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
|
Assetmark, Inc
|
SELL
|
- |
-45.7K- 23.29% |
$2.53M - $2.93M
|
151K
$10.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-50.3K- 18.05% |
$2.78M - $3.22M
|
229K
$15.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-53.1K- 67.04% |
$2.93M - $3.39M
|
26.1K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-66.5K- 21.69% |
$3.67M - $4.25M
|
240K
$16.4M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-69K- 12.68% |
$3.81M - $4.41M
|
475K
$32.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-71.7K- 5.97% |
$3.96M - $4.58M
|
1.13M
$76.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-72.1K- 2.5% |
$3.98M - $4.61M
|
2.82M
$192M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78.5K- 21.16% |
$4.34M - $5.02M
|
293K
$19.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86.8K- 1.09% |
$4.79M - $5.55M
|
7.91M
$539M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-99.3K- 80.29% |
$5.49M - $6.35M
|
24.4K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-105K- 30.28% |
$5.81M - $6.73M
|
242K
$16.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-126K- 16.27% |
$6.95M - $8.05M
|
648K
$44.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155K- 11.82% |
$8.55M - $9.9M
|
1.16M
$78.6M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-190KClosed |
$10.5M - $12.2M
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-221K- 2.16% |
$12.2M - $14.1M
|
10M
$682M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-292K- 98.88% |
$16.1M - $18.6M
|
3.29K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-364K- 86.96% |
$20.1M - $23.2M
|
54.5K
$3.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-420K- 98.38% |
$23.2M - $26.8M
|
6.91K
$471K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.59M- 21.24% |
$198M - $229M
|
13.3M
$905M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.7MClosed |
$425M - $493M
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-10.4M- 98.44% |
$575M - $666M
|
165K
$11.3M
|