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 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-467- 3.56% |
$28.2K - $30.1K
|
12.7K
$788K
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-483- 5.39% |
$29.2K - $31.1K
|
8.48K
$528K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-494- 1.16% |
$29.9K - $31.8K
|
42.2K
$2.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-496- 8.4% |
$30K - $32K
|
5.41K
$337K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-500- 91.58% |
$30.2K - $32.2K
|
46
$2.86K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-500- 3.19% |
$30.2K - $32.2K
|
15.2K
$946K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-504- 4.37% |
$30.5K - $32.5K
|
11K
$686K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-505- 10.39% |
$30.5K - $32.5K
|
4.36K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-512- 16.98% |
$31K - $33K
|
2.5K
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-523- 4.9% |
$31.6K - $33.7K
|
10.2K
$632K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-533- 3.9% |
$32.2K - $34.3K
|
13.2K
$819K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-536- 0.36% |
$32.4K - $34.5K
|
147K
$9.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-538- 2.23% |
$32.5K - $34.7K
|
23.6K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-540- 32.97% |
$32.6K - $34.8K
|
1.1K
$68.4K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-540- 1.7% |
$32.6K - $34.8K
|
31.2K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-544- 0.67% |
$32.9K - $35K
|
81K
$5.04M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-574- 12.49% |
$34.7K - $37K
|
4.02K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-577- 29.5% |
$34.9K - $37.2K
|
1.38K
$85.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-581- 7.71% |
$35.1K - $37.4K
|
6.95K
$433K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-584- 10.58% |
$35.3K - $37.6K
|
4.94K
$307K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-585- 2.25% |
$35.4K - $37.7K
|
25.4K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-586- 1.98% |
$35.4K - $37.8K
|
29K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-586- 2.65% |
$35.4K - $37.8K
|
21.5K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-592- 31.19% |
$35.8K - $38.1K
|
1.31K
$81.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-616- 1.72% |
$37.2K - $39.7K
|
35.3K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-625- 0.66% |
$37.8K - $40.3K
|
94K
$5.85M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-627- 6.26% |
$37.9K - $40.4K
|
9.38K
$584K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-640- 4.86% |
$38.7K - $41.2K
|
12.5K
$781K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-645- 36.84% |
$39K - $41.6K
|
1.11K
$68.9K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-657- 25.94% |
$39.7K - $42.3K
|
1.88K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-661- 8.98% |
$40K - $42.6K
|
6.7K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-661- 4.73% |
$40K - $42.6K
|
13.3K
$829K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-664- 61.14% |
$40.1K - $42.8K
|
422
$26.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-665- 16.16% |
$40.2K - $42.8K
|
3.45K
$215K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-668- 25.79% |
$40.4K - $43K
|
1.92K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-684- 10.64% |
$41.4K - $44.1K
|
5.74K
$358K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-696- 16.58% |
$42.1K - $44.8K
|
3.5K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-709- 2.1% |
$42.9K - $45.7K
|
33.1K
$2.06M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-713- 2.98% |
$43.1K - $45.9K
|
23.2K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-726- 1.55% |
$43.9K - $46.8K
|
46.1K
$2.87M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-737- 6.35% |
$44.6K - $47.5K
|
10.9K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-750- 14.49% |
$45.3K - $48.3K
|
4.43K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-760- 3.37% |
$45.9K - $49K
|
21.8K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-765- 3.8% |
$46.3K - $49.3K
|
19.4K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-780- 1.79% |
$47.2K - $50.2K
|
42.8K
$2.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-791- 0.3% |
$47.8K - $51K
|
260K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-813- 0.45% |
$49.2K - $52.4K
|
179K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-815- 2.4% |
$49.3K - $52.5K
|
33.1K
$2.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-859- 0.74% |
$51.9K - $55.3K
|
115K
$7.13M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-868- 22.43% |
$52.5K - $55.9K
|
3K
$187K
|