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
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
953+ 1.5% |
$61.1K - $64.9K
|
64.7K
$4.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
24.8K+ 145.12% |
$1.59M - $1.69M
|
41.9K
$2.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.88K+ 2.48% |
$249K - $264K
|
160K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
200New |
$12.8K - $13.6K
|
200
$13.7K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75.4K+ 10.4% |
$4.84M - $5.14M
|
801K
$54.8M
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.17K+ 3.46% |
$139K - $148K
|
64.8K
$4.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.62K+ 2.19% |
$232K - $247K
|
169K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
31New |
$1.99K - $2.11K
|
31
$2.12K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15.7K- 27.74% |
$1.01M - $1.07M
|
40.9K
$2.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.12K- 4.82% |
$328K - $348K
|
101K
$6.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
6.83KNew |
$438K - $465K
|
6.83K
$468K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
84+ 6.98% |
$5.39K - $5.72K
|
1.29K
$88.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
456+ 4.46% |
$29.2K - $31K
|
10.7K
$731K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.97K+ 4.08% |
$127K - $134K
|
50.4K
$3.45M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
418+ 5.9% |
$26.8K - $28.5K
|
7.5K
$513K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
16K+ 64.16% |
$1.03M - $1.09M
|
41K
$2.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
8+ 0.17% |
$513 - $545
|
4.61K
$315K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-732- 8.83% |
$46.9K - $49.8K
|
7.55K
$517K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-642- 5.28% |
$41.2K - $43.7K
|
11.5K
$788K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
196New |
$12.6K - $13.3K
|
196
$13.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
40.4KNew |
$2.59M - $2.75M
|
40.4K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.7K+ 42.65% |
$750K - $797K
|
39.1K
$2.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.6KNew |
$231K - $245K
|
3.6K
$246K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
9.56K+ 6.2% |
$613K - $651K
|
164K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
73New |
$4.68K - $4.97K
|
73
$5K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10K+ 25.88% |
$641K - $681K
|
48.6K
$3.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$64.1 - $68.1
|
15.1K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
179+ 89.5% |
$11.5K - $12.2K
|
379
$25.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.2K- 1.96% |
$1.17M - $1.24M
|
911K
$62.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.14K+ 188.45% |
$137K - $145K
|
3.27K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
75+ 26.79% |
$4.81K - $5.11K
|
355
$24.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.27K+ 11.34% |
$274K - $291K
|
41.9K
$2.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-951- 12.48% |
$61K - $64.7K
|
6.67K
$457K
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-250- 1.09% |
$16K - $17K
|
22.7K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-130- 0.25% |
$8.34K - $8.85K
|
51.9K
$3.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
411+ 2.5% |
$26.4K - $28K
|
16.9K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
282New |
$18.1K - $19.2K
|
282
$19.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.3K+ 1.27% |
$5.15M - $5.46M
|
6.38M
$437M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-49.7K- 77.0% |
$3.19M - $3.38M
|
14.8K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-397- 1.56% |
$25.5K - $27K
|
25K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-39.6K- 0.83% |
$2.54M - $2.7M
|
4.73M
$324M
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.86KNew |
$247K - $263K
|
3.86K
$264K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14K- 56.91% |
$895K - $950K
|
10.6K
$723K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.01% |
$64.1 - $68.1
|
11.2K
$765K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
81.4K+ 502.47% |
$5.22M - $5.54M
|
97.6K
$6.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.31K- 11.73% |
$276K - $293K
|
32.4K
$2.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-904- 9.62% |
$58K - $61.5K
|
8.49K
$581K
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 0.48% |
$110K - $117K
|
362K
$24.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
576+ 2.17% |
$36.9K - $39.2K
|
27.1K
$1.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
3.24KNew |
$208K - $221K
|
3.24K
$222K
|
|