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 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-10.2K- 14.62% |
$618K - $659K
|
59.7K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-10.9K- 14.18% |
$657K - $700K
|
65.7K
$4.09M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-11.1K- 30.14% |
$670K - $714K
|
25.7K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.1K- 48.85% |
$671K - $715K
|
11.6K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-11.2K- 30.52% |
$678K - $722K
|
25.5K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.6K- 1.2% |
$699K - $745K
|
948K
$59M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.2K- 7.07% |
$737K - $785K
|
160K
$9.98M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.6K- 20.78% |
$764K - $814K
|
48.1K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-12.8K- 1.63% |
$777K - $828K
|
774K
$48.2M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-12.9K- 11.71% |
$782K - $833K
|
97.5K
$6.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-13.4K- 13.97% |
$809K - $863K
|
82.4K
$5.13M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-13.8K- 6.56% |
$833K - $888K
|
196K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-14K- 33.4% |
$847K - $902K
|
27.9K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-14.2K- 6.73% |
$857K - $913K
|
196K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-14.4K- 79.43% |
$872K - $929K
|
3.74K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-14.6K- 2.61% |
$880K - $937K
|
544K
$33.9M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-14.6K- 83.0% |
$886K - $944K
|
3K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.9K- 6.58% |
$898K - $957K
|
211K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.7K- 12.4% |
$950K - $1.01M
|
111K
$6.91M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-15.9K- 9.23% |
$961K - $1.02M
|
156K
$9.73M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.6K- 4.95% |
$1.06M - $1.13M
|
338K
$21M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-17.7K- 3.99% |
$1.07M - $1.14M
|
427K
$26.6M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-17.8K- 18.84% |
$1.08M - $1.15M
|
76.6K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-18.6K- 8.81% |
$1.13M - $1.2M
|
193K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19.1K- 26.67% |
$1.16M - $1.23M
|
52.6K
$3.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-19.6K- 11.59% |
$1.18M - $1.26M
|
149K
$9.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-20.1K- 10.89% |
$1.22M - $1.3M
|
165K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.9K- 6.59% |
$1.26M - $1.35M
|
297K
$18.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.2K- 2.11% |
$1.28M - $1.36M
|
983K
$61.2M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-21.5K- 81.16% |
$1.3M - $1.39M
|
5K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-21.8K- 43.95% |
$1.32M - $1.41M
|
27.8K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-24.2K- 15.8% |
$1.46M - $1.56M
|
129K
$8.03M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-25K- 5.22% |
$1.51M - $1.61M
|
453K
$28.2M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-28K- 41.76% |
$1.69M - $1.8M
|
39K
$2.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-28.4K- 14.03% |
$1.72M - $1.83M
|
174K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-30.1K- 20.19% |
$1.82M - $1.94M
|
119K
$7.41M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-30.4K- 17.61% |
$1.84M - $1.96M
|
142K
$8.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-34.4K- 51.55% |
$2.08M - $2.22M
|
32.4K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-36.4K- 23.95% |
$2.2M - $2.35M
|
116K
$7.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.6K- 0.59% |
$2.21M - $2.36M
|
6.16M
$384M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-37.1K- 91.94% |
$2.24M - $2.39M
|
3.26K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-37.3K- 30.06% |
$2.25M - $2.4M
|
86.7K
$5.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-37.8K- 14.07% |
$2.28M - $2.43M
|
231K
$14.4M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-38K- 6.77% |
$2.3M - $2.45M
|
524K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.3K- 75.25% |
$2.44M - $2.59M
|
13.2K
$825K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-40.6K- 33.28% |
$2.46M - $2.62M
|
81.5K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-40.8K- 26.86% |
$2.47M - $2.63M
|
111K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-41.1K- 67.63% |
$2.48M - $2.65M
|
19.7K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44.8K- 83.02% |
$2.71M - $2.89M
|
9.16K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-45.2K- 13.56% |
$2.73M - $2.91M
|
288K
$17.9M
|