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 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
583+ 15.84% |
$37.4K - $39.7K
|
4.26K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.71K+ 75.09% |
$302K - $321K
|
11K
$752K
|
|
|
Nov 12, 2025
Q3 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-140- 0.58% |
$8.98K - $9.53K
|
23.8K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.11KNew |
$199K - $211K
|
3.11K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.1K+ 62.99% |
$327K - $347K
|
13.2K
$903K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-300- 3.11% |
$19.2K - $20.4K
|
9.35K
$640K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
408New |
$26.2K - $27.8K
|
408
$27.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.93K+ 5.92% |
$316K - $335K
|
88.2K
$6.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.75K+ 8.56% |
$368K - $391K
|
72.9K
$4.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13+ 0.35% |
$834 - $885
|
3.78K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.9K+ 21.05% |
$1.85M - $1.96M
|
166K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.09K+ 1.22% |
$69.6K - $73.9K
|
90.1K
$6.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-715- 17.18% |
$45.8K - $48.7K
|
3.45K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
94+ 0.85% |
$6.03K - $6.4K
|
11.1K
$761K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-117K- 41.34% |
$7.48M - $7.94M
|
166K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-2.8K- 8.35% |
$179K - $191K
|
30.7K
$2.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.13K+ 6.43% |
$72.4K - $76.9K
|
18.7K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.67K+ 2.16% |
$107K - $113K
|
78.6K
$5.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.08K- 0.35% |
$69.1K - $73.4K
|
310K
$21.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
560K+ 3.18% |
$35.9M - $38.1M
|
18.2M
$1.24B
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
497+ 1.97% |
$31.9K - $33.8K
|
25.7K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
728+ 6.29% |
$46.7K - $49.6K
|
12.3K
$842K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.27K- 22.37% |
$274K - $291K
|
14.8K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-7.66K- 28.95% |
$491K - $522K
|
18.8K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
90.3K+ 3.67% |
$5.79M - $6.15M
|
2.55M
$174M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-975- 0.83% |
$62.5K - $66.4K
|
116K
$7.94M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.3KNew |
$276K - $293K
|
4.3K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.06K+ 29.32% |
$132K - $140K
|
9.08K
$621K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-413- 4.07% |
$26.5K - $28.1K
|
9.74K
$666K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
13+ 0.02% |
$834 - $885
|
52.9K
$3.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
828+ 33.81% |
$53.1K - $56.4K
|
3.28K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
22.7KNew |
$1.45M - $1.54M
|
22.7K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
140+ 0.42% |
$8.98K - $9.53K
|
33.1K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
11K+ 5.3% |
$704K - $748K
|
218K
$14.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-27- 0.51% |
$1.73K - $1.84K
|
5.22K
$357K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
357+ 2.52% |
$22.9K - $24.3K
|
14.5K
$995K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5.99KNew |
$384K - $408K
|
5.99K
$410K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-451- 1.94% |
$28.9K - $30.7K
|
22.8K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
7.03KNew |
$451K - $479K
|
7.03K
$481K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.99K+ 1.56% |
$128K - $135K
|
130K
$8.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-601- 1.52% |
$38.5K - $40.9K
|
39K
$2.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
39.2K+ 30.52% |
$2.52M - $2.67M
|
168K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.76K+ 6.77% |
$177K - $188K
|
43.6K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.46K+ 5.7% |
$93.7K - $99.5K
|
27.1K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.17K+ 2.42% |
$139K - $147K
|
91.6K
$6.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-861- 3.33% |
$55.2K - $58.6K
|
25K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.49K+ 6.72% |
$95.2K - $101K
|
23.6K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-170K- 13.97% |
$10.9M - $11.6M
|
1.05M
$71.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-1.41K- 2.22% |
$90.3K - $95.9K
|
62K
$4.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-267- 1.46% |
$17.1K - $18.2K
|
18K
$1.23M
|
|