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 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.73K- 14.43% |
$151K - $175K
|
16.2K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.73K- 18.59% |
$151K - $175K
|
12K
$815K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.79K- 10.03% |
$154K - $179K
|
25.1K
$1.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-2.94K- 7.51% |
$163K - $188K
|
36.2K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.08K- 4.38% |
$170K - $197K
|
67.2K
$4.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.13K- 36.9% |
$173K - $200K
|
5.35K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.15K- 4.83% |
$174K - $201K
|
62K
$4.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.24K- 22.35% |
$179K - $207K
|
11.3K
$768K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.25K- 11.96% |
$179K - $208K
|
23.9K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.29K- 1.76% |
$181K - $210K
|
184K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.29K- 16.16% |
$182K - $211K
|
17.1K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.34K- 19.69% |
$184K - $213K
|
13.6K
$927K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.41K- 3.62% |
$188K - $218K
|
90.6K
$6.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.47K- 43.37% |
$191K - $222K
|
4.53K
$308K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-3.51K- 16.95% |
$194K - $225K
|
17.2K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.54K- 5.2% |
$196K - $226K
|
64.5K
$4.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.6K- 1.6% |
$199K - $230K
|
221K
$15.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.77K- 17.08% |
$208K - $241K
|
18.3K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.81K- 3.15% |
$210K - $244K
|
117K
$7.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.86K- 2.41% |
$213K - $247K
|
156K
$10.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.98K- 2.54% |
$220K - $254K
|
152K
$10.4M
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.03K- 0.67% |
$222K - $257K
|
594K
$40.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.05K- 2.13% |
$224K - $259K
|
187K
$12.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.14K- 14.38% |
$229K - $265K
|
24.6K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-4.34K- 3.99% |
$240K - $278K
|
104K
$7.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4.38K- 64.13% |
$242K - $280K
|
2.45K
$167K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-4.43K- 4.61% |
$244K - $283K
|
91.5K
$6.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4.45K- 1.06% |
$246K - $285K
|
414K
$28.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.47K- 56.94% |
$247K - $286K
|
3.38K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-4.56K- 4.27% |
$252K - $292K
|
102K
$6.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.58K- 1.34% |
$253K - $293K
|
338K
$23M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-4.82K- 6.87% |
$266K - $308K
|
65.3K
$4.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-4.89K- 29.11% |
$270K - $313K
|
11.9K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.97K- 11.61% |
$274K - $318K
|
37.8K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.12K- 6.77% |
$283K - $327K
|
70.6K
$4.8M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.58K- 13.58% |
$308K - $357K
|
35.5K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.72K- 9.54% |
$316K - $366K
|
54.2K
$3.69M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.83K- 4.93% |
$322K - $373K
|
112K
$7.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-5.88K- 57.87% |
$324K - $376K
|
4.28K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.24K- 8.29% |
$345K - $399K
|
69.1K
$4.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.67K- 1.07% |
$369K - $427K
|
616K
$42M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-6.97K- 9.85% |
$385K - $445K
|
63.7K
$4.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-7.12K- 33.51% |
$393K - $455K
|
14.1K
$962K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7.26K- 7.15% |
$401K - $464K
|
94.4K
$6.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-7.32K- 55.66% |
$404K - $468K
|
5.84K
$397K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.41K- 1.8% |
$409K - $473K
|
404K
$27.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-7.47K- 42.84% |
$412K - $477K
|
9.96K
$678K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-7.67K- 2.28% |
$424K - $490K
|
328K
$22.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.7K- 32.22% |
$425K - $492K
|
16.2K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-7.94K- 24.48% |
$438K - $507K
|
24.5K
$1.67M
|