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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-48.9K- 52.88% |
$2.95M - $3.15M
|
43.5K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-49.9K- 8.48% |
$3.02M - $3.21M
|
538K
$33.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-51.6K- 83.21% |
$3.12M - $3.32M
|
10.4K
$648K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-54.5K- 12.81% |
$3.3M - $3.51M
|
371K
$23.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-55.6K- 95.72% |
$3.36M - $3.58M
|
2.49K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-61.5K- 88.5% |
$3.72M - $3.96M
|
7.99K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-62.2K- 82.57% |
$3.76M - $4.01M
|
13.1K
$817K
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-65K- 61.9% |
$3.93M - $4.19M
|
40K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-67.8KClosed |
$4.1M - $4.37M
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-87.9K- 76.23% |
$5.31M - $5.66M
|
27.4K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-89.4K- 31.92% |
$5.41M - $5.76M
|
191K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-94K- 1.97% |
$5.68M - $6.05M
|
4.67M
$291M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-109K- 44.84% |
$6.56M - $6.99M
|
133K
$8.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-110K- 40.5% |
$6.63M - $7.06M
|
161K
$10M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-115K- 46.42% |
$6.95M - $7.41M
|
133K
$8.26M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-120K- 57.67% |
$7.25M - $7.72M
|
88K
$5.48M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-132K- 76.98% |
$7.96M - $8.48M
|
39.4K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-136K- 4.33% |
$8.22M - $8.76M
|
3.01M
$187M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-139K- 42.99% |
$8.43M - $8.99M
|
185K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-144K- 52.69% |
$8.71M - $9.28M
|
129K
$8.05M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-146K- 4.31% |
$8.8M - $9.38M
|
3.23M
$201M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-148K- 87.9% |
$8.95M - $9.54M
|
20.4K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-153K- 97.12% |
$9.26M - $9.87M
|
4.55K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-162K- 5.31% |
$9.79M - $10.4M
|
2.89M
$180M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-203K- 14.45% |
$12.3M - $13.1M
|
1.2M
$74.7M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-208K- 67.12% |
$12.6M - $13.4M
|
102K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-212K- 1.16% |
$12.8M - $13.6M
|
18.1M
$1.12B
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-246K- 6.39% |
$14.9M - $15.8M
|
3.6M
$224M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-283K- 31.59% |
$17.1M - $18.2M
|
612K
$38.1M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-453K- 2.61% |
$27.4M - $29.2M
|
16.9M
$1.05B
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-462K- 67.03% |
$27.9M - $29.8M
|
227K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-476K- 26.64% |
$28.8M - $30.6M
|
1.31M
$81.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-512K- 6.98% |
$31M - $33M
|
6.82M
$425M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-774K- 54.93% |
$46.8M - $49.9M
|
635K
$39.5M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-836K- 99.59% |
$50.5M - $53.8M
|
3.43K
$213K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.15M- 10.82% |
$69.7M - $74.3M
|
9.51M
$592M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.38M- 56.3% |
$144M - $153M
|
1.85M
$115M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.68M- 98.38% |
$223M - $237M
|
60.6K
$3.77M
|