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 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-8- 0.04% |
$484 - $515
|
18.5K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-9- 0.17% |
$544 - $580
|
5.31K
$330K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-9- 0.13% |
$544 - $580
|
6.98K
$435K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-16- 8.84% |
$967 - $1.03K
|
165
$10.3K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-17- 0.61% |
$1.03K - $1.1K
|
2.76K
$172K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-22- 0.48% |
$1.33K - $1.42K
|
4.55K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-30- 0.15% |
$1.81K - $1.93K
|
20.1K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-31- 0.63% |
$1.87K - $2K
|
4.89K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-32- 0.58% |
$1.93K - $2.06K
|
5.48K
$341K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-32- 0.17% |
$1.93K - $2.06K
|
18.9K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-33- 0.22% |
$2K - $2.13K
|
15K
$935K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-34- 5.71% |
$2.06K - $2.19K
|
561
$34.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-35- 0.08% |
$2.12K - $2.25K
|
44.6K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-35- 0.24% |
$2.12K - $2.25K
|
14.4K
$898K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-47- 20.52% |
$2.84K - $3.03K
|
182
$11.3K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-50- 0.47% |
$3.02K - $3.22K
|
10.6K
$660K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-50- 1.26% |
$3.02K - $3.22K
|
3.91K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-56- 1.5% |
$3.39K - $3.61K
|
3.69K
$230K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-57- 0.08% |
$3.45K - $3.67K
|
70.3K
$4.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-57- 10.67% |
$3.45K - $3.67K
|
477
$29.7K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-60- 0.28% |
$3.63K - $3.87K
|
21.3K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-60- 0.92% |
$3.63K - $3.87K
|
6.5K
$404K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-62- 0.02% |
$3.75K - $3.99K
|
249K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-64- 0.2% |
$3.87K - $4.12K
|
31.2K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-71- 1.53% |
$4.29K - $4.57K
|
4.58K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-75- 0.27% |
$4.53K - $4.83K
|
27.9K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-78- 2.44% |
$4.72K - $5.02K
|
3.12K
$194K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-79- 2.12% |
$4.78K - $5.09K
|
3.65K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-80- 1.14% |
$4.84K - $5.15K
|
6.94K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-81- 0.31% |
$4.9K - $5.22K
|
26K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-83- 0.26% |
$5.02K - $5.35K
|
31.8K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-90- 2.47% |
$5.44K - $5.8K
|
3.55K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-91- 24.07% |
$5.5K - $5.86K
|
287
$17.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-93- 1.55% |
$5.62K - $5.99K
|
5.9K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-95- 1.93% |
$5.74K - $6.12K
|
4.82K
$300K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-100- 2.95% |
$6.05K - $6.44K
|
3.29K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-100- 0.74% |
$6.05K - $6.44K
|
13.4K
$833K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-105- 7.94% |
$6.35K - $6.76K
|
1.22K
$75.8K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-119- 3.16% |
$7.19K - $7.67K
|
3.64K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-119- 0.46% |
$7.19K - $7.67K
|
25.5K
$1.59M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-123- 1.02% |
$7.44K - $7.92K
|
12K
$744K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-126- 13.61% |
$7.62K - $8.12K
|
800
$49.8K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-126- 2.98% |
$7.62K - $8.12K
|
4.1K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-127- 1.95% |
$7.68K - $8.18K
|
6.38K
$397K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-129- 0.28% |
$7.8K - $8.31K
|
46.5K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-136- 3.83% |
$8.22K - $8.76K
|
3.42K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-139- 16.35% |
$8.4K - $8.95K
|
711
$44.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-147- 0.41% |
$8.89K - $9.47K
|
35.5K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-154- 1.61% |
$9.31K - $9.92K
|
9.39K
$585K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-163- 0.62% |
$9.85K - $10.5K
|
26.1K
$1.62M
|