Purchases and Sales Made in Q2 2025 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
502+ 17.93% |
$27.7K - $32.1K
|
3.3K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
502+ 2.7% |
$27.7K - $32.1K
|
19.1K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
496New |
$27.4K - $31.7K
|
496
$33.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
495+ 5.12% |
$27.3K - $31.7K
|
10.2K
$692K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
487+ 5.35% |
$26.9K - $31.1K
|
9.6K
$654K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
474+ 0.08% |
$26.2K - $30.3K
|
599K
$40.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
471+ 2.72% |
$26K - $30.1K
|
17.8K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
465+ 11.19% |
$25.7K - $29.7K
|
4.62K
$315K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
463+ 1.36% |
$25.6K - $29.6K
|
34.5K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
461New |
$25.5K - $29.5K
|
461
$31.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
460+ 0.24% |
$25.4K - $29.4K
|
189K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
453New |
$25K - $29K
|
453
$30.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
447+ 23.26% |
$24.7K - $28.6K
|
2.37K
$161K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
447+ 11.44% |
$24.7K - $28.6K
|
4.35K
$296K
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
446+ 3.8% |
$24.6K - $28.5K
|
12.2K
$830K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
445New |
$24.6K - $28.5K
|
445
$30.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
444+ 4.72% |
$24.5K - $28.4K
|
9.85K
$671K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
441+ 1.8% |
$24.4K - $28.2K
|
25K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
436+ 7.41% |
$24.1K - $27.9K
|
6.32K
$430K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
434New |
$24K - $27.7K
|
434
$29.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
423+ 8.45% |
$23.4K - $27K
|
5.43K
$370K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
418+ 12.81% |
$23.1K - $26.7K
|
3.68K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
413+ 9.25% |
$22.8K - $26.4K
|
4.88K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
399+ 0.78% |
$22K - $25.5K
|
51.6K
$3.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
392New |
$21.6K - $25.1K
|
392
$26.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
386+ 10.0% |
$21.3K - $24.7K
|
4.25K
$289K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
386+ 2.51% |
$21.3K - $24.7K
|
15.8K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
385+ 0.52% |
$21.3K - $24.6K
|
74.6K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
375+ 1.45% |
$20.7K - $24K
|
26.3K
$1.79M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
369+ 2.92% |
$20.4K - $23.6K
|
13K
$886K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
360New |
$19.9K - $23K
|
360
$24.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
349+ 8.39% |
$19.3K - $22.3K
|
4.51K
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
348+ 3.18% |
$19.2K - $22.3K
|
11.3K
$768K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
344+ 0.78% |
$19K - $22K
|
44.5K
$3.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
340+ 1.97% |
$18.8K - $21.7K
|
17.6K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
322+ 2.92% |
$17.8K - $20.6K
|
11.4K
$773K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
311+ 0.58% |
$17.2K - $19.9K
|
53.7K
$3.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
309New |
$17.1K - $19.8K
|
309
$21K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
308+ 8.94% |
$17K - $19.7K
|
3.75K
$256K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
306+ 1.41% |
$16.9K - $19.6K
|
22.1K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
305+ 2.57% |
$16.8K - $19.5K
|
12.2K
$830K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
292+ 2.69% |
$16.1K - $18.7K
|
11.1K
$759K
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
290+ 0.65% |
$16K - $18.5K
|
44.9K
$3.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
285+ 5.41% |
$15.7K - $18.2K
|
5.55K
$378K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
285New |
$15.7K - $18.2K
|
285
$19.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
282+ 0.8% |
$15.6K - $18K
|
35.7K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
282New |
$15.6K - $18K
|
282
$19.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
269+ 0.51% |
$14.9K - $17.2K
|
52.8K
$3.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
258New |
$14.2K - $16.5K
|
258
$17.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
249New |
$13.7K - $15.9K
|
249
$17K
|