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 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.8K+ 3.14% |
$169K - $181K
|
92K
$5.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.8K+ 2.83% |
$169K - $180K
|
102K
$6.33M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.74K+ 8.18% |
$165K - $176K
|
36.2K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.73K+ 17.92% |
$165K - $176K
|
18K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.68K+ 0.51% |
$162K - $173K
|
530K
$33M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.65K+ 5.49% |
$160K - $171K
|
50.9K
$3.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
2.64K+ 2.64% |
$160K - $170K
|
103K
$6.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
2.63K+ 40.47% |
$159K - $169K
|
9.11K
$567K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.62K+ 4.06% |
$159K - $169K
|
67.3K
$4.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.59K+ 6.0% |
$157K - $167K
|
45.8K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.54K+ 3.49% |
$153K - $163K
|
75.3K
$4.69M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.52K+ 7.61% |
$153K - $163K
|
35.7K
$2.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.52K+ 37.66% |
$152K - $162K
|
9.22K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
2.49K+ 9.8% |
$150K - $160K
|
27.8K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.48K+ 3.03% |
$150K - $160K
|
84.3K
$5.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
2.47K+ 1.21% |
$149K - $159K
|
207K
$12.9M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.46K+ 1.68% |
$149K - $159K
|
149K
$9.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.39K+ 5.79% |
$145K - $154K
|
43.7K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.39K+ 8.74% |
$145K - $154K
|
29.7K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.35K+ 10.49% |
$142K - $151K
|
24.8K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.32KNew |
$140K - $150K
|
2.32K
$145K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.32K+ 2.48% |
$140K - $149K
|
96K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.27K+ 1.14% |
$137K - $146K
|
202K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.25K+ 20.25% |
$136K - $145K
|
13.3K
$830K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 3.42% |
$134K - $142K
|
66.8K
$4.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.2K+ 27.02% |
$133K - $142K
|
10.3K
$643K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 8.96% |
$133K - $141K
|
26.7K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
2.14K+ 11.14% |
$129K - $138K
|
21.3K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.08K+ 4.07% |
$126K - $134K
|
53.2K
$3.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.08K+ 103900.0% |
$126K - $134K
|
2.08K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.06K+ 1.05% |
$124K - $133K
|
197K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.03K+ 21.68% |
$123K - $131K
|
11.4K
$711K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2.01K+ 1.18% |
$121K - $129K
|
172K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2K+ 7.41% |
$121K - $129K
|
29K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2K+ 1.33% |
$121K - $129K
|
152K
$9.45M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.98K+ 14.83% |
$120K - $128K
|
15.4K
$957K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.98K+ 2.6% |
$120K - $128K
|
78K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.97K+ 23.2% |
$119K - $127K
|
10.5K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.97KNew |
$119K - $127K
|
1.97K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.96K+ 51.08% |
$119K - $126K
|
5.8K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.84K+ 1.97% |
$111K - $118K
|
95.2K
$5.93M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.78KNew |
$107K - $114K
|
1.78K
$111K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.73K+ 1.48% |
$104K - $111K
|
118K
$7.36M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.71K+ 3.78% |
$103K - $110K
|
47K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.71K+ 26.07% |
$103K - $110K
|
8.28K
$515K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.7K+ 0.55% |
$103K - $110K
|
311K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.65K+ 1.38% |
$99.7K - $106K
|
121K
$7.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.64KNew |
$99.3K - $106K
|
1.64K
$102K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$98.2K - $105K
|
1.63K
$101K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.61K+ 2.99% |
$97.5K - $104K
|
55.6K
$3.46M
|