Purchases and Sales Made in Q1 2025 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE DIVIDEND GROWTH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.99M+ 216.2% |
$241M - $257M
|
5.84M
$363M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.69M+ 6536.18% |
$223M - $238M
|
3.75M
$233M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
941K+ 6.38% |
$56.9M - $60.6M
|
15.7M
$977M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
664KNew |
$40.2M - $42.8M
|
664K
$41.4M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
507K+ 473952.34% |
$30.7M - $32.7M
|
507K
$31.6M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
277K+ 8816.05% |
$16.7M - $17.8M
|
280K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
240K+ 59.4% |
$14.5M - $15.5M
|
645K
$40.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
230K+ 2.96% |
$13.9M - $14.8M
|
8M
$498M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
220K+ 3.7% |
$13.3M - $14.2M
|
6.16M
$383M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
208K+ 2.77% |
$12.6M - $13.4M
|
7.7M
$480M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
204K+ 33.79% |
$12.4M - $13.2M
|
809K
$50.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
174K+ 1.73% |
$10.5M - $11.2M
|
10.2M
$637M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
166K+ 59.32% |
$10M - $10.7M
|
446K
$27.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
147K+ 15.05% |
$8.88M - $9.46M
|
1.12M
$69.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
146K+ 64.36% |
$8.84M - $9.42M
|
373K
$23.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
141K+ 37.51% |
$8.55M - $9.11M
|
518K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 0.72% |
$8.04M - $8.57M
|
18.5M
$1.15B
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
131K+ 2.99% |
$7.94M - $8.46M
|
4.52M
$282M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
109K+ 356.21% |
$6.6M - $7.03M
|
140K
$8.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
97.3K+ 16.53% |
$5.88M - $6.27M
|
686K
$42.7M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
89.5KNew |
$5.41M - $5.77M
|
89.5K
$5.57M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
89.4K+ 1916.64% |
$5.4M - $5.76M
|
94K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
71.8KNew |
$4.34M - $4.62M
|
71.8K
$4.47M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
70.7KNew |
$4.27M - $4.55M
|
70.7K
$4.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
69.9K+ 87.49% |
$4.23M - $4.51M
|
150K
$9.33M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69.1K+ 3.07% |
$4.18M - $4.45M
|
2.32M
$144M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
67.2K+ 917.62% |
$4.06M - $4.33M
|
74.5K
$4.64M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
64.2K+ 31.58% |
$3.88M - $4.14M
|
267K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
63.9K+ 5.16% |
$3.87M - $4.12M
|
1.3M
$81.1M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
62.8K+ 786.08% |
$3.8M - $4.04M
|
70.8K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
61.5K+ 26.48% |
$3.72M - $3.96M
|
294K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
60.6K+ 65.01% |
$3.66M - $3.9M
|
154K
$9.57M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55.1K+ 0.72% |
$3.33M - $3.55M
|
7.75M
$482M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
54.6K+ 7.06% |
$3.3M - $3.52M
|
828K
$51.6M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
53.8K+ 139.54% |
$3.25M - $3.47M
|
92.4K
$5.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
51.5K+ 31.81% |
$3.12M - $3.32M
|
214K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48K+ 14.06% |
$2.9M - $3.09M
|
389K
$24.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
47.7K+ 37.63% |
$2.89M - $3.08M
|
175K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
46.6K+ 230.5% |
$2.82M - $3M
|
66.9K
$4.16M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
44.1K+ 12.58% |
$2.67M - $2.84M
|
395K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
42.9K+ 4.45% |
$2.59M - $2.76M
|
1.01M
$62.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
41.7K+ 162.82% |
$2.52M - $2.69M
|
67.3K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
41.2KNew |
$2.49M - $2.65M
|
41.2K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.4K+ 1.22% |
$2.38M - $2.54M
|
3.28M
$204M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
39.3KNew |
$2.38M - $2.53M
|
39.3K
$2.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
39.1K+ 5.4% |
$2.36M - $2.52M
|
763K
$47.5M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
37.1K+ 24.25% |
$2.24M - $2.39M
|
190K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
36.8K+ 3.06% |
$2.23M - $2.37M
|
1.24M
$77.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.4K+ 1.78% |
$2.2M - $2.35M
|
2.08M
$129M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
36K+ 11.75% |
$2.18M - $2.32M
|
342K
$21.3M
|