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 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.95KNew |
$384K - $444K
|
6.95K
$473K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.91K+ 13.53% |
$382K - $442K
|
58K
$3.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.77K+ 2.38% |
$374K - $433K
|
291K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.74K+ 48.7% |
$372K - $431K
|
20.6K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
6.64K+ 3.52% |
$367K - $425K
|
195K
$13.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
6.62K+ 7.64% |
$366K - $424K
|
93.3K
$6.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.6K+ 9.16% |
$365K - $422K
|
78.7K
$5.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
6.48K+ 125.24% |
$358K - $414K
|
11.7K
$794K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.43K+ 8.32% |
$355K - $411K
|
83.7K
$5.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6.26K+ 11.19% |
$345K - $400K
|
62.1K
$4.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.2KNew |
$342K - $396K
|
6.2K
$422K
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
6.14KNew |
$339K - $393K
|
6.14K
$418K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.89K+ 1.62% |
$325K - $377K
|
371K
$25.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
5.89KNew |
$325K - $377K
|
5.89K
$401K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.85K+ 3.86% |
$323K - $374K
|
157K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.79K+ 5.38% |
$320K - $370K
|
113K
$7.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.77KNew |
$319K - $369K
|
5.77K
$393K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.7K+ 146.97% |
$314K - $364K
|
9.57K
$652K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.69K+ 12.0% |
$314K - $364K
|
53.2K
$3.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.54K+ 1.75% |
$306K - $354K
|
321K
$21.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.53K+ 3.29% |
$305K - $353K
|
173K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.51K+ 3.35% |
$304K - $352K
|
170K
$11.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.39K+ 6.92% |
$297K - $344K
|
83.3K
$5.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.36K+ 15.12% |
$296K - $343K
|
40.8K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.33K+ 0.81% |
$295K - $341K
|
665K
$45.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.33K+ 26.55% |
$294K - $341K
|
25.4K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.33KNew |
$294K - $341K
|
5.33K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.33K+ 3.87% |
$294K - $341K
|
143K
$9.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.3KNew |
$293K - $339K
|
5.3K
$361K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.2K+ 2.43% |
$287K - $332K
|
219K
$14.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5.19K+ 40.41% |
$286K - $332K
|
18K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.15KNew |
$284K - $329K
|
5.15K
$351K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5.09KNew |
$281K - $325K
|
5.09K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 4.52% |
$280K - $324K
|
117K
$7.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.05KNew |
$279K - $323K
|
5.05K
$344K
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
5.03K+ 18.8% |
$278K - $322K
|
31.8K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
4.94K+ 1.39% |
$273K - $316K
|
360K
$24.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.93K+ 30.37% |
$272K - $315K
|
21.2K
$1.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.83K+ 3.46% |
$267K - $309K
|
145K
$9.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.79K+ 2.08% |
$264K - $306K
|
235K
$16M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.77KNew |
$263K - $305K
|
4.77K
$325K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.71K+ 0.77% |
$260K - $301K
|
617K
$42M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
4.7K+ 10.9% |
$259K - $300K
|
47.8K
$3.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
4.59K+ 6.53% |
$253K - $293K
|
74.9K
$5.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.57KNew |
$253K - $292K
|
4.57K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$250K - $290K
|
4.53K
$308K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.52K+ 8.83% |
$250K - $289K
|
55.7K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.51K+ 6.22% |
$249K - $288K
|
76.9K
$5.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.44KNew |
$245K - $284K
|
4.44K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.44K+ 5.33% |
$245K - $284K
|
87.7K
$5.97M
|