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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
384+ 10.41% |
$24.6K - $26.1K
|
4.07K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.36K+ 1403.75% |
$408K - $433K
|
6.81K
$466K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.79K+ 10.7% |
$115K - $122K
|
18.5K
$1.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.6K- 7.46% |
$1.13M - $1.2M
|
218K
$14.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.3K- 0.64% |
$726K - $771K
|
1.77M
$121M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.23K+ 6.28% |
$464K - $492K
|
122K
$8.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
97KNew |
$6.22M - $6.6M
|
97K
$6.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-154- 0.35% |
$9.87K - $10.5K
|
44.3K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
325K+ 14.37% |
$20.8M - $22.1M
|
2.58M
$177M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-149K- 14.51% |
$9.52M - $10.1M
|
875K
$59.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.33K- 3.82% |
$406K - $431K
|
159K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.13K- 16.26% |
$201K - $213K
|
16.1K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47K+ 11.33% |
$3.01M - $3.2M
|
462K
$31.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.77K- 8.98% |
$434K - $461K
|
68.6K
$4.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
55New |
$3.53K - $3.74K
|
55
$3.76K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-173K- 6.15% |
$11.1M - $11.8M
|
2.64M
$181M
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
512+ 0.44% |
$32.8K - $34.9K
|
118K
$8.04M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-182- 5.61% |
$11.7K - $12.4K
|
3.06K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-579- 22.71% |
$37.1K - $39.4K
|
1.97K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
18.9K+ 9.69% |
$1.21M - $1.28M
|
213K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.99K+ 24.24% |
$320K - $340K
|
25.6K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-755- 0.41% |
$48.4K - $51.4K
|
183K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.68K+ 28.18% |
$172K - $182K
|
12.2K
$834K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.59KNew |
$551K - $585K
|
8.59K
$588K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.5K+ 45.45% |
$160K - $170K
|
8K
$547K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.09K- 1.76% |
$454K - $482K
|
396K
$27.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.6K- 1.12% |
$102K - $109K
|
141K
$9.66M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-335- 4.85% |
$21.5K - $22.8K
|
6.58K
$450K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16.1K+ 43.82% |
$1.03M - $1.1M
|
52.9K
$3.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
784+ 19.19% |
$50.3K - $53.4K
|
4.87K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.53KNew |
$98K - $104K
|
1.53K
$105K
|
|
|
Nov 14, 2025
Q3 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-25- 0.47% |
$1.6K - $1.7K
|
5.31K
$363K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 0.52% |
$6.41K - $6.81K
|
19.3K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.7K+ 0.98% |
$109K - $116K
|
174K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.26K+ 2.78% |
$209K - $222K
|
121K
$8.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-2.91K- 1.22% |
$186K - $198K
|
236K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-2.08K- 43.15% |
$133K - $142K
|
2.74K
$188K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-137- 0.52% |
$8.78K - $9.33K
|
26K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
167+ 0.2% |
$10.7K - $11.4K
|
81.7K
$5.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-911- 13.97% |
$58.4K - $62K
|
5.61K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-499- 1.57% |
$32K - $34K
|
31.3K
$2.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.6K+ 8.89% |
$103K - $109K
|
19.6K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7.19K+ 10.01% |
$461K - $490K
|
79.1K
$5.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
102K+ 46.36% |
$6.52M - $6.92M
|
321K
$22M
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.05K+ 8.4% |
$67.4K - $71.6K
|
13.6K
$929K
|
|
|
Nov 14, 2025
Q3 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-827- 1.97% |
$53K - $56.3K
|
41.2K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
458K+ 4.57% |
$29.3M - $31.2M
|
10.5M
$716M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
3.84K+ 4.74% |
$246K - $261K
|
84.8K
$5.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-218K- 71.91% |
$14M - $14.9M
|
85.3K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-12- 0.3% |
$769 - $817
|
4.01K
$274K
|
|