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
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.59K+ 2.01% |
$96.1K - $102K
|
80.8K
$5.03M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.58K+ 3.93% |
$95.3K - $102K
|
41.8K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.56K+ 18.31% |
$94.6K - $101K
|
10.1K
$629K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.56K+ 0.84% |
$94.4K - $101K
|
187K
$11.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.55K+ 5.67% |
$93.4K - $99.5K
|
28.8K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.5K+ 6.76% |
$90.7K - $96.6K
|
23.7K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.5K+ 9.13% |
$90.6K - $96.6K
|
17.9K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.45K+ 7.6% |
$87.6K - $93.3K
|
20.5K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.4K+ 8.82% |
$84.7K - $90.3K
|
17.3K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.39K+ 0.72% |
$83.7K - $89.2K
|
192K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.38K+ 27.07% |
$83.3K - $88.7K
|
6.46K
$402K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.35K+ 2.28% |
$81.9K - $87.2K
|
60.9K
$3.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.34K+ 1.94% |
$81.3K - $86.6K
|
70.8K
$4.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.33K+ 0.31% |
$80.2K - $85.4K
|
424K
$26.4M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.32K+ 18.58% |
$79.8K - $85K
|
8.42K
$524K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.32K+ 8.42% |
$79.6K - $84.8K
|
17K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 39.56% |
$78.6K - $83.7K
|
4.59K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.28K+ 1.39% |
$77.6K - $82.7K
|
93.7K
$5.83M
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 4.85% |
$77.3K - $82.4K
|
27.7K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.23K+ 13.01% |
$74.5K - $79.4K
|
10.7K
$666K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
1.2K+ 7.73% |
$72.8K - $77.6K
|
16.8K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 5.45% |
$72.8K - $77.6K
|
23.3K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.17K+ 4.51% |
$70.8K - $75.4K
|
27.1K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.16K+ 15.4% |
$70.1K - $74.7K
|
8.69K
$541K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.16K+ 13.06% |
$70K - $74.6K
|
10K
$624K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.15K+ 0.1% |
$69.5K - $74.1K
|
1.2M
$74.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.15KNew |
$69.3K - $73.9K
|
1.15K
$71.4K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 17.17% |
$67.7K - $72.2K
|
7.64K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.11K+ 0.82% |
$66.9K - $71.2K
|
135K
$8.43M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.1K+ 37.11% |
$66.3K - $70.6K
|
4.05K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.09K+ 16.8% |
$66K - $70.3K
|
7.59K
$473K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.08K+ 6.63% |
$65.5K - $69.8K
|
17.4K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.08K+ 10.94% |
$65.2K - $69.4K
|
10.9K
$681K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.06K+ 4.86% |
$64K - $68.2K
|
22.8K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.04K+ 4.62% |
$63K - $67.1K
|
23.6K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.01K+ 14.79% |
$61.3K - $65.3K
|
7.87K
$490K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1K+ 209.85% |
$60.5K - $64.5K
|
1.48K
$92K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1KNew |
$60.5K - $64.4K
|
1K
$62.3K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
985+ 4.83% |
$59.6K - $63.5K
|
21.4K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
975+ 1.92% |
$58.9K - $62.8K
|
51.8K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
962+ 12.74% |
$58.2K - $62K
|
8.51K
$530K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
923+ 6.29% |
$55.8K - $59.5K
|
15.6K
$971K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
922+ 25.1% |
$55.7K - $59.4K
|
4.6K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
919+ 7.84% |
$55.6K - $59.2K
|
12.6K
$787K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
906+ 2.26% |
$54.8K - $58.4K
|
41K
$2.55M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
901+ 0.56% |
$54.5K - $58K
|
163K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
874+ 5.04% |
$52.8K - $56.3K
|
18.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
866New |
$52.4K - $55.8K
|
866
$53.9K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
861+ 5.76% |
$52.1K - $55.5K
|
15.8K
$984K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
839+ 7.38% |
$50.7K - $54K
|
12.2K
$760K
|