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
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.07K- 3.76% |
$58.9K - $68.2K
|
27.3K
$1.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-1.07K- 4.62% |
$59.1K - $68.5K
|
22.1K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.08K- 34.5% |
$59.4K - $68.8K
|
2.04K
$139K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.1K- 2.16% |
$60.8K - $70.4K
|
49.8K
$3.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.12K- 9.61% |
$62K - $71.8K
|
10.6K
$719K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.13K- 3.6% |
$62.1K - $71.9K
|
30.1K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-1.13K- 3.25% |
$62.2K - $72K
|
33.5K
$2.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.13K- 0.74% |
$62.2K - $72.1K
|
152K
$10.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-1.17K- 0.96% |
$64.7K - $74.9K
|
120K
$8.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.2K- 20.84% |
$66.1K - $76.5K
|
4.55K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.21K- 3.89% |
$67K - $77.6K
|
30K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.22K- 10.64% |
$67.2K - $77.8K
|
10.2K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.25K- 1.16% |
$68.9K - $79.8K
|
106K
$7.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.29K- 12.45% |
$71K - $82.2K
|
9.04K
$616K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-1.29K- 4.01% |
$71.3K - $82.5K
|
30.9K
$2.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.31K- 4.77% |
$72.2K - $83.6K
|
26.1K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.39K- 14.37% |
$76.8K - $88.9K
|
8.29K
$564K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
SELL
|
- |
-1.41K- 6.68% |
$77.7K - $90K
|
19.6K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 1.35% |
$82.9K - $96K
|
110K
$7.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.55K- 6.54% |
$85.6K - $99.1K
|
22.1K
$1.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.55K- 25.95% |
$85.8K - $99.4K
|
4.44K
$302K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.62K- 6.42% |
$89.6K - $104K
|
23.6K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.63K- 3.94% |
$89.7K - $104K
|
39.6K
$2.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.65K- 14.56% |
$90.8K - $105K
|
9.65K
$657K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.65K- 15.81% |
$90.9K - $105K
|
8.77K
$597K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.71K- 6.1% |
$94.5K - $109K
|
26.3K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.73K- 16.48% |
$95.3K - $110K
|
8.75K
$595K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-1.74K- 2.72% |
$95.9K - $111K
|
62.2K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.76K- 27.21% |
$96.9K - $112K
|
4.69K
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.78K- 30.72% |
$98.3K - $114K
|
4.02K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.79K- 7.02% |
$99K - $115K
|
23.7K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.87K- 52.85% |
$103K - $119K
|
1.66K
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.9K- 1.44% |
$105K - $121K
|
130K
$8.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.94K- 3.67% |
$107K - $124K
|
50.7K
$3.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.96K- 15.81% |
$108K - $125K
|
10.4K
$709K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.98K- 21.86% |
$109K - $127K
|
7.08K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.04K- 5.6% |
$113K - $131K
|
34.4K
$2.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.07K- 4.9% |
$114K - $132K
|
40.1K
$2.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.2K- 30.74% |
$122K - $141K
|
4.96K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-2.21K- 16.56% |
$122K - $141K
|
11.1K
$758K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.24K- 2.44% |
$124K - $143K
|
89.5K
$6.09M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.29K- 1.93% |
$126K - $146K
|
116K
$7.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.34K- 1.64% |
$129K - $150K
|
141K
$9.57M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.41K- 31.04% |
$133K - $154K
|
5.35K
$364K
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-2.46K- 29.04% |
$136K - $157K
|
6.02K
$410K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.5K- 19.38% |
$138K - $160K
|
10.4K
$709K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.55K- 2.08% |
$141K - $163K
|
120K
$8.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.6K- 26.67% |
$144K - $166K
|
7.15K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.64K- 13.15% |
$146K - $169K
|
17.4K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-2.71K- 6.63% |
$150K - $173K
|
38.2K
$2.6M
|