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 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
20+ 0.4% |
$1.21K - $1.29K
|
5K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
20+ 0.28% |
$1.21K - $1.29K
|
7.14K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.15% |
$1.21K - $1.29K
|
13.7K
$852K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20+ 1.26% |
$1.21K - $1.29K
|
1.61K
$100K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
19New |
$1.15K - $1.22K
|
19
$1.18K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19+ 0.14% |
$1.15K - $1.22K
|
13.3K
$827K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
18New |
$1.09K - $1.16K
|
18
$1.12K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
18+ 0.51% |
$1.09K - $1.16K
|
3.55K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
17+ 0.44% |
$1.03K - $1.1K
|
3.92K
$244K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
16+ 0.37% |
$967 - $1.03K
|
4.29K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$846 - $902
|
19.2K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
13+ 0.49% |
$786 - $837
|
2.69K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.52% |
$786 - $837
|
2.54K
$158K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 0.12% |
$665 - $709
|
8.85K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
11+ 0.07% |
$665 - $709
|
16.7K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10+ 0.17% |
$605 - $644
|
6K
$374K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
10+ 0.22% |
$605 - $644
|
4.47K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.19% |
$605 - $644
|
5.26K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.13% |
$484 - $515
|
6.24K
$389K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
8New |
$484 - $515
|
8
$498
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7+ 0.03% |
$423 - $451
|
20K
$1.25M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 0.56% |
$423 - $451
|
1.27K
$78.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.48% |
$423 - $451
|
1.46K
$91K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6+ 0.11% |
$363 - $387
|
5.64K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5+ 0.04% |
$302 - $322
|
11.7K
$727K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
5+ 0.13% |
$302 - $322
|
3.86K
$240K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.49% |
$302 - $322
|
1.02K
$63.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
5+ 0.05% |
$302 - $322
|
10.4K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5+ 0.07% |
$302 - $322
|
6.83K
$425K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.52% |
$242 - $258
|
776
$48.3K
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
4+ 0.09% |
$242 - $258
|
4.34K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3+ 0.08% |
$181 - $193
|
3.72K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.09% |
$181 - $193
|
3.48K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.31% |
$181 - $193
|
972
$60.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3+ 0.1% |
$181 - $193
|
2.95K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.38% |
$121 - $129
|
535
$33.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$121 - $129
|
8.23K
$512K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2New |
$121 - $129
|
2
$125
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2+ 0.01% |
$121 - $129
|
26.8K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
2+ 0.02% |
$121 - $129
|
8.26K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1+ 0.02% |
$60.5 - $64.4
|
5.26K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1+ 0.02% |
$60.5 - $64.4
|
5.71K
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.01% |
$60.5 - $64.4
|
11.3K
$703K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$60.5 - $64.4
|
1.73K
$108K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.99% |
$60.5 - $64.4
|
102
$6.35K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$60.5 - $64.4
|
11.8K
$735K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.01% |
$60.5 - $64.4
|
7.14K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 40.0% |
$121 - $129
|
3
$187
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-5- 0.09% |
$302 - $322
|
5.41K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-7- 0.04% |
$423 - $451
|
16.4K
$1.02M
|