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 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-449- 7.1% |
$28.8K - $30.6K
|
5.87K
$402K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4+ 0.07% |
$256 - $272
|
5.48K
$375K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
549+ 0.65% |
$35.2K - $37.4K
|
85K
$5.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.85K+ 2.8% |
$183K - $194K
|
105K
$7.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
19.7K+ 3.0% |
$1.27M - $1.34M
|
678K
$46.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
154New |
$9.87K - $10.5K
|
154
$10.5K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
51+ 0.39% |
$3.27K - $3.47K
|
13K
$890K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-5.17K- 1.4% |
$332K - $352K
|
365K
$24.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
67.1K+ 1073.12% |
$4.3M - $4.57M
|
73.4K
$5.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 14.29% |
$143K - $152K
|
17.9K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.93K+ 28.31% |
$316K - $336K
|
22.4K
$1.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
19+ 0.53% |
$1.22K - $1.29K
|
3.59K
$246K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
18+ 0.03% |
$1.15K - $1.23K
|
56.3K
$3.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
771New |
$49.4K - $52.5K
|
771
$52.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.41K- 1.84% |
$475K - $505K
|
395K
$27M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
101K+ 16.3% |
$6.48M - $6.88M
|
721K
$49.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.46K+ 7.52% |
$158K - $167K
|
35.1K
$2.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
870K+ 2119.62% |
$55.8M - $59.3M
|
911K
$62.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-4.42K- 1.56% |
$283K - $301K
|
278K
$19.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
3.18K+ 4.35% |
$204K - $216K
|
76.2K
$5.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-2K- 8.75% |
$128K - $136K
|
20.9K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
230+ 0.87% |
$14.7K - $15.7K
|
26.5K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.23K- 6.76% |
$335K - $356K
|
72.2K
$4.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-18- 3.28% |
$1.15K - $1.23K
|
531
$36.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.99K+ 36.39% |
$192K - $203K
|
11.2K
$767K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.12K+ 35.43% |
$71.6K - $76K
|
4.27K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-316- 5.7% |
$20.3K - $21.5K
|
5.23K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.35K+ 9.0% |
$279K - $296K
|
52.7K
$3.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-361- 3.57% |
$23.1K - $24.6K
|
9.76K
$668K
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-6.76K- 10.34% |
$433K - $460K
|
58.6K
$4.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-150- 2.6% |
$9.62K - $10.2K
|
5.61K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.17% |
$64.1 - $68.1
|
600
$41.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.07KNew |
$133K - $141K
|
2.07K
$141K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
113K+ 25182.22% |
$7.27M - $7.71M
|
114K
$7.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.6K+ 24.15% |
$103K - $109K
|
8.25K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.67K+ 3.06% |
$235K - $250K
|
123K
$8.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
6.41KNew |
$411K - $436K
|
6.41K
$438K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-994- 1.19% |
$63.7K - $67.7K
|
82.7K
$5.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
207+ 2.26% |
$13.3K - $14.1K
|
9.38K
$642K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.79K+ 4.99% |
$115K - $122K
|
37.7K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.92K+ 0.8% |
$636K - $675K
|
1.25M
$85.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
65+ 0.44% |
$4.17K - $4.43K
|
14.8K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-501- 2.66% |
$32.1K - $34.1K
|
18.3K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.5K+ 2.95% |
$1.89M - $2.01M
|
1.03M
$70.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
15.8K+ 2.56% |
$1.01M - $1.08M
|
633K
$43.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Geneva Partners, LLC
|
BUY
|
- |
656+ 13.17% |
$42.1K - $44.7K
|
5.64K
$386K
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
57.9K+ 5.33% |
$3.71M - $3.94M
|
1.14M
$78.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.52K- 1.13% |
$482K - $512K
|
658K
$45M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1K- 11.87% |
$64.1K - $68.1K
|
7.42K
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
73+ 1.61% |
$4.68K - $4.97K
|
4.62K
$316K
|
|