Latest Institutional Purchases of Ishares Core Dividend Growth E (DGRO)
This list provides information on the latest institutional transactions involving Ishares Core Dividend Growth E (DGRO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
17.3KNew |
$1.05M - $1.12M
|
17.3K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.5KNew |
$815K - $868K
|
13.5K
$922K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.2KNew |
$797K - $849K
|
13.2K
$902K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
13.1K+ 260.23% |
$791K - $843K
|
18.1K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.3KNew |
$684K - $729K
|
11.3K
$774K
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
10.2KNew |
$616K - $657K
|
10.2K
$697K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.35K+ 5.41% |
$384K - $409K
|
124K
$8.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
6KNew |
$363K - $386K
|
6K
$410K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.16KNew |
$312K - $332K
|
5.16K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
5.02KNew |
$304K - $324K
|
5.02K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.97KNew |
$301K - $320K
|
4.97K
$340K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$272K - $290K
|
4.5K
$308K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
4.09K+ 3.89% |
$247K - $264K
|
109K
$7.47M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4KNew |
$242K - $258K
|
4K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.67KNew |
$222K - $236K
|
3.67K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.57KNew |
$216K - $230K
|
3.57K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.42K+ 2.37% |
$206K - $220K
|
148K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.4KNew |
$206K - $219K
|
3.4K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.36KNew |
$203K - $216K
|
3.36K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.03K+ 7.61% |
$183K - $195K
|
42.8K
$2.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.08K+ 4.07% |
$126K - $134K
|
53.2K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.97KNew |
$119K - $127K
|
1.97K
$135K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.78KNew |
$107K - $114K
|
1.78K
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$98.2K - $105K
|
1.63K
$111K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.58KNew |
$95.5K - $102K
|
1.58K
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.15KNew |
$69.3K - $73.9K
|
1.15K
$78.5K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1KNew |
$60.5K - $64.4K
|
1K
$68.4K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
962+ 12.74% |
$58.2K - $62K
|
8.51K
$582K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
702New |
$42.4K - $45.2K
|
702
$48K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
465New |
$28.1K - $30K
|
465
$31.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
385New |
$23.3K - $24.8K
|
385
$26.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
300New |
$18.1K - $19.3K
|
300
$20.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$12.1K - $12.9K
|
200
$13.7K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
186New |
$11.2K - $12K
|
186
$12.7K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
178+ 5.09% |
$10.8K - $11.5K
|
3.67K
$251K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
173+ 4.62% |
$10.5K - $11.1K
|
3.92K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
167New |
$10.1K - $10.8K
|
167
$11.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
142New |
$8.59K - $9.15K
|
142
$9.72K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
121+ 2.6% |
$7.32K - $7.79K
|
4.77K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
108+ 0.37% |
$6.53K - $6.96K
|
29.7K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
105+ 23.86% |
$6.35K - $6.76K
|
545
$37.3K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
91New |
$5.5K - $5.86K
|
91
$6.23K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
53New |
$3.2K - $3.41K
|
53
$3.63K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
26+ 0.36% |
$1.57K - $1.67K
|
7.22K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22+ 3.67% |
$1.33K - $1.42K
|
622
$42.6K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
19New |
$1.15K - $1.22K
|
19
$1.3K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
18New |
$1.09K - $1.16K
|
18
$1.23K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 0.12% |
$665 - $709
|
8.85K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
8New |
$484 - $515
|
8
$547
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
5+ 0.13% |
$302 - $322
|
3.86K
$264K
|
|