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 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.8K+ 5.94% |
$833K - $887K
|
246K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13.6K+ 78.92% |
$825K - $879K
|
30.9K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.5KNew |
$815K - $868K
|
13.5K
$839K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
13.4K+ 218.27% |
$809K - $862K
|
19.5K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
13.3K+ 98.21% |
$804K - $857K
|
26.8K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
13.2KNew |
$797K - $849K
|
13.2K
$821K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
13.1K+ 260.23% |
$791K - $843K
|
18.1K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
12.6K+ 23.0% |
$764K - $814K
|
67.6K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.9K+ 4.56% |
$719K - $766K
|
273K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
11.6K+ 39.68% |
$703K - $749K
|
40.9K
$2.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 3.42% |
$700K - $746K
|
351K
$21.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
11.4K+ 2.1% |
$690K - $735K
|
556K
$34.6M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
11.3KNew |
$684K - $729K
|
11.3K
$704K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.2K+ 0.8% |
$679K - $724K
|
1.42M
$88.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
10.9K+ 11.05% |
$660K - $703K
|
110K
$6.83M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.9K+ 2.69% |
$657K - $700K
|
415K
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.6K+ 1.62% |
$638K - $680K
|
660K
$41.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 309.84% |
$634K - $675K
|
13.9K
$863K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10.2K+ 3.35% |
$618K - $659K
|
315K
$19.6M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
10.2KNew |
$616K - $657K
|
10.2K
$635K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10K+ 10.36% |
$606K - $645K
|
107K
$6.65M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
9.97KNew |
$603K - $642K
|
9.97K
$621K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
9.81K+ 156.69% |
$593K - $632K
|
16.1K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9.32K+ 4.55% |
$563K - $600K
|
214K
$13.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.31K+ 10.34% |
$563K - $600K
|
99.4K
$6.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9.29K+ 3.38% |
$562K - $599K
|
285K
$17.7M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9.28K+ 1.58% |
$561K - $598K
|
598K
$37.2M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
9.26K+ 159.3% |
$560K - $597K
|
15.1K
$938K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.02K+ 1.53% |
$545K - $581K
|
598K
$37.2M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8.43KNew |
$510K - $543K
|
8.43K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
BUY
|
- |
8.39K+ 29.99% |
$507K - $541K
|
36.4K
$2.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.32K+ 1.35% |
$503K - $536K
|
623K
$38.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
8.07K+ 47.54% |
$488K - $520K
|
25K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.04K+ 8.59% |
$486K - $518K
|
102K
$6.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.91K+ 1.93% |
$478K - $510K
|
419K
$26.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.86K+ 1.51% |
$475K - $507K
|
529K
$32.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
7.82K+ 24.92% |
$472K - $503K
|
39.2K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.8K+ 6.78% |
$472K - $503K
|
123K
$7.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7.75K+ 152.33% |
$468K - $499K
|
12.8K
$799K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.73K+ 113.89% |
$467K - $498K
|
14.5K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7.72K+ 20.76% |
$467K - $497K
|
44.9K
$2.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.72KNew |
$467K - $497K
|
7.72K
$480K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
7.67K+ 7.42% |
$464K - $494K
|
111K
$6.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.59K+ 2.87% |
$459K - $489K
|
272K
$17M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.42K+ 12.43% |
$449K - $478K
|
67.1K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.38K+ 5.18% |
$446K - $475K
|
150K
$9.33M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.18K+ 14.93% |
$434K - $462K
|
55.2K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.18K+ 116.48% |
$434K - $462K
|
13.3K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.17K+ 25.33% |
$433K - $462K
|
35.5K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7.1K+ 1.04% |
$429K - $457K
|
691K
$43.1M
|