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 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-30- 0.47% |
$1.66K - $1.92K
|
6.35K
$433K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-34- 0.33% |
$1.88K - $2.17K
|
10.3K
$699K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-35- 0.19% |
$1.93K - $2.24K
|
18.5K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-37- 0.26% |
$2.04K - $2.37K
|
14.4K
$977K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-39- 3.17% |
$2.15K - $2.49K
|
1.19K
$81K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-40- 0.33% |
$2.21K - $2.56K
|
12.2K
$828K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-45- 0.19% |
$2.48K - $2.88K
|
23.9K
$1.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-47- 1.21% |
$2.6K - $3.01K
|
3.84K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-49- 1.07% |
$2.71K - $3.13K
|
4.55K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-50- 1.52% |
$2.76K - $3.2K
|
3.24K
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-53- 5.33% |
$2.93K - $3.39K
|
942
$64.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-58- 1.2% |
$3.2K - $3.71K
|
4.76K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-59- 0.03% |
$3.26K - $3.77K
|
228K
$15.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-60- 8.44% |
$3.31K - $3.84K
|
651
$44.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-61- 1.15% |
$3.37K - $3.9K
|
5.24K
$357K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-70- 0.34% |
$3.87K - $4.48K
|
20.4K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-70- 0.94% |
$3.87K - $4.48K
|
7.35K
$501K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 0.41% |
$3.87K - $4.48K
|
16.9K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-71- 2.57% |
$3.92K - $4.54K
|
2.69K
$183K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-75- 1.52% |
$4.14K - $4.8K
|
4.86K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-76- 1.13% |
$4.2K - $4.86K
|
6.65K
$453K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-77- 0.39% |
$4.25K - $4.92K
|
19.8K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-80- 1.15% |
$4.42K - $5.12K
|
6.86K
$467K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-80- 1.48% |
$4.42K - $5.12K
|
5.33K
$363K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-84- 0.89% |
$4.64K - $5.37K
|
9.31K
$634K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-88- 0.95% |
$4.86K - $5.63K
|
9.13K
$622K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-101- 0.43% |
$5.58K - $6.46K
|
23.3K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-110- 9.04% |
$6.07K - $7.03K
|
1.11K
$75.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-112- 2.57% |
$6.18K - $7.16K
|
4.25K
$289K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-116- 0.43% |
$6.41K - $7.42K
|
26.6K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-126- 0.4% |
$6.96K - $8.06K
|
31.2K
$2.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-131- 5.23% |
$7.23K - $8.38K
|
2.37K
$162K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-136- 1.08% |
$7.51K - $8.7K
|
12.4K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-144- 1.14% |
$7.95K - $9.21K
|
12.5K
$852K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-147- 1.78% |
$8.12K - $9.4K
|
8.13K
$553K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-150- 0.55% |
$8.28K - $9.59K
|
27.1K
$1.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-150- 1.73% |
$8.28K - $9.59K
|
8.54K
$581K
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-152- 0.57% |
$8.39K - $9.72K
|
26.6K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-169- 0.44% |
$9.33K - $10.8K
|
38.2K
$2.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-173- 0.81% |
$9.55K - $11.1K
|
21.2K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-177- 0.7% |
$9.77K - $11.3K
|
25.1K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-179- 5.61% |
$9.88K - $11.4K
|
3.01K
$205K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-180- 2.58% |
$9.94K - $11.5K
|
6.8K
$463K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-184- 0.18% |
$10.2K - $11.8K
|
102K
$6.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-189- 23.63% |
$10.4K - $12.1K
|
611
$41.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-196- 3.85% |
$10.8K - $12.5K
|
4.9K
$334K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 2.59% |
$11K - $12.8K
|
7.53K
$513K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-203- 1.13% |
$11.2K - $13K
|
17.8K
$1.21M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-203- 5.71% |
$11.2K - $13K
|
3.35K
$228K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-207- 1.87% |
$11.4K - $13.2K
|
10.9K
$739K
|