Purchases and Sales Made in Q3 2025 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
219KNew |
$14.1M - $14.9M
|
219K
$14.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
196K+ 14.98% |
$12.5M - $13.3M
|
1.5M
$102M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
163K+ 2.05% |
$10.5M - $11.1M
|
8.12M
$553M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
155K+ 51.21% |
$9.97M - $10.6M
|
459K
$31.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
141K+ 384.11% |
$9.02M - $9.57M
|
177K
$12.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
119K+ 1822.51% |
$7.6M - $8.07M
|
125K
$8.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
55.8K+ 115.97% |
$3.58M - $3.8M
|
104K
$7.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49.4K+ 193.19% |
$3.17M - $3.36M
|
75K
$5.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
40.5K+ 8.87% |
$2.59M - $2.75M
|
497K
$33.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
40.3KNew |
$2.59M - $2.74M
|
40.3K
$2.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
35.4K+ 7.98% |
$2.27M - $2.41M
|
479K
$32.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
32.3KNew |
$2.07M - $2.2M
|
32.3K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
26K+ 360.74% |
$1.67M - $1.77M
|
33.2K
$2.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.9K+ 56.71% |
$1.66M - $1.76M
|
71.6K
$4.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.2K+ 8.9% |
$1.23M - $1.3M
|
234K
$16M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.1K+ 76.86% |
$1.23M - $1.3M
|
44K
$3M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18.8K+ 4.01% |
$1.21M - $1.28M
|
488K
$33.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
18.1K+ 14.52% |
$1.16M - $1.23M
|
143K
$9.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
18K+ 7.44% |
$1.15M - $1.22M
|
259K
$17.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
18K+ 22.81% |
$1.15M - $1.22M
|
96.7K
$6.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.2K+ 6.25% |
$1.1M - $1.17M
|
292K
$19.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
16.9K+ 58.32% |
$1.08M - $1.15M
|
45.8K
$3.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.8K+ 14.83% |
$1.08M - $1.14M
|
130K
$8.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
15.3K+ 2.93% |
$981K - $1.04M
|
537K
$36.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15KNew |
$962K - $1.02M
|
15K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14.2K+ 2.39% |
$912K - $968K
|
608K
$41.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
14K+ 4.1% |
$898K - $953K
|
355K
$24.2M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.3K+ 11.8% |
$850K - $902K
|
126K
$8.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.2K+ 13.33% |
$849K - $901K
|
112K
$7.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
13.2K+ 5.13% |
$845K - $897K
|
270K
$18.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
13K+ 10.79% |
$833K - $884K
|
133K
$9.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
12.4K+ 8.72% |
$797K - $846K
|
155K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12.4K+ 4.25% |
$793K - $842K
|
304K
$20.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
12K+ 2.41% |
$771K - $818K
|
510K
$34.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11K+ 22.6% |
$707K - $751K
|
59.8K
$4.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.7K+ 7.17% |
$689K - $731K
|
161K
$10.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5KNew |
$673K - $714K
|
10.5K
$714K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 28.31% |
$672K - $713K
|
47.5K
$3.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.27K+ 1.78% |
$595K - $631K
|
529K
$36M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
9.23K+ 3.04% |
$592K - $628K
|
313K
$21.3M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
8.29K+ 17.34% |
$531K - $564K
|
56.1K
$3.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
7.83K+ 20.48% |
$502K - $533K
|
46K
$3.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.79K+ 2.69% |
$500K - $530K
|
297K
$20.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.29K+ 74.22% |
$467K - $496K
|
17.1K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
7.23KNew |
$463K - $492K
|
7.23K
$492K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
7.09K+ 1.95% |
$455K - $483K
|
370K
$25.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
7K+ 1.64% |
$449K - $476K
|
435K
$29.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
6.9KNew |
$442K - $470K
|
6.9K
$470K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.86K+ 2.92% |
$440K - $467K
|
242K
$16.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
6.83K+ 3.16% |
$438K - $465K
|
223K
$15.2M
|