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 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-173- 0.46% |
$10.5K - $11.1K
|
37.7K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-185- 3.03% |
$11.2K - $11.9K
|
5.93K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-188- 3.04% |
$11.4K - $12.1K
|
5.99K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-189- 4.64% |
$11.4K - $12.2K
|
3.89K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
SELL
|
- |
-204- 2.43% |
$12.3K - $13.1K
|
8.18K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-211- 1.76% |
$12.8K - $13.6K
|
11.8K
$734K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-212- 17.22% |
$12.8K - $13.7K
|
1.02K
$63.4K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-215- 0.45% |
$13K - $13.9K
|
47.1K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-222- 1.08% |
$13.4K - $14.3K
|
20.3K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-224- 1.22% |
$13.5K - $14.4K
|
18.1K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-228- 5.2% |
$13.8K - $14.7K
|
4.16K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-231- 2.07% |
$14K - $14.9K
|
10.9K
$679K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-242- 0.73% |
$14.6K - $15.6K
|
32.8K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 2.94% |
$15.1K - $16.1K
|
8.25K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-250- 2.44% |
$15.1K - $16.1K
|
9.98K
$621K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-259- 2.44% |
$15.7K - $16.7K
|
10.4K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-269- 0.79% |
$16.3K - $17.3K
|
33.9K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-282- 2.81% |
$17K - $18.2K
|
9.74K
$606K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-283- 3.56% |
$17.1K - $18.2K
|
7.66K
$477K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-295- 1.88% |
$17.8K - $19K
|
15.4K
$958K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-300- 0.72% |
$18.1K - $19.3K
|
41.2K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-301- 0.28% |
$18.2K - $19.4K
|
107K
$6.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-304- 8.11% |
$18.4K - $19.6K
|
3.45K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-310- 7.2% |
$18.7K - $20K
|
4K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-310- 4.08% |
$18.7K - $20K
|
7.29K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-313- 2.17% |
$18.9K - $20.2K
|
14.1K
$880K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-314- 1.46% |
$19K - $20.2K
|
21.2K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-317- 1.12% |
$19.2K - $20.4K
|
28K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-319- 2.03% |
$19.3K - $20.5K
|
15.4K
$957K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-320- 1.1% |
$19.3K - $20.6K
|
28.8K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-327- 4.96% |
$19.8K - $21.1K
|
6.26K
$390K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-335- 7.07% |
$20.3K - $21.6K
|
4.4K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-340- 1.4% |
$20.6K - $21.9K
|
24K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-341- 8.73% |
$20.6K - $22K
|
3.57K
$222K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-350- 4.02% |
$21.2K - $22.5K
|
8.35K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-350- 1.02% |
$21.2K - $22.5K
|
34K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-352- 1.86% |
$21.3K - $22.7K
|
18.6K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-377- 0.58% |
$22.8K - $24.3K
|
65.1K
$4.06M
|
|
|
May 06, 2025
Q1 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-384- 6.79% |
$23.2K - $24.7K
|
5.27K
$328K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-387- 24.13% |
$23.4K - $24.9K
|
1.22K
$75.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-390- 18.01% |
$23.6K - $25.1K
|
1.78K
$111K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-394- 9.53% |
$23.8K - $25.4K
|
3.74K
$233K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-399- 8.61% |
$24.1K - $25.7K
|
4.24K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-400- 5.23% |
$24.2K - $25.8K
|
7.25K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-408- 2.97% |
$24.7K - $26.3K
|
13.3K
$831K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-434- 4.17% |
$26.2K - $28K
|
9.96K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-437- 6.08% |
$26.4K - $28.2K
|
6.75K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-451- 2.56% |
$27.3K - $29.1K
|
17.2K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-464- 2.62% |
$28.1K - $29.9K
|
17.2K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-465- 10.99% |
$28.1K - $30K
|
3.77K
$235K
|