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 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.43KNew |
$245K - $283K
|
4.43K
$302K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
4.43K+ 42.65% |
$244K - $283K
|
14.8K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4.41K+ 23.75% |
$244K - $282K
|
23K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.33K+ 20.26% |
$239K - $277K
|
25.7K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
4.26KNew |
$235K - $272K
|
4.26K
$290K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.24K+ 4.43% |
$234K - $271K
|
100K
$6.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.22K+ 2.42% |
$233K - $270K
|
179K
$12.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.21K+ 3.73% |
$232K - $269K
|
117K
$7.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
4.2KNew |
$232K - $269K
|
4.2K
$286K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.19K+ 5.19% |
$232K - $268K
|
85K
$5.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.16KNew |
$230K - $266K
|
4.16K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.13K+ 0.32% |
$228K - $264K
|
1.31M
$89M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.02K+ 35.1% |
$222K - $257K
|
15.5K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.96KNew |
$219K - $253K
|
3.96K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.95KNew |
$218K - $252K
|
3.95K
$269K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
3.93K+ 4.22% |
$217K - $251K
|
97K
$6.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.89K+ 3.67% |
$215K - $249K
|
110K
$7.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.88KNew |
$214K - $248K
|
3.88K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.88K+ 9.56% |
$214K - $248K
|
44.5K
$3.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.87K+ 95.89% |
$214K - $247K
|
7.91K
$538K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.86KNew |
$213K - $246K
|
3.86K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.8K+ 13.08% |
$210K - $243K
|
32.8K
$2.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.8K+ 21.81% |
$210K - $243K
|
21.2K
$1.44M
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.74K+ 10.72% |
$207K - $239K
|
38.6K
$2.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.73K+ 8.28% |
$206K - $239K
|
48.8K
$3.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.62K+ 4.64% |
$200K - $232K
|
81.6K
$5.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.62KNew |
$200K - $231K
|
3.62K
$246K
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
3.6K+ 0.85% |
$199K - $230K
|
428K
$29.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.59K+ 1.54% |
$198K - $229K
|
237K
$16.1M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.56K+ 74.52% |
$196K - $227K
|
8.33K
$567K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.55K+ 38.71% |
$196K - $227K
|
12.7K
$865K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.55KNew |
$196K - $227K
|
3.55K
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.54K+ 2.75% |
$196K - $227K
|
132K
$9.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
3.53KNew |
$195K - $226K
|
3.53K
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.5K+ 1.53% |
$193K - $223K
|
231K
$15.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.49KNew |
$193K - $223K
|
3.49K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.45K+ 3.01% |
$191K - $221K
|
118K
$8.04M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.33K+ 13.79% |
$184K - $213K
|
27.4K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.31K+ 23.21% |
$183K - $212K
|
17.6K
$1.2M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3.26KNew |
$180K - $208K
|
3.26K
$222K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
3.26KNew |
$180K - $208K
|
3.26K
$222K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.24KNew |
$179K - $207K
|
3.24K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.22K+ 6.16% |
$178K - $206K
|
55.5K
$3.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.21KNew |
$177K - $205K
|
3.21K
$218K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.2KNew |
$177K - $205K
|
3.2K
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.17K+ 40.29% |
$175K - $203K
|
11K
$752K
|