56.7K
|
24.1K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.1KNew |
$558K - $646K
|
10.1K
$691K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.61K+ 57.77% |
$88.7K - $103K
|
4.39K
$300K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.2KNew |
$342K - $396K
|
6.2K
$424K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.14KNew |
$173K - $201K
|
3.14K
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.77KNew |
$319K - $369K
|
5.77K
$395K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-989- 21.41% |
$54.6K - $63.2K
|
3.63K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$220K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7.26K- 7.15% |
$401K - $464K
|
94.4K
$6.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
886New |
$48.9K - $56.7K
|
886
$60.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.21KNew |
$177K - $205K
|
3.21K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78.5K- 21.16% |
$4.34M - $5.02M
|
293K
$20M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-7.12K- 33.51% |
$393K - $455K
|
14.1K
$967K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
725+ 13.16% |
$40K - $46.4K
|
6.23K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.13K- 36.9% |
$173K - $200K
|
5.35K
$366K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 394.75% |
$108K - $125K
|
2.45K
$168K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-906- 3.47% |
$50K - $57.9K
|
25.2K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.44KNew |
$245K - $284K
|
4.44K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.1K+ 26.07% |
$171K - $198K
|
15K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-150- 0.55% |
$8.28K - $9.59K
|
27.1K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
28+ 0.21% |
$1.55K - $1.79K
|
13.6K
$927K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-908- 19.82% |
$50.1K - $58.1K
|
3.67K
$251K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-313- 7.06% |
$17.3K - $20K
|
4.12K
$282K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.86KNew |
$213K - $246K
|
3.86K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
83New |
$4.58K - $5.31K
|
83
$5.68K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-440- 1.27% |
$24.3K - $28.1K
|
34.1K
$2.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100+ 1.6% |
$5.52K - $6.39K
|
6.33K
$433K
|
|