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 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-8.05K- 22.25% |
$445K - $515K
|
28.1K
$1.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.3K- 51.65% |
$458K - $531K
|
7.77K
$529K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.52K- 23.87% |
$470K - $545K
|
27.2K
$1.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-8.73K- 30.33% |
$482K - $558K
|
20.1K
$1.37M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-8.75K- 6.59% |
$483K - $559K
|
124K
$8.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.79K- 55.63% |
$485K - $562K
|
7.01K
$477K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-8.81K- 0.6% |
$487K - $563K
|
1.46M
$99.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.87K- 1.68% |
$490K - $567K
|
520K
$35.4M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9.03K- 17.07% |
$499K - $577K
|
43.9K
$2.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.27K- 1.79% |
$512K - $593K
|
509K
$34.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-9.66K- 5.01% |
$533K - $617K
|
183K
$12.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 0.35% |
$586K - $678K
|
3M
$204M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-11.6K- 12.98% |
$642K - $743K
|
77.9K
$5.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 22.28% |
$650K - $753K
|
41.1K
$2.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11.8K- 31.3% |
$652K - $755K
|
25.9K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.1K- 8.1% |
$667K - $772K
|
137K
$9.33M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-12.4K- 27.07% |
$685K - $793K
|
33.4K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-12.6K- 6.4% |
$697K - $807K
|
185K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-13.7K- 10.3% |
$754K - $873K
|
119K
$8.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-13.8K- 27.0% |
$762K - $882K
|
37.3K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.6K- 13.18% |
$808K - $936K
|
96.4K
$6.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.8K- 40.69% |
$817K - $947K
|
21.6K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14.9K- 14.35% |
$823K - $953K
|
89K
$6.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.1K- 31.36% |
$834K - $965K
|
33K
$2.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-15.4K- 60.04% |
$852K - $987K
|
10.3K
$700K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-15.5K- 3.41% |
$855K - $990K
|
438K
$29.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.6K- 9.52% |
$918K - $1.06M
|
158K
$10.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.3K- 53.51% |
$956K - $1.11M
|
15K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-18.2K- 9.02% |
$1.01M - $1.17M
|
184K
$12.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.4K- 2.27% |
$1.01M - $1.17M
|
791K
$53.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-18.5K- 13.83% |
$1.02M - $1.18M
|
115K
$7.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.5K- 1.95% |
$1.02M - $1.18M
|
930K
$63.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18.6K- 10.63% |
$1.03M - $1.19M
|
156K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-20K- 7.68% |
$1.1M - $1.28M
|
240K
$16.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20.1K- 76.24% |
$1.11M - $1.29M
|
6.28K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-21.1K- 22.68% |
$1.16M - $1.35M
|
71.9K
$4.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-22.8K- 3.3% |
$1.26M - $1.46M
|
669K
$45.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.9K- 3.23% |
$1.27M - $1.47M
|
687K
$46.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-24K- 12.25% |
$1.33M - $1.54M
|
172K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-24.6K- 13.12% |
$1.36M - $1.57M
|
163K
$11.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-25K- 43.19% |
$1.38M - $1.6M
|
32.9K
$2.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-26.1K- 93.28% |
$1.44M - $1.67M
|
1.88K
$128K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26.4K- 0.34% |
$1.46M - $1.69M
|
7.72M
$526M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28.1K- 79.55% |
$1.55M - $1.79M
|
7.21K
$491K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-33.1K- 20.71% |
$1.83M - $2.11M
|
127K
$8.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-35.5K- 14.22% |
$1.96M - $2.27M
|
214K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-36.3K- 20.29% |
$2.01M - $2.32M
|
143K
$9.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-36.6K- 13.41% |
$2.02M - $2.34M
|
236K
$16.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.8K- 11.8% |
$2.2M - $2.55M
|
298K
$20.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-42.8K- 6.44% |
$2.36M - $2.73M
|
622K
$42.3M
|