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 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
BUY
|
- |
1.02K+ 1.33% |
$56K - $64.9K
|
77.4K
$5.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
1K+ 0.66% |
$55.3K - $64.1K
|
153K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
979+ 1.46% |
$54.1K - $62.6K
|
68.1K
$4.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
975+ 5.46% |
$53.8K - $62.3K
|
18.8K
$1.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
948New |
$52.3K - $60.6K
|
948
$64.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
947+ 15.15% |
$52.3K - $60.6K
|
7.2K
$490K
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
BUY
|
- |
905+ 22.2% |
$50K - $57.9K
|
4.98K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
888+ 8.91% |
$49K - $56.8K
|
10.9K
$739K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
887+ 3.39% |
$49K - $56.7K
|
27.1K
$1.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
886New |
$48.9K - $56.7K
|
886
$60.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
886+ 3.81% |
$48.9K - $56.7K
|
24.1K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
882+ 6.71% |
$48.7K - $56.4K
|
14K
$956K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
872+ 2.98% |
$48.2K - $55.8K
|
30.1K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
858+ 2.08% |
$47.4K - $54.9K
|
42.1K
$2.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
850+ 4.7% |
$46.9K - $54.3K
|
18.9K
$1.29M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
846New |
$46.7K - $54.1K
|
846
$57.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
831+ 3.23% |
$45.9K - $53.1K
|
26.6K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
800+ 1.28% |
$44.2K - $51.2K
|
63.4K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
771New |
$42.6K - $49.3K
|
771
$52.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
760New |
$42K - $48.6K
|
760
$51.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
750New |
$41.4K - $48K
|
750
$51.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
749+ 16.83% |
$41.4K - $47.9K
|
5.2K
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
737+ 15.99% |
$40.7K - $47.1K
|
5.35K
$364K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
734+ 17.72% |
$40.5K - $46.9K
|
4.88K
$332K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
725+ 13.16% |
$40K - $46.4K
|
6.23K
$424K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
723+ 2.85% |
$39.9K - $46.2K
|
26.1K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
682+ 127.48% |
$37.7K - $43.6K
|
1.22K
$82.9K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
670+ 0.07% |
$37K - $42.8K
|
937K
$63.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
665+ 1.31% |
$36.7K - $42.5K
|
51.5K
$3.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
656+ 1.96% |
$36.2K - $41.9K
|
34.1K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
655+ 7.15% |
$36.2K - $41.9K
|
9.82K
$669K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
655+ 4.82% |
$36.2K - $41.9K
|
14.2K
$970K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
643+ 114.62% |
$35.5K - $41.1K
|
1.2K
$82K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
637+ 7.17% |
$35.2K - $40.7K
|
9.52K
$648K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
614+ 9.82% |
$33.9K - $39.3K
|
6.86K
$467K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
609+ 7.9% |
$33.6K - $38.9K
|
8.32K
$566K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
603+ 4.25% |
$33.3K - $38.6K
|
14.8K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
602+ 209.76% |
$33.2K - $38.5K
|
889
$60.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 8.11% |
$33.1K - $38.4K
|
7.99K
$544K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
597+ 8.76% |
$33K - $38.2K
|
7.41K
$504K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
592+ 1.15% |
$32.7K - $37.9K
|
52.1K
$3.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
583+ 2.11% |
$32.2K - $37.3K
|
28.2K
$1.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
580+ 16.26% |
$32K - $37.1K
|
4.15K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
567+ 4.93% |
$31.3K - $36.3K
|
12.1K
$822K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
558+ 9.31% |
$30.8K - $35.7K
|
6.55K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
544+ 0.67% |
$30K - $34.8K
|
81.5K
$5.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
524+ 1.29% |
$28.9K - $33.5K
|
41.1K
$2.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
512+ 166.23% |
$28.3K - $32.7K
|
820
$55.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
503New |
$27.8K - $32.2K
|
503
$34.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
502+ 2.7% |
$27.7K - $32.1K
|
19.1K
$1.3M
|