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 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-498- 3.66% |
$27.5K - $31.8K
|
13.1K
$893K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-500- 11.3% |
$27.6K - $32K
|
3.93K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-500- 6.28% |
$27.6K - $32K
|
7.47K
$508K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-519- 1.92% |
$28.7K - $33.2K
|
26.6K
$1.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-556- 10.22% |
$30.7K - $35.6K
|
4.89K
$333K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-559- 1.68% |
$30.9K - $35.7K
|
32.7K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-572- 12.03% |
$31.6K - $36.6K
|
4.18K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-573- 1.46% |
$31.6K - $36.6K
|
38.8K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-577- 5.84% |
$31.9K - $36.9K
|
9.3K
$633K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-598- 14.02% |
$33K - $38.2K
|
3.67K
$250K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-601- 10.18% |
$33.2K - $38.4K
|
5.3K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-606- 7.94% |
$33.5K - $38.7K
|
7.02K
$478K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-623- 7.29% |
$34.4K - $39.8K
|
7.92K
$539K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-656- 4.56% |
$36.2K - $41.9K
|
13.7K
$935K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-657- 3.2% |
$36.3K - $42K
|
19.9K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-663- 1.65% |
$36.6K - $42.4K
|
39.4K
$2.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-670- 0.32% |
$37K - $42.8K
|
206K
$14M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-697- 3.67% |
$38.5K - $44.6K
|
18.3K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-737- 0.24% |
$40.7K - $47.1K
|
310K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-756- 3.25% |
$41.7K - $48.3K
|
22.5K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-758- 9.76% |
$41.9K - $48.5K
|
7.01K
$477K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-769- 7.88% |
$42.5K - $49.2K
|
8.99K
$612K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-780- 0.45% |
$43.1K - $49.9K
|
173K
$11.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-792- 44.62% |
$43.7K - $50.6K
|
983
$66.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-795- 14.02% |
$43.9K - $50.8K
|
4.88K
$332K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-809- 0.42% |
$44.7K - $51.7K
|
193K
$13.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-829- 0.88% |
$45.8K - $53K
|
92.8K
$6.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-849- 9.61% |
$46.9K - $54.3K
|
7.99K
$544K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-865- 23.8% |
$47.8K - $55.3K
|
2.77K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-887- 5.05% |
$49K - $56.7K
|
16.7K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-900- 3.58% |
$49.7K - $57.5K
|
24.3K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-906- 3.47% |
$50K - $57.9K
|
25.2K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-908- 19.82% |
$50.1K - $58.1K
|
3.67K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-919- 15.7% |
$50.7K - $58.8K
|
4.93K
$336K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-923- 5.92% |
$51K - $59K
|
14.7K
$999K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-943- 8.71% |
$52.1K - $60.3K
|
9.89K
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-948- 2.53% |
$52.3K - $60.6K
|
36.5K
$2.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-962- 2.71% |
$53.1K - $61.5K
|
34.5K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-966- 1.05% |
$53.3K - $61.8K
|
91K
$6.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-987- 15.27% |
$54.5K - $63.1K
|
5.48K
$373K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-989- 21.41% |
$54.6K - $63.2K
|
3.63K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-997- 59.7% |
$55.1K - $63.7K
|
673
$45.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-999- 0.54% |
$55.2K - $63.9K
|
184K
$12.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1K- 29.2% |
$55.3K - $64K
|
2.43K
$165K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 0.64% |
$55.7K - $64.5K
|
156K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 6.65% |
$55.8K - $64.6K
|
14.2K
$966K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.02K- 40.93% |
$56.2K - $65K
|
1.47K
$100K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.02K- 7.66% |
$56.2K - $65K
|
12.3K
$834K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.05K- 2.18% |
$57.7K - $66.8K
|
46.9K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.06K- 0.98% |
$58.5K - $67.7K
|
107K
$7.29M
|