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 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
7K+ 2.0% |
$423K - $451K
|
356K
$22.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.91K+ 5.28% |
$418K - $445K
|
138K
$8.57M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.88K+ 20.4% |
$416K - $443K
|
40.6K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6.88K+ 2.06% |
$416K - $443K
|
341K
$21.3M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
6.87KNew |
$415K - $442K
|
6.87K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.83K+ 1.39% |
$413K - $440K
|
498K
$31M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.8K+ 16.71% |
$411K - $438K
|
47.5K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.76K+ 95.4% |
$409K - $435K
|
13.8K
$862K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.72K+ 3.62% |
$406K - $433K
|
192K
$12M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.71K+ 6.67% |
$406K - $432K
|
107K
$6.68M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
6.7K+ 49.08% |
$405K - $432K
|
20.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.69K+ 6.07% |
$405K - $431K
|
117K
$7.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
6.65K+ 2.31% |
$402K - $429K
|
295K
$18.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
6.65K+ 3.66% |
$402K - $428K
|
188K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.55K+ 8.54% |
$396K - $422K
|
83.3K
$5.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
6.5K+ 120.55% |
$393K - $419K
|
11.9K
$740K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.37K+ 20.49% |
$385K - $410K
|
37.5K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.35K+ 5.41% |
$384K - $409K
|
124K
$7.7M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.22K+ 161.63% |
$376K - $401K
|
10.1K
$627K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.14K+ 1.76% |
$371K - $396K
|
355K
$22.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
6KNew |
$363K - $386K
|
6K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.99KNew |
$362K - $386K
|
5.99K
$373K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.92K+ 8.48% |
$358K - $381K
|
75.7K
$4.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
5.84K+ 31.49% |
$353K - $376K
|
24.4K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.81K+ 68.68% |
$351K - $374K
|
14.3K
$888K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.72K+ 3.93% |
$346K - $368K
|
151K
$9.42M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.7K+ 8.58% |
$344K - $367K
|
72.1K
$4.49M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.53K+ 16.8% |
$334K - $356K
|
38.4K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.5K+ 17.82% |
$333K - $355K
|
36.4K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.45K+ 23.71% |
$329K - $351K
|
28.4K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.37K+ 1.96% |
$325K - $346K
|
279K
$17.4M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.16KNew |
$312K - $332K
|
5.16K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
5.08K+ 2.22% |
$307K - $327K
|
234K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.05K+ 73.87% |
$305K - $325K
|
11.9K
$740K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.04K+ 1.62% |
$304K - $324K
|
315K
$19.6M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
5.02KNew |
$304K - $324K
|
5.02K
$313K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.01K+ 26.21% |
$303K - $323K
|
24.1K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.01KNew |
$303K - $322K
|
5.01K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.97KNew |
$301K - $320K
|
4.97K
$310K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.93K+ 15.66% |
$298K - $318K
|
36.4K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
4.92K+ 1.85% |
$297K - $317K
|
271K
$16.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.86K+ 11.92% |
$294K - $313K
|
45.6K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.85K+ 4.47% |
$293K - $312K
|
113K
$7.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.72K+ 60.35% |
$286K - $304K
|
12.5K
$781K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.72K+ 4.65% |
$285K - $304K
|
106K
$6.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.71K+ 2.14% |
$284K - $303K
|
225K
$14M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.68K+ 106.87% |
$283K - $302K
|
9.06K
$564K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.67KNew |
$282K - $301K
|
4.67K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.54K+ 50.23% |
$275K - $293K
|
13.6K
$846K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.53KNew |
$274K - $292K
|
4.53K
$282K
|