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 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-455- 3.02% |
$29.2K - $31K
|
14.6K
$994K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-465- 5.45% |
$29.8K - $31.7K
|
8.07K
$550K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-499- 52.97% |
$32K - $34K
|
443
$30.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-524- 26.64% |
$33.6K - $35.7K
|
1.44K
$98.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-575- 2.29% |
$36.9K - $39.1K
|
24.6K
$1.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-578- 2.88% |
$37.1K - $39.4K
|
19.5K
$1.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-579- 11.68% |
$37.1K - $39.4K
|
4.38K
$298K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-598- 6.95% |
$38.3K - $40.7K
|
8K
$545K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-651- 17.35% |
$41.7K - $44.3K
|
3.1K
$211K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-668- 5.03% |
$42.8K - $45.5K
|
12.6K
$858K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-694- 2.31% |
$44.5K - $47.2K
|
29.4K
$2M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-694- 8.54% |
$44.5K - $47.2K
|
7.43K
$506K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-700- 1.64% |
$44.9K - $47.7K
|
42K
$2.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-739- 1.43% |
$47.4K - $50.3K
|
50.8K
$3.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-772- 1.25% |
$49.5K - $52.6K
|
60.9K
$4.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-794- 19.16% |
$50.9K - $54.1K
|
3.35K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-798- 3.14% |
$51.2K - $54.3K
|
24.6K
$1.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-828- 2.6% |
$53.1K - $56.4K
|
31K
$2.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-873- 12.2% |
$56K - $59.4K
|
6.28K
$428K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-890- 10.32% |
$57.1K - $60.6K
|
7.73K
$527K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-893- 10.19% |
$57.3K - $60.8K
|
7.87K
$536K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-902- 9.88% |
$57.8K - $61.4K
|
8.23K
$560K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-941- 4.97% |
$60.3K - $64.1K
|
18K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-964- 21.3% |
$61.8K - $65.6K
|
3.56K
$242K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-967- 7.24% |
$62K - $65.8K
|
12.4K
$844K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1K- 5.9% |
$64.1K - $68.1K
|
15.9K
$1.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.01K- 23.61% |
$64.8K - $68.8K
|
3.27K
$222K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.02K- 9.19% |
$65.1K - $69.1K
|
10K
$683K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-1.04K- 9.31% |
$66.4K - $70.5K
|
10.1K
$687K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 4.69% |
$70.1K - $74.5K
|
22.2K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.1K- 6.31% |
$70.7K - $75K
|
16.4K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 1.07% |
$76.9K - $81.6K
|
111K
$7.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 8.27% |
$76.9K - $81.7K
|
13.3K
$906K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.25K- 6.23% |
$79.9K - $84.8K
|
18.8K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.25K- 4.33% |
$80.1K - $85K
|
27.6K
$1.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.26K- 0.53% |
$80.7K - $85.6K
|
236K
$16.1M
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.27K- 3.26% |
$81.2K - $86.2K
|
37.5K
$2.55M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
SELL
|
- |
-1.3K- 11.81% |
$83.2K - $88.3K
|
9.68K
$659K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 4.8% |
$83.4K - $88.5K
|
25.8K
$1.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.35K- 1.13% |
$86.7K - $92K
|
118K
$8.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-1.36K- 27.85% |
$87.1K - $92.5K
|
3.52K
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.45K- 6.56% |
$92.8K - $98.6K
|
20.6K
$1.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.48K- 14.59% |
$94.7K - $101K
|
8.65K
$589K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.56K- 9.27% |
$100K - $106K
|
15.3K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.6K- 16.67% |
$103K - $109K
|
8K
$545K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.76K- 17.47% |
$113K - $120K
|
8.31K
$566K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 30.27% |
$126K - $134K
|
4.54K
$309K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-2.13K- 0.88% |
$136K - $145K
|
240K
$16.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.29K- 11.25% |
$147K - $156K
|
18.1K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.38K- 2.9% |
$152K - $162K
|
79.6K
$5.42M
|