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 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
186+ 79.49% |
$11.9K - $12.7K
|
420
$28.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
113+ 275.61% |
$7.25K - $7.69K
|
154
$10.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
161+ 1.61% |
$10.3K - $11K
|
10.1K
$693K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
768+ 2.01% |
$49.2K - $52.3K
|
39K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 9.97% |
$701K - $744K
|
98.7K
$6.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38.9K- 7.64% |
$2.49M - $2.65M
|
470K
$32.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.73K- 1.48% |
$175K - $186K
|
182K
$12.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.11K- 18.41% |
$71K - $75.4K
|
4.91K
$336K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
14.4KNew |
$922K - $979K
|
14.4K
$984K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.62K+ 11.76% |
$296K - $315K
|
44K
$3.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
BUY
|
- |
3.3KNew |
$211K - $224K
|
3.3K
$225K
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.75K+ 4.43% |
$177K - $187K
|
64.9K
$4.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-272- 2.83% |
$17.4K - $18.5K
|
9.35K
$639K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
46.6KNew |
$2.98M - $3.17M
|
46.6K
$3.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
892+ 0.29% |
$57.2K - $60.7K
|
311K
$21.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.02KNew |
$193K - $205K
|
3.02K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.49% |
$64.1 - $68.1
|
207
$14.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.05K- 2.69% |
$259K - $275K
|
147K
$10M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-77.2K- 25.94% |
$4.95M - $5.26M
|
220K
$15.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.56KNew |
$292K - $310K
|
4.56K
$312K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
18.4K+ 14.29% |
$1.18M - $1.25M
|
147K
$10.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
65.5K+ 435.62% |
$4.2M - $4.46M
|
80.6K
$5.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
56.3K+ 2376.91% |
$3.61M - $3.83M
|
58.7K
$4.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
325+ 3.15% |
$20.8K - $22.1K
|
10.7K
$729K
|
|
|
Nov 06, 2025
Q3 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
16+ 0.12% |
$1.03K - $1.09K
|
13K
$890K
|
|
|
Nov 06, 2025
Q3 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
20.5K+ 8.47% |
$1.31M - $1.39M
|
262K
$17.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6+ 0.02% |
$385 - $408
|
30.1K
$2.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4+ 0.12% |
$256 - $272
|
3.27K
$224K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
28+ 0.13% |
$1.8K - $1.91K
|
22.3K
$1.53M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
674K+ 15.71% |
$43.2M - $45.9M
|
4.96M
$340M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
62.7KNew |
$4.02M - $4.27M
|
62.7K
$4.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.25KNew |
$272K - $289K
|
4.25K
$291K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.37K- 0.86% |
$88K - $93.4K
|
157K
$10.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 0.05% |
$128 - $136
|
3.67K
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-152- 1.46% |
$9.75K - $10.3K
|
10.3K
$702K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
74.7K+ 77.87% |
$4.79M - $5.08M
|
171K
$11.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-374- 2.31% |
$24K - $25.5K
|
15.8K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5+ 0.03% |
$321 - $340
|
19.6K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-553- 5.59% |
$35.5K - $37.6K
|
9.34K
$639K
|
|
|
Nov 05, 2025
Q3 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-300- 2.83% |
$19.2K - $20.4K
|
10.3K
$705K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.76K+ 6.2% |
$241K - $256K
|
64.4K
$4.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2.1K+ 1.21% |
$135K - $143K
|
176K
$12M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
280+ 10.11% |
$18K - $19.1K
|
3.05K
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-125K- 64.69% |
$8.02M - $8.51M
|
68.2K
$4.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-149- 0.52% |
$9.55K - $10.1K
|
28.7K
$1.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.4K+ 1.9% |
$218K - $231K
|
182K
$12.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
129+ 0.6% |
$8.27K - $8.78K
|
21.7K
$1.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-7.59K- 6.6% |
$487K - $517K
|
107K
$7.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-766- 7.94% |
$49.1K - $52.1K
|
8.89K
$608K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-32.1K- 27.94% |
$2.06M - $2.19M
|
82.9K
$5.67M
|
|