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
|
Pinnacle Associates LTD
|
SELL
|
- |
-947- 1.26% |
$60.7K - $64.5K
|
74.2K
$5.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
275+ 8.44% |
$17.6K - $18.7K
|
3.53K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
28.4K+ 2.18% |
$1.82M - $1.93M
|
1.33M
$91.3M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
94+ 1.38% |
$6.03K - $6.4K
|
6.9K
$472K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-207- 0.76% |
$13.3K - $14.1K
|
27.2K
$1.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
77.8K+ 26.02% |
$4.99M - $5.3M
|
377K
$25.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-809- 2.98% |
$51.9K - $55.1K
|
26.3K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.05K- 23.18% |
$388K - $412K
|
20K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
61.9KNew |
$3.97M - $4.22M
|
61.9K
$4.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
14.9K+ 74.48% |
$958K - $1.02M
|
35K
$2.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-4.3K- 31.85% |
$276K - $293K
|
9.2K
$630K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
2.79K+ 2.15% |
$179K - $190K
|
132K
$9.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-6- 1.61% |
$385 - $408
|
367
$25.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.35K- 0.74% |
$86.5K - $91.8K
|
182K
$12.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-3.33K- 13.59% |
$213K - $227K
|
21.2K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-55.1K- 25.79% |
$3.54M - $3.75M
|
159K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-142- 1.31% |
$9.11K - $9.67K
|
10.7K
$733K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
310+ 0.2% |
$19.9K - $21.1K
|
152K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-37.3K- 4.72% |
$2.39M - $2.54M
|
753K
$51.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-118- 0.34% |
$7.57K - $8.03K
|
34.3K
$2.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
7.89K+ 3.86% |
$506K - $537K
|
213K
$14.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-889- 5.55% |
$57K - $60.5K
|
15.1K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-494K- 50.12% |
$31.7M - $33.6M
|
492K
$33.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-52- 0.56% |
$3.33K - $3.54K
|
9.26K
$633K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.25K- 1.48% |
$144K - $153K
|
150K
$10.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
788+ 5.0% |
$50.5K - $53.6K
|
16.5K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11New |
$705 - $749
|
11
$753
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
609+ 294.2% |
$39K - $41.5K
|
816
$55.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 6.4% |
$980K - $1.04M
|
254K
$17.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-8.51K- 4.63% |
$546K - $580K
|
175K
$12M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18.3K+ 7.01% |
$1.17M - $1.25M
|
279K
$19.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.22K+ 5.53% |
$78.5K - $83.3K
|
23.4K
$1.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
27.3K+ 10.57% |
$1.75M - $1.86M
|
286K
$19.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-4.05K- 24.54% |
$260K - $276K
|
12.5K
$852K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
SELL
|
- |
-107- 5.7% |
$6.86K - $7.28K
|
1.77K
$121K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.61KNew |
$295K - $314K
|
4.61K
$315K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
258+ 1.0% |
$16.5K - $17.6K
|
26.2K
$1.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.78K+ 18.07% |
$114K - $121K
|
11.6K
$796K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.38K+ 2.13% |
$217K - $230K
|
162K
$11.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
400+ 1.39% |
$25.6K - $27.2K
|
29.1K
$1.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.89K- 49.25% |
$250K - $265K
|
4.01K
$275K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.1% |
$321 - $340
|
5.16K
$353K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
150+ 2.33% |
$9.62K - $10.2K
|
6.6K
$451K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
404+ 1.78% |
$25.9K - $27.5K
|
23.1K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-12.5K- 7.71% |
$805K - $854K
|
150K
$10.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
6+ 0.12% |
$385 - $408
|
4.96K
$339K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-1.18K- 2.43% |
$75.6K - $80.3K
|
47.4K
$3.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
18+ 0.56% |
$1.15K - $1.23K
|
3.22K
$220K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.16K+ 5.78% |
$331K - $351K
|
94.4K
$6.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
4+ 0.1% |
$256 - $272
|
3.95K
$270K
|
|