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
|
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
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.76K+ 34.0% |
$433K - $460K
|
26.6K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.69K+ 6.53% |
$429K - $455K
|
109K
$7.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.62K+ 25.08% |
$424K - $450K
|
33K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.61K+ 66.36% |
$424K - $450K
|
16.6K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.6K+ 8.6% |
$423K - $450K
|
83.4K
$5.68M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
6.53K+ 5.75% |
$419K - $445K
|
120K
$8.19M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.43K+ 9.26% |
$412K - $438K
|
75.9K
$5.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
6.27KNew |
$402K - $427K
|
6.27K
$427K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
6.17K+ 1.67% |
$396K - $420K
|
376K
$25.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
5.63KNew |
$361K - $383K
|
5.63K
$383K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.6K+ 381.13% |
$359K - $381K
|
7.06K
$481K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.21K+ 4.47% |
$334K - $355K
|
122K
$8.29M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.14K+ 13.51% |
$330K - $350K
|
43.2K
$2.94M
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.12KNew |
$328K - $348K
|
5.12K
$348K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.98K+ 2.25% |
$319K - $339K
|
226K
$15.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.94K+ 10.0% |
$316K - $336K
|
54.3K
$3.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.75K+ 6.74% |
$305K - $324K
|
75.3K
$5.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.7K+ 51.98% |
$301K - $320K
|
13.7K
$936K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.55K+ 18.36% |
$292K - $310K
|
29.3K
$2M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.33KNew |
$278K - $295K
|
4.33K
$295K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.29K+ 58.27% |
$275K - $292K
|
11.7K
$793K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.92KNew |
$252K - $267K
|
3.92K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.89K+ 1.7% |
$249K - $265K
|
232K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.78K+ 0.75% |
$242K - $257K
|
508K
$34.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
3.77K+ 3.61% |
$242K - $257K
|
108K
$7.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Norway Savings Bank
|
BUY
|
- |
3.72K+ 8.45% |
$238K - $253K
|
47.7K
$3.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.63K+ 4.45% |
$233K - $247K
|
85.3K
$5.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.61K+ 3.37% |
$231K - $246K
|
111K
$7.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.58K+ 5.76% |
$229K - $244K
|
65.7K
$4.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.56KNew |
$228K - $242K
|
3.56K
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
3.52K+ 15.52% |
$225K - $239K
|
26.2K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.51K+ 13.96% |
$225K - $239K
|
28.7K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.51KNew |
$225K - $239K
|
3.51K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$219K - $233K
|
3.42K
$233K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.31KNew |
$212K - $225K
|
3.31K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.05KNew |
$195K - $207K
|
3.05K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.96KNew |
$190K - $202K
|
2.96K
$202K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.95KNew |
$189K - $201K
|
2.95K
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.69K+ 0.35% |
$172K - $183K
|
778K
$53M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.68K+ 2.27% |
$172K - $183K
|
121K
$8.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.64K+ 3.96% |
$170K - $180K
|
69.5K
$4.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.63K+ 3.52% |
$169K - $179K
|
77.5K
$5.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.61K+ 10.6% |
$168K - $178K
|
27.3K
$1.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.43K+ 1.29% |
$156K - $165K
|
191K
$13M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.43K+ 1.59% |
$156K - $165K
|
155K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.34K+ 2.24% |
$150K - $159K
|
107K
$7.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.32K+ 1.9% |
$149K - $158K
|
125K
$8.48M
|