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 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
34.9KNew |
$2.11M - $2.25M
|
34.9K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.9K+ 1.64% |
$1.99M - $2.12M
|
2.03M
$127M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
32.1K+ 58.76% |
$1.94M - $2.07M
|
86.7K
$5.4M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
31.9K+ 3.52% |
$1.93M - $2.05M
|
936K
$58.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31.8K+ 8.22% |
$1.92M - $2.05M
|
418K
$26M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
31.6KNew |
$1.91M - $2.03M
|
31.6K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
29.7K+ 11.67% |
$1.8M - $1.92M
|
285K
$17.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
29.4K+ 496.65% |
$1.77M - $1.89M
|
35.3K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28.3K+ 1.63% |
$1.71M - $1.82M
|
1.77M
$110M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.2K+ 8.06% |
$1.64M - $1.75M
|
365K
$22.7M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
26.5KNew |
$1.6M - $1.71M
|
26.5K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.4KNew |
$1.6M - $1.7M
|
26.4K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
25.7KNew |
$1.55M - $1.66M
|
25.7K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
25.1K+ 53.07% |
$1.52M - $1.62M
|
72.4K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24.4K+ 10.83% |
$1.47M - $1.57M
|
249K
$15.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
24.2K+ 14.01% |
$1.47M - $1.56M
|
197K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
24.1KNew |
$1.46M - $1.55M
|
24.1K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.9KNew |
$1.44M - $1.54M
|
23.9K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.1K+ 76.18% |
$1.39M - $1.49M
|
53.3K
$3.32M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
22.8K+ 13.58% |
$1.38M - $1.47M
|
191K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.8K+ 17.03% |
$1.38M - $1.47M
|
157K
$9.75M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
22.1K+ 3.93% |
$1.34M - $1.42M
|
585K
$36.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.1K+ 36.33% |
$1.27M - $1.36M
|
79.1K
$4.93M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
20.8K+ 1.43% |
$1.26M - $1.34M
|
1.47M
$91.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
20.1KNew |
$1.21M - $1.29M
|
20.1K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
19.7K+ 9.45% |
$1.19M - $1.27M
|
229K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
19K+ 3.53% |
$1.15M - $1.23M
|
559K
$34.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
18.9K+ 5.5% |
$1.14M - $1.22M
|
362K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
18.5K+ 20.63% |
$1.12M - $1.19M
|
108K
$6.74M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
17.6KNew |
$1.06M - $1.13M
|
17.6K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
17.3KNew |
$1.05M - $1.12M
|
17.3K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
16.8K+ 154.91% |
$1.01M - $1.08M
|
27.6K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
16.6K+ 9.33% |
$1M - $1.07M
|
194K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16.4K+ 17.29% |
$994K - $1.06M
|
112K
$6.95M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 8.82% |
$983K - $1.05M
|
201K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
16.2K+ 4.11% |
$982K - $1.05M
|
411K
$25.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 244.13% |
$963K - $1.03M
|
22.5K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.9K+ 25.68% |
$962K - $1.03M
|
77.9K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
15.9K+ 6.72% |
$960K - $1.02M
|
252K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.3K+ 24.61% |
$923K - $983K
|
77.3K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.2K+ 16.52% |
$922K - $982K
|
108K
$6.69M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
15.1K+ 30.59% |
$911K - $970K
|
64.3K
$4M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15K+ 41.54% |
$909K - $969K
|
51.2K
$3.19M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
14.9K+ 6.02% |
$903K - $962K
|
263K
$16.4M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
14.9K+ 1300.09% |
$899K - $958K
|
16K
$997K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
14.8K+ 3.18% |
$892K - $950K
|
479K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.7K+ 22.3% |
$887K - $945K
|
80.4K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
14.4K+ 12.23% |
$873K - $930K
|
133K
$8.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 156.24% |
$869K - $926K
|
23.6K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.2K+ 1.26% |
$860K - $916K
|
1.14M
$71.1M
|