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
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.75K- 10.63% |
$106K - $113K
|
14.7K
$915K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1.76K- 14.81% |
$106K - $113K
|
10.1K
$629K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.76K- 22.2% |
$106K - $113K
|
6.17K
$384K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.78K- 12.61% |
$108K - $115K
|
12.4K
$770K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.83K- 9.84% |
$111K - $118K
|
16.8K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-1.84K- 28.44% |
$111K - $118K
|
4.62K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.84K- 2.2% |
$111K - $119K
|
82K
$5.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.85K- 0.8% |
$112K - $119K
|
228K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.87K- 5.63% |
$113K - $120K
|
31.3K
$1.95M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.87K- 21.95% |
$113K - $120K
|
6.65K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.89K- 24.37% |
$114K - $121K
|
5.85K
$364K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.9K- 31.95% |
$115K - $122K
|
4.04K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.91K- 3.34% |
$115K - $123K
|
55.2K
$3.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.96K- 23.31% |
$118K - $126K
|
6.43K
$401K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.97K- 2.73% |
$119K - $127K
|
70.2K
$4.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.03K- 7.05% |
$123K - $131K
|
26.8K
$1.67M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.06K- 17.57% |
$125K - $133K
|
9.68K
$602K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-2.07K- 2.63% |
$125K - $133K
|
76.4K
$4.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.14K- 11.64% |
$129K - $138K
|
16.2K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.2K- 1.96% |
$133K - $141K
|
110K
$6.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-2.25K- 6.36% |
$136K - $145K
|
33.2K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.26K- 1.4% |
$137K - $146K
|
160K
$9.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.31K- 38.73% |
$139K - $149K
|
3.65K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-2.31K- 5.39% |
$140K - $149K
|
40.6K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 37.43% |
$140K - $149K
|
3.88K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-2.38K- 4.43% |
$144K - $153K
|
51.2K
$3.19M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-2.41K- 2.17% |
$146K - $155K
|
109K
$6.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.42K- 1.36% |
$146K - $156K
|
175K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.43K- 10.8% |
$147K - $157K
|
20.1K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.44K- 20.92% |
$148K - $157K
|
9.24K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 2.15% |
$149K - $159K
|
112K
$6.97M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.5K- 15.97% |
$151K - $161K
|
13.2K
$819K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.51K- 4.55% |
$152K - $162K
|
52.7K
$3.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.53K- 4.05% |
$153K - $163K
|
59.9K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.55K- 15.86% |
$154K - $164K
|
13.5K
$843K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.56K- 15.01% |
$155K - $165K
|
14.5K
$902K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 2.25% |
$156K - $166K
|
112K
$7M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.68K- 10.33% |
$162K - $173K
|
23.2K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.75K- 9.94% |
$167K - $177K
|
25K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.76K- 26.17% |
$167K - $178K
|
7.79K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.76K- 1.59% |
$167K - $178K
|
171K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.81K- 2.23% |
$170K - $181K
|
123K
$7.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.85K- 11.34% |
$172K - $183K
|
22.3K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.9K- 1.26% |
$175K - $187K
|
227K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.97K- 27.71% |
$180K - $191K
|
7.76K
$483K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3K- 2.73% |
$182K - $193K
|
107K
$6.65M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-3.22K- 5.82% |
$194K - $207K
|
52K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-3.26K- 20.14% |
$197K - $210K
|
12.9K
$804K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.55K- 50.93% |
$215K - $229K
|
3.42K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.57K- 44.76% |
$216K - $230K
|
4.41K
$274K
|