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
|
Pinnacle Associates LTD
|
BUY
|
- |
1.94K+ 2.64% |
$107K - $124K
|
75.2K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.91K+ 24.72% |
$105K - $122K
|
9.62K
$655K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
1.9K+ 11.33% |
$105K - $122K
|
18.7K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 3.61% |
$105K - $121K
|
54.5K
$3.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.87K+ 1.99% |
$103K - $120K
|
95.9K
$6.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.87K+ 1.09% |
$103K - $119K
|
174K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.86K+ 16.03% |
$103K - $119K
|
13.5K
$918K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.84K+ 0.15% |
$101K - $118K
|
1.24M
$84.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.77KNew |
$97.6K - $113K
|
1.77K
$120K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.76K+ 11.13% |
$97.1K - $112K
|
17.6K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 7.37% |
$96K - $111K
|
25.3K
$1.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.72K+ 4.87% |
$94.9K - $110K
|
37K
$2.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.72K+ 11.43% |
$94.8K - $110K
|
16.7K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 12.35% |
$94.6K - $110K
|
15.6K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.66KNew |
$91.5K - $106K
|
1.66K
$113K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.65K+ 4.53% |
$91K - $105K
|
38.1K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.65K+ 54933.33% |
$91K - $105K
|
1.65K
$112K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.64K+ 7.78% |
$90.3K - $105K
|
22.6K
$1.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.61K+ 57.77% |
$88.7K - $103K
|
4.39K
$299K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.6KNew |
$88.5K - $102K
|
1.6K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.58K+ 0.84% |
$87.4K - $101K
|
189K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.56K+ 11.54% |
$86.3K - $99.9K
|
15.1K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.55K+ 30.39% |
$85.5K - $99K
|
6.64K
$452K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.53K+ 10.57% |
$84.6K - $98K
|
16K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.49K+ 24.19% |
$82K - $95K
|
7.62K
$519K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.45K+ 12.84% |
$80.2K - $92.9K
|
12.8K
$869K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.4K+ 16.96% |
$77.3K - $89.5K
|
9.65K
$657K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.4K+ 0.85% |
$77.1K - $89.3K
|
165K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.38K+ 5.32% |
$76.4K - $88.5K
|
27.4K
$1.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.38K+ 4.37% |
$76.1K - $88.2K
|
33K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 7.67% |
$75.7K - $87.6K
|
19.2K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.37K+ 27.95% |
$75.4K - $87.3K
|
6.25K
$426K
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
1.36K+ 1.33% |
$75.2K - $87.1K
|
104K
$7.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
1.35KNew |
$74.5K - $86.3K
|
1.35K
$91.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.31K+ 29.7% |
$72.2K - $83.6K
|
5.71K
$389K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.31K+ 6.11% |
$72.2K - $83.6K
|
22.7K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.27K+ 18.58% |
$70.1K - $81.1K
|
8.1K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.26K+ 5.0% |
$69.4K - $80.4K
|
26.4K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.24K+ 6.83% |
$68.7K - $79.5K
|
19.5K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.23K+ 3.46% |
$67.8K - $78.5K
|
36.8K
$2.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.15K+ 1.31% |
$63.7K - $73.8K
|
89.2K
$6.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.11K+ 6.19% |
$61.5K - $71.2K
|
19.1K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.11K+ 1.38% |
$61.2K - $70.9K
|
81.5K
$5.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.08K+ 2.08% |
$59.4K - $68.8K
|
52.9K
$3.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 198.12% |
$58.1K - $67.3K
|
1.58K
$108K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.04K+ 33.48% |
$57.6K - $66.8K
|
4.16K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.04K+ 20.84% |
$57.5K - $66.6K
|
6.04K
$411K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.04K+ 5.41% |
$57.3K - $66.3K
|
20.2K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.03K+ 26.18% |
$56.8K - $65.7K
|
4.95K
$337K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.02K+ 3.48% |
$56.3K - $65.2K
|
30.3K
$2.06M
|