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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.35KNew |
$343K - $364K
|
5.35K
$366K
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.3KNew |
$340K - $361K
|
5.3K
$363K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.21K+ 1.29% |
$334K - $355K
|
409K
$28M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.16K+ 5.78% |
$331K - $351K
|
94.4K
$6.46M
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.12KNew |
$328K - $348K
|
5.12K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.1K+ 62.99% |
$327K - $347K
|
13.2K
$903K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.02K+ 3.85% |
$322K - $342K
|
135K
$9.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.99K+ 24.24% |
$320K - $340K
|
25.6K
$1.75M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.98K+ 2.25% |
$319K - $339K
|
226K
$15.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.94K+ 10.0% |
$316K - $336K
|
54.3K
$3.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.93K+ 28.31% |
$316K - $336K
|
22.4K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.93K+ 5.92% |
$316K - $335K
|
88.2K
$6.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.75K+ 6.74% |
$305K - $324K
|
75.3K
$5.15M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.73K+ 0.68% |
$303K - $322K
|
703K
$48.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.71K+ 75.09% |
$302K - $321K
|
11K
$752K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.68K+ 8.81% |
$300K - $319K
|
57.8K
$3.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.62K+ 11.76% |
$296K - $315K
|
44K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.58K+ 1.61% |
$294K - $312K
|
289K
$19.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.56KNew |
$292K - $310K
|
4.56K
$312K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.35K+ 9.0% |
$279K - $296K
|
52.7K
$3.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.33KNew |
$278K - $295K
|
4.33K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.32K+ 2171.86% |
$277K - $294K
|
4.52K
$309K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.3KNew |
$276K - $293K
|
4.3K
$295K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.27K+ 11.34% |
$274K - $291K
|
41.9K
$2.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.25KNew |
$272K - $289K
|
4.25K
$291K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
4K+ 49.44% |
$257K - $273K
|
12.1K
$828K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.92KNew |
$252K - $267K
|
3.92K
$268K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.89K+ 1.7% |
$249K - $265K
|
232K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.88K+ 2.48% |
$249K - $264K
|
160K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.86KNew |
$247K - $263K
|
3.86K
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
3.84K+ 4.74% |
$246K - $261K
|
84.8K
$5.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.78K+ 69.66% |
$243K - $257K
|
9.21K
$630K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.78K+ 0.75% |
$242K - $257K
|
508K
$34.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.76K+ 6.2% |
$241K - $256K
|
64.4K
$4.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.67K+ 3.06% |
$235K - $250K
|
123K
$8.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.63K+ 4.45% |
$233K - $247K
|
85.3K
$5.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.62K+ 2.19% |
$232K - $247K
|
169K
$11.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
3.62K+ 0.32% |
$232K - $247K
|
1.13M
$77.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.62KNew |
$232K - $246K
|
3.62K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.61K+ 3.37% |
$231K - $246K
|
111K
$7.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.6KNew |
$231K - $245K
|
3.6K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.58K+ 5.76% |
$229K - $244K
|
65.7K
$4.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3.57K+ 8.24% |
$229K - $243K
|
46.9K
$3.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.56KNew |
$228K - $242K
|
3.56K
$244K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
3.54KNew |
$227K - $241K
|
3.54K
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
3.52K+ 15.52% |
$225K - $239K
|
26.2K
$1.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.51K+ 13.96% |
$225K - $239K
|
28.7K
$1.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.51KNew |
$225K - $239K
|
3.51K
$240K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.47KNew |
$222K - $236K
|
3.47K
$237K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$219K - $233K
|
3.42K
$234K
|
|