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 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-3.7K- 40.5% |
$223K - $238K
|
5.43K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.76K- 32.07% |
$227K - $242K
|
7.97K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.92K- 22.35% |
$237K - $252K
|
13.6K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.94K- 18.3% |
$238K - $254K
|
17.6K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-4.02K- 3.58% |
$243K - $259K
|
108K
$6.73M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.03K- 1.53% |
$244K - $259K
|
259K
$16.1M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.17K- 24.68% |
$252K - $269K
|
12.7K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.26K- 6.65% |
$258K - $275K
|
59.9K
$3.73M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-4.48K- 16.14% |
$271K - $288K
|
23.3K
$1.45M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.52K- 7.87% |
$273K - $291K
|
52.9K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.67K- 11.61% |
$282K - $301K
|
35.5K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.89K- 33.12% |
$296K - $315K
|
9.88K
$615K
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4.89K- 25.64% |
$296K - $315K
|
14.2K
$884K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.9K- 2.1% |
$296K - $315K
|
228K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-4.91K- 2.4% |
$297K - $316K
|
200K
$12.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.04K- 26.62% |
$304K - $324K
|
13.9K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.08K- 0.71% |
$307K - $327K
|
710K
$44.2M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-5.1K- 3.01% |
$308K - $328K
|
164K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.25K- 42.32% |
$318K - $338K
|
7.16K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-5.34K- 28.67% |
$323K - $344K
|
13.3K
$826K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.37K- 6.49% |
$325K - $346K
|
77.3K
$4.81M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-5.4K- 37.02% |
$327K - $348K
|
9.19K
$572K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.69K- 24.63% |
$344K - $366K
|
17.4K
$1.08M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-5.78K- 53.49% |
$349K - $372K
|
5.02K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-5.83K- 40.73% |
$352K - $375K
|
8.48K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5.85K- 4.26% |
$354K - $377K
|
132K
$8.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
SELL
|
- |
-5.87K- 13.24% |
$355K - $378K
|
38.4K
$2.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-5.88K- 1.6% |
$355K - $378K
|
362K
$22.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-5.98K- 3.07% |
$362K - $385K
|
189K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.07K- 25.23% |
$367K - $391K
|
18K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6.09K- 6.15% |
$368K - $393K
|
92.9K
$5.79M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-6.58K- 23.8% |
$398K - $424K
|
21K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-6.68K- 9.65% |
$404K - $431K
|
62.6K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.69K- 3.45% |
$404K - $431K
|
187K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-6.8K- 12.89% |
$411K - $438K
|
46K
$2.86M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-7K- 2.04% |
$423K - $451K
|
336K
$20.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-7.54K- 1.5% |
$456K - $486K
|
496K
$30.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-7.6K- 2.97% |
$460K - $490K
|
248K
$15.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-7.91K- 2.52% |
$478K - $510K
|
307K
$19.1M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-8.07K- 7.17% |
$488K - $520K
|
104K
$6.5M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-8.09KClosed |
$489K - $521K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.3K- 6.84% |
$502K - $534K
|
113K
$7.04M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.47K- 0.56% |
$512K - $546K
|
1.51M
$93.9M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-8.49K- 12.78% |
$513K - $547K
|
57.9K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.92K- 11.27% |
$539K - $575K
|
70.2K
$4.37M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.01K- 14.57% |
$545K - $580K
|
52.8K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-9.16K- 35.68% |
$554K - $590K
|
16.5K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.71K- 6.11% |
$587K - $626K
|
149K
$9.3M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-10.1K- 9.35% |
$612K - $652K
|
98.1K
$6.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-10.2K- 7.75% |
$617K - $658K
|
122K
$7.57M
|