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 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.15KNew |
$174K - $202K
|
3.15K
$215K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
3.15KNew |
$174K - $202K
|
3.15K
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.14KNew |
$173K - $201K
|
3.14K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.13KNew |
$173K - $200K
|
3.13K
$213K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.12K+ 20.43% |
$172K - $199K
|
18.4K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3.12K+ 6.35% |
$172K - $199K
|
52.2K
$3.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.1K+ 26.07% |
$171K - $198K
|
15K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3.1K+ 1.1% |
$171K - $198K
|
285K
$19.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.07K+ 3.13% |
$169K - $196K
|
101K
$6.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3K+ 39.43% |
$166K - $192K
|
10.6K
$723K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3K+ 2.95% |
$165K - $192K
|
105K
$7.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.93K+ 5.31% |
$162K - $188K
|
58.1K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.92K+ 24.79% |
$161K - $187K
|
14.7K
$1M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.88K+ 1.69% |
$159K - $184K
|
173K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.85K+ 8.61% |
$157K - $182K
|
35.9K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.84K+ 1.74% |
$157K - $182K
|
166K
$11.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.84K+ 4.25% |
$157K - $182K
|
69.7K
$4.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.84K+ 69.29% |
$157K - $182K
|
6.94K
$472K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.82K+ 4.63% |
$155K - $180K
|
63.7K
$4.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.81K+ 1.88% |
$155K - $180K
|
152K
$10.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.8K+ 9.66% |
$155K - $179K
|
31.8K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.76K+ 2.36% |
$152K - $176K
|
120K
$8.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.74K+ 1.42% |
$151K - $175K
|
195K
$13.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.74K+ 6.0% |
$151K - $175K
|
48.3K
$3.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.69K+ 7.33% |
$148K - $172K
|
39.3K
$2.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.65K+ 306.35% |
$146K - $170K
|
3.52K
$240K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.62K+ 16.38% |
$145K - $168K
|
18.6K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.6K+ 12.1% |
$144K - $166K
|
24.1K
$1.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.58K+ 1.72% |
$142K - $165K
|
152K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.55K+ 58.6% |
$141K - $163K
|
6.91K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.54K+ 8.22% |
$140K - $163K
|
33.5K
$2.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.53K+ 67.68% |
$140K - $162K
|
6.28K
$427K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.5K+ 1.23% |
$138K - $160K
|
207K
$14.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.45K+ 10.9% |
$135K - $157K
|
24.9K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
2.42K+ 1.13% |
$134K - $155K
|
216K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.39K+ 14.57% |
$132K - $153K
|
18.8K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.38K+ 21.86% |
$132K - $152K
|
13.3K
$905K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.34K+ 4.98% |
$129K - $150K
|
49.4K
$3.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.33K+ 10.21% |
$129K - $149K
|
25.2K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.32K+ 69.96% |
$128K - $148K
|
5.62K
$383K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.29K+ 3.23% |
$126K - $146K
|
73.1K
$4.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.23K+ 37.24% |
$123K - $143K
|
8.21K
$559K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.18K+ 41.99% |
$120K - $139K
|
7.36K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.17K+ 4.73% |
$120K - $139K
|
48.1K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.17K+ 221.08% |
$120K - $139K
|
3.15K
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.14K+ 1.83% |
$118K - $137K
|
120K
$8.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.07K+ 1.71% |
$114K - $132K
|
123K
$8.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 394.75% |
$108K - $125K
|
2.45K
$167K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.95KNew |
$108K - $125K
|
1.95K
$133K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.94K+ 53.66% |
$107K - $124K
|
5.56K
$378K
|