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 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
17.4K+ 1.15% |
$959K - $1.11M
|
1.52M
$104M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
17.2K+ 15.16% |
$948K - $1.1M
|
130K
$8.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.1K+ 8.13% |
$947K - $1.1M
|
228K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.1K+ 87.21% |
$947K - $1.1M
|
36.8K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17.1K+ 0.97% |
$946K - $1.09M
|
1.78M
$121M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
17K+ 6.24% |
$938K - $1.09M
|
289K
$19.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
16.9K+ 8.57% |
$934K - $1.08M
|
214K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
16.5KNew |
$909K - $1.05M
|
16.5K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16.4K+ 77.24% |
$907K - $1.05M
|
37.7K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16.3K+ 14.6% |
$899K - $1.04M
|
128K
$8.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.9K+ 27.58% |
$878K - $1.02M
|
73.6K
$5.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.9K+ 34.44% |
$877K - $1.02M
|
62K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 25.88% |
$855K - $991K
|
75.3K
$5.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.5K+ 14.49% |
$855K - $989K
|
122K
$8.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15.5K+ 5.37% |
$854K - $989K
|
304K
$20.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15.4K+ 16.89% |
$852K - $987K
|
107K
$7.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15.3K+ 25.61% |
$844K - $977K
|
75K
$5.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
14.8K+ 13.47% |
$816K - $944K
|
124K
$8.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.7K+ 145.86% |
$811K - $939K
|
24.8K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.7K+ 16.91% |
$810K - $937K
|
101K
$6.9M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.7K+ 16.91% |
$810K - $937K
|
101K
$6.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
14.6KNew |
$808K - $936K
|
14.6K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.5K+ 2.91% |
$801K - $927K
|
512K
$34.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
14.3K+ 22.22% |
$789K - $913K
|
78.6K
$5.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
13.9K+ 151.33% |
$768K - $889K
|
23.1K
$1.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
13.8K+ 2.14% |
$763K - $883K
|
659K
$44.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
13.5KNew |
$745K - $863K
|
13.5K
$919K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.5K+ 11.31% |
$743K - $860K
|
132K
$9.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
13.4K+ 3.75% |
$738K - $854K
|
370K
$25.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12.9K+ 1.69% |
$712K - $824K
|
776K
$52.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
12.9K+ 5.63% |
$710K - $823K
|
242K
$16.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.8K+ 39.14% |
$709K - $822K
|
45.7K
$3.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 3.58% |
$692K - $802K
|
363K
$24.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
12.3K+ 98.53% |
$679K - $787K
|
24.8K
$1.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 6.37% |
$677K - $784K
|
205K
$13.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
12.2K+ 50.05% |
$674K - $781K
|
36.6K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$654K - $758K
|
11.8K
$807K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
11.8K+ 8.32% |
$654K - $757K
|
154K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
11.8K+ 8.01% |
$650K - $752K
|
159K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
11.7K+ 4.32% |
$647K - $749K
|
283K
$19.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11.7K+ 46.62% |
$645K - $747K
|
36.7K
$2.5M
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
11.6KNew |
$642K - $744K
|
11.6K
$792K
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
11.1K+ 162.26% |
$615K - $712K
|
18K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.1K+ 81.51% |
$612K - $708K
|
24.7K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$595K - $689K
|
10.8K
$733K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10.7K+ 0.89% |
$591K - $684K
|
1.21M
$82.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
10.5K+ 7.07% |
$583K - $675K
|
160K
$10.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5K+ 11.89% |
$582K - $674K
|
99.3K
$6.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 4.94% |
$576K - $667K
|
221K
$15.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
10.4K+ 25.25% |
$572K - $662K
|
51.4K
$3.5M
|