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 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-209- 3.81% |
$11.5K - $13.4K
|
5.27K
$359K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-210- 3.13% |
$11.6K - $13.4K
|
6.51K
$443K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-213- 2.27% |
$11.8K - $13.6K
|
9.17K
$624K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-215- 3.28% |
$11.9K - $13.7K
|
6.33K
$431K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-225- 44.55% |
$12.4K - $14.4K
|
280
$19.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-231- 3.42% |
$12.8K - $14.8K
|
6.52K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-237- 6.28% |
$13.1K - $15.2K
|
3.54K
$241K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-246- 0.96% |
$13.6K - $15.7K
|
25.4K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-250- 2.99% |
$13.8K - $16K
|
8.1K
$552K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-250- 4.16% |
$13.8K - $16K
|
5.76K
$392K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-251- 1.04% |
$13.9K - $16K
|
23.9K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-253- 1.88% |
$14K - $16.2K
|
13.2K
$901K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-254- 6.45% |
$14K - $16.2K
|
3.68K
$251K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-259- 2.19% |
$14.3K - $16.6K
|
11.6K
$788K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-265- 5.22% |
$14.6K - $16.9K
|
4.81K
$328K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-275- 6.03% |
$15.2K - $17.6K
|
4.29K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-285- 7.27% |
$15.7K - $18.2K
|
3.63K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-286- 1.23% |
$15.8K - $18.3K
|
23K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-298- 3.86% |
$16.5K - $19.1K
|
7.42K
$505K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-305- 5.14% |
$16.8K - $19.5K
|
5.63K
$383K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-305- 60.52% |
$16.8K - $19.5K
|
199
$13.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-309- 1.52% |
$17.1K - $19.8K
|
20.1K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-313- 7.06% |
$17.3K - $20K
|
4.12K
$281K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-321- 1.06% |
$17.7K - $20.5K
|
30.1K
$2.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-327- 35.31% |
$18.1K - $20.9K
|
599
$40.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-329- 0.17% |
$18.2K - $21K
|
190K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-331- 4.33% |
$18.3K - $21.2K
|
7.31K
$498K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-335- 4.37% |
$18.5K - $21.4K
|
7.33K
$499K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-337- 1.96% |
$18.6K - $21.5K
|
16.8K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-351- 30.34% |
$19.4K - $22.4K
|
806
$54.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-353- 0.81% |
$19.5K - $22.6K
|
43.4K
$2.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-365- 0.89% |
$20.2K - $23.3K
|
40.8K
$2.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-370- 1.57% |
$20.4K - $23.7K
|
23.2K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-373- 2.8% |
$20.6K - $23.8K
|
13K
$883K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-374- 3.5% |
$20.7K - $23.9K
|
10.3K
$703K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-378- 3.21% |
$20.9K - $24.2K
|
11.4K
$775K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-396- 13.43% |
$21.9K - $25.3K
|
2.55K
$174K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-414- 2.71% |
$22.9K - $26.5K
|
14.9K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-440- 1.27% |
$24.3K - $28.1K
|
34.1K
$2.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-441- 9.62% |
$24.4K - $28.2K
|
4.15K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-444- 9.43% |
$24.5K - $28.4K
|
4.27K
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-448- 2.91% |
$24.7K - $28.6K
|
14.9K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-452- 0.55% |
$25K - $28.9K
|
82K
$5.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-455- 2.27% |
$25.1K - $29.1K
|
19.6K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-458- 2.56% |
$25.3K - $29.3K
|
17.5K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-469- 5.34% |
$25.9K - $30K
|
8.32K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-472- 2.69% |
$26.1K - $30.2K
|
17.1K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-474- 2.42% |
$26.2K - $30.3K
|
19.1K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-475- 11.21% |
$26.2K - $30.4K
|
3.76K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-487- 4.59% |
$26.9K - $31.1K
|
10.1K
$689K
|