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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.05% |
$3.15K - $3.64K
|
112K
$7.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
55+ 0.17% |
$3.04K - $3.52K
|
33.1K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
53+ 0.04% |
$2.93K - $3.39K
|
138K
$9.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
50+ 0.5% |
$2.76K - $3.2K
|
10.1K
$691K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49+ 0.17% |
$2.71K - $3.13K
|
28.7K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
48New |
$2.65K - $3.07K
|
48
$3.27K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
46+ 0.41% |
$2.54K - $2.94K
|
11.2K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
46+ 1.14% |
$2.54K - $2.94K
|
4.1K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
45+ 0.17% |
$2.48K - $2.88K
|
27.1K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
44+ 0.31% |
$2.43K - $2.81K
|
14.2K
$966K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
43+ 0.65% |
$2.37K - $2.75K
|
6.69K
$456K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
43+ 0.19% |
$2.37K - $2.75K
|
22.3K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
41New |
$2.26K - $2.62K
|
41
$2.79K
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
40+ 0.3% |
$2.21K - $2.56K
|
13.4K
$911K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
37+ 0.47% |
$2.04K - $2.37K
|
7.83K
$533K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
35+ 0.09% |
$1.93K - $2.24K
|
38.5K
$2.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
34+ 0.98% |
$1.88K - $2.17K
|
3.51K
$239K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
34+ 0.53% |
$1.88K - $2.17K
|
6.42K
$437K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
32+ 0.45% |
$1.77K - $2.05K
|
7.19K
$490K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 0.13% |
$1.71K - $1.98K
|
23.6K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
30+ 0.11% |
$1.66K - $1.92K
|
26.9K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
29+ 0.21% |
$1.6K - $1.85K
|
13.6K
$928K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
28+ 0.21% |
$1.55K - $1.79K
|
13.6K
$923K
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
28+ 0.53% |
$1.55K - $1.79K
|
5.33K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
27+ 0.09% |
$1.49K - $1.73K
|
28.9K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
24+ 0.6% |
$1.33K - $1.53K
|
4.02K
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
23+ 0.23% |
$1.27K - $1.47K
|
10K
$684K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
23+ 0.35% |
$1.27K - $1.47K
|
6.52K
$444K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
23+ 0.52% |
$1.27K - $1.47K
|
4.45K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
23+ 4.32% |
$1.27K - $1.47K
|
556
$37.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
22+ 0.37% |
$1.21K - $1.41K
|
6.02K
$410K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
21+ 0.03% |
$1.16K - $1.34K
|
70.8K
$4.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
21+ 0.15% |
$1.16K - $1.34K
|
13.7K
$933K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
20+ 0.28% |
$1.1K - $1.28K
|
7.16K
$488K
|
|
|
Aug 07, 2025
Q2 2025
|
Gouws Capital LLC
|
BUY
|
- |
20+ 0.07% |
$1.1K - $1.28K
|
27.9K
$1.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
19+ 0.53% |
$1.05K - $1.21K
|
3.57K
$243K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
18+ 0.06% |
$994 - $1.15K
|
28.9K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
18+ 0.02% |
$994 - $1.15K
|
111K
$7.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
17+ 0.4% |
$939 - $1.09K
|
4.31K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.23% |
$939 - $1.09K
|
7.3K
$497K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15New |
$828 - $959
|
15
$1.02K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
14+ 0.52% |
$773 - $895
|
2.71K
$184K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$773 - $895
|
19.2K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.51% |
$718 - $831
|
2.55K
$174K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.35% |
$718 - $831
|
3.76K
$256K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.21% |
$607 - $703
|
5.27K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11+ 0.17% |
$607 - $703
|
6.44K
$439K
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
10+ 0.23% |
$552 - $639
|
4.35K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
10+ 0.06% |
$552 - $639
|
16.7K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
9+ 0.2% |
$497 - $575
|
4.6K
$313K
|