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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
142New |
$8.59K - $9.15K
|
142
$8.84K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
133+ 1.76% |
$8.04K - $8.57K
|
7.71K
$480K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
127+ 0.13% |
$7.68K - $8.18K
|
98.5K
$6.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
121+ 2.6% |
$7.32K - $7.79K
|
4.77K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
118+ 0.3% |
$7.13K - $7.6K
|
40.1K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
116+ 0.35% |
$7.01K - $7.47K
|
33.3K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
114+ 2.68% |
$6.89K - $7.34K
|
4.36K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
108+ 0.37% |
$6.53K - $6.96K
|
29.7K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
107+ 0.49% |
$6.47K - $6.89K
|
21.8K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
105+ 23.86% |
$6.35K - $6.76K
|
545
$33.9K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
105+ 0.78% |
$6.35K - $6.76K
|
13.6K
$846K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
104+ 2.08% |
$6.29K - $6.7K
|
5.1K
$317K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
103+ 0.9% |
$6.23K - $6.64K
|
11.5K
$718K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
100+ 0.49% |
$6.05K - $6.44K
|
20.4K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100+ 74.63% |
$6.05K - $6.44K
|
234
$14.6K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
91New |
$5.5K - $5.86K
|
91
$5.67K
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
91+ 0.28% |
$5.5K - $5.86K
|
32.2K
$2M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
88+ 1.0% |
$5.32K - $5.67K
|
8.88K
$553K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
85+ 1.11% |
$5.14K - $5.48K
|
7.73K
$481K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 0.39% |
$5.14K - $5.48K
|
22.1K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
85+ 0.71% |
$5.14K - $5.48K
|
12.1K
$754K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
82+ 0.29% |
$4.96K - $5.28K
|
28.7K
$1.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
81+ 0.35% |
$4.9K - $5.22K
|
23.1K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
79+ 0.07% |
$4.78K - $5.09K
|
107K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
78+ 0.44% |
$4.72K - $5.02K
|
17.9K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
78+ 1.24% |
$4.72K - $5.02K
|
6.38K
$397K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
73+ 0.51% |
$4.41K - $4.7K
|
14.5K
$904K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
72+ 0.36% |
$4.35K - $4.64K
|
19.8K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
70+ 0.26% |
$4.23K - $4.51K
|
27.1K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
69+ 0.61% |
$4.17K - $4.44K
|
11.4K
$712K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
67+ 0.06% |
$4.05K - $4.32K
|
115K
$7.16M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
64+ 1.63% |
$3.87K - $4.12K
|
3.99K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
53New |
$3.2K - $3.41K
|
53
$3.3K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
52+ 0.04% |
$3.14K - $3.35K
|
138K
$8.57M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
52+ 1.11% |
$3.14K - $3.35K
|
4.74K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
49+ 5.25% |
$2.96K - $3.16K
|
982
$61.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
46+ 0.47% |
$2.78K - $2.96K
|
9.76K
$607K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
45+ 0.4% |
$2.72K - $2.9K
|
11.2K
$696K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
39+ 0.35% |
$2.36K - $2.51K
|
11K
$687K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
35+ 2.37% |
$2.12K - $2.25K
|
1.51K
$94K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
35+ 0.52% |
$2.12K - $2.25K
|
6.72K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
35+ 0.45% |
$2.12K - $2.25K
|
7.79K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
33+ 0.6% |
$2K - $2.13K
|
5.52K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
30+ 0.23% |
$1.81K - $1.93K
|
12.8K
$798K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29+ 0.06% |
$1.75K - $1.87K
|
47.9K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
27+ 0.51% |
$1.63K - $1.74K
|
5.3K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
26+ 0.36% |
$1.57K - $1.67K
|
7.22K
$449K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
24+ 0.38% |
$1.45K - $1.55K
|
6.29K
$392K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22+ 0.5% |
$1.33K - $1.42K
|
4.42K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22+ 3.67% |
$1.33K - $1.42K
|
622
$38.7K
|