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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
8.64K+ 19.24% |
$477K - $552K
|
53.5K
$3.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.14% |
$110 - $128
|
1.48K
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-225- 44.55% |
$12.4K - $14.4K
|
280
$19.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-39- 3.17% |
$2.15K - $2.49K
|
1.19K
$81.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
49.3K+ 3.48% |
$2.72M - $3.15M
|
1.47M
$100M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-42.8K- 6.44% |
$2.36M - $2.73M
|
622K
$42.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-3- 0.07% |
$166 - $192
|
4.35K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-1.29K- 4.01% |
$71.3K - $82.5K
|
30.9K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
461New |
$25.5K - $29.5K
|
461
$31.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-900- 3.58% |
$49.7K - $57.5K
|
24.3K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.07K+ 3.13% |
$169K - $196K
|
101K
$6.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
734+ 17.72% |
$40.5K - $46.9K
|
4.88K
$334K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
160New |
$8.84K - $10.2K
|
160
$10.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.94K+ 53.66% |
$107K - $124K
|
5.56K
$380K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-948- 2.53% |
$52.3K - $60.6K
|
36.5K
$2.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-215- 3.28% |
$11.9K - $13.7K
|
6.33K
$433K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
975+ 5.46% |
$53.8K - $62.3K
|
18.8K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
1.35KNew |
$74.5K - $86.3K
|
1.35K
$92.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
63New |
$3.48K - $4.03K
|
63
$4.31K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.74MNew |
$151M - $175M
|
2.74M
$188M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
948New |
$52.3K - $60.6K
|
948
$64.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 4.62% |
$5.3K - $6.14K
|
2.18K
$149K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$55.2 - $63.9
|
52K
$3.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$110 - $128
|
447
$30.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
222+ 13.52% |
$12.3K - $14.2K
|
1.86K
$128K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
115+ 2.29% |
$6.35K - $7.35K
|
5.14K
$352K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
43+ 0.65% |
$2.37K - $2.75K
|
6.69K
$458K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.58KNew |
$95.5K - $102K
|
1.58K
$108K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-500- 91.58% |
$30.2K - $32.2K
|
46
$3.15K
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
10.2KNew |
$616K - $657K
|
10.2K
$697K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.09KClosed |
$489K - $521K
|
0
$0
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-696- 16.58% |
$42.1K - $44.8K
|
3.5K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.35K+ 5.41% |
$384K - $409K
|
124K
$8.47M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-14.6K- 83.0% |
$886K - $944K
|
3K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-930- 5.98% |
$56.2K - $59.9K
|
14.6K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-100- 0.74% |
$6.05K - $6.44K
|
13.4K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
18New |
$1.09K - $1.16K
|
18
$1.23K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
465New |
$28.1K - $30K
|
465
$31.8K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1KNew |
$60.5K - $64.4K
|
1K
$68.4K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.3KNew |
$684K - $729K
|
11.3K
$774K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
178+ 5.09% |
$10.8K - $11.5K
|
3.67K
$251K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
173+ 4.62% |
$10.5K - $11.1K
|
3.92K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.97KNew |
$119K - $127K
|
1.97K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
277K+ 8816.05% |
$16.7M - $17.8M
|
280K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.97KNew |
$301K - $320K
|
4.97K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.42K+ 2.37% |
$206K - $220K
|
148K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
105+ 23.86% |
$6.35K - $6.76K
|
545
$37.3K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-465- 10.99% |
$28.1K - $30K
|
3.77K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-14.4K- 79.43% |
$872K - $929K
|
3.74K
$256K
|
|