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 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
461+ 0.39% |
$27.9K - $29.7K
|
117K
$7.31M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
460+ 6.61% |
$27.8K - $29.6K
|
7.42K
$462K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
445New |
$26.9K - $28.7K
|
445
$27.7K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
423+ 17.54% |
$25.6K - $27.2K
|
2.83K
$176K
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
416+ 8.92% |
$25.2K - $26.8K
|
5.08K
$316K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
407+ 8.68% |
$24.6K - $26.2K
|
5.09K
$317K
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
407+ 2.0% |
$24.6K - $26.2K
|
20.7K
$1.29M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
402+ 4.42% |
$24.3K - $25.9K
|
9.5K
$591K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
393+ 0.28% |
$23.8K - $25.3K
|
143K
$8.9M
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
393New |
$23.8K - $25.3K
|
393
$24.5K
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
391+ 3.91% |
$23.6K - $25.2K
|
10.4K
$646K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
390+ 5.76% |
$23.6K - $25.1K
|
7.16K
$446K
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
390+ 1.11% |
$23.6K - $25.1K
|
35.4K
$2.2M
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
385New |
$23.3K - $24.8K
|
385
$24K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
381+ 4.1% |
$23K - $24.5K
|
9.67K
$602K
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
380+ 7.51% |
$23K - $24.5K
|
5.44K
$339K
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
375+ 3.3% |
$22.7K - $24.2K
|
11.7K
$731K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
366+ 2.46% |
$22.1K - $23.6K
|
15.3K
$951K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
347+ 3.53% |
$21K - $22.4K
|
10.2K
$633K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
344+ 3.9% |
$20.8K - $22.2K
|
9.17K
$571K
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
342+ 1.34% |
$20.7K - $22K
|
25.9K
$1.61M
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
326+ 1.58% |
$19.7K - $21K
|
21K
$1.31M
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
309+ 0.42% |
$18.7K - $19.9K
|
74.2K
$4.62M
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
300New |
$18.1K - $19.3K
|
300
$18.7K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
287+ 235.25% |
$17.4K - $18.5K
|
409
$25.5K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
286+ 1.56% |
$17.3K - $18.4K
|
18.6K
$1.16M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
285+ 1.12% |
$17.2K - $18.4K
|
25.7K
$1.6M
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
280+ 1.04% |
$16.9K - $18K
|
27.3K
$1.7M
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
277+ 1.11% |
$16.7K - $17.8K
|
25.1K
$1.56M
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
258+ 0.49% |
$15.6K - $16.6K
|
52.5K
$3.27M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
238New |
$14.4K - $15.3K
|
238
$14.8K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
225+ 7.59% |
$13.6K - $14.5K
|
3.19K
$198K
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
218+ 0.77% |
$13.2K - $14K
|
28.4K
$1.77M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
215+ 1.98% |
$13K - $13.9K
|
11.1K
$689K
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
213+ 3.34% |
$12.9K - $13.7K
|
6.6K
$411K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
206New |
$12.5K - $13.3K
|
206
$12.8K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$12.1K - $12.9K
|
200
$12.5K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200+ 3.32% |
$12.1K - $12.9K
|
6.23K
$388K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
198+ 0.31% |
$12K - $12.8K
|
63.9K
$3.98M
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
197+ 5.36% |
$11.9K - $12.7K
|
3.88K
$241K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
196+ 1.59% |
$11.9K - $12.6K
|
12.5K
$778K
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
187+ 1.62% |
$11.3K - $12K
|
11.8K
$732K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
187+ 60.71% |
$11.3K - $12K
|
495
$30.8K
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
186New |
$11.2K - $12K
|
186
$11.6K
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
178+ 5.09% |
$10.8K - $11.5K
|
3.67K
$229K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
175+ 0.09% |
$10.6K - $11.3K
|
187K
$11.7M
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
173+ 4.62% |
$10.5K - $11.1K
|
3.92K
$244K
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
167New |
$10.1K - $10.8K
|
167
$10.4K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
152+ 1.98% |
$9.19K - $9.79K
|
7.84K
$488K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
146+ 1.68% |
$8.83K - $9.41K
|
8.84K
$550K
|