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 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.58K- 8.08% |
$165K - $175K
|
29.3K
$1.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.8K- 21.12% |
$179K - $190K
|
10.4K
$711K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.83K- 6.44% |
$181K - $192K
|
41K
$2.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.88K- 3.92% |
$185K - $196K
|
70.7K
$4.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.96K- 4.2% |
$190K - $201K
|
67.4K
$4.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
SELL
|
- |
-3K- 41.1% |
$192K - $204K
|
4.3K
$293K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.21K- 5.92% |
$206K - $219K
|
51K
$3.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.32K- 22.47% |
$213K - $226K
|
11.5K
$781K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.36K- 32.72% |
$216K - $229K
|
6.91K
$471K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.41K- 27.21% |
$219K - $232K
|
9.13K
$621K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-3.47K- 6.97% |
$223K - $236K
|
46.4K
$3.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.54KClosed |
$227K - $241K
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.45K- 53.45% |
$285K - $303K
|
3.88K
$264K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.5K- 3.11% |
$288K - $306K
|
140K
$9.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.83K- 2.79% |
$310K - $329K
|
168K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-5.07K- 19.44% |
$325K - $345K
|
21K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-5.39K- 2.24% |
$346K - $367K
|
235K
$16M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-6.11K- 41.76% |
$392K - $416K
|
8.52K
$580K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-6.32K- 58.11% |
$405K - $430K
|
4.56K
$310K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-6.62K- 24.62% |
$424K - $450K
|
20.3K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.93K- 27.99% |
$444K - $472K
|
17.8K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.45K- 47.34% |
$542K - $576K
|
9.41K
$640K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-9.04K- 5.78% |
$580K - $615K
|
147K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-11.9K- 37.72% |
$763K - $810K
|
19.6K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-13K- 56.29% |
$834K - $885K
|
10.1K
$687K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-13.4K- 17.27% |
$862K - $916K
|
64.4K
$4.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-14K- 60.9% |
$897K - $952K
|
8.98K
$612K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-17.3K- 8.39% |
$1.11M - $1.18M
|
189K
$12.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-20.5K- 11.16% |
$1.32M - $1.4M
|
163K
$11.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23K- 68.72% |
$1.47M - $1.56M
|
10.5K
$712K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.4K- 13.56% |
$2.01M - $2.14M
|
200K
$13.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-34K- 12.2% |
$2.18M - $2.31M
|
245K
$16.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-54.3K- 15.99% |
$3.48M - $3.7M
|
285K
$19.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-56.5K- 52.77% |
$3.62M - $3.85M
|
50.6K
$3.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-65.3K- 93.72% |
$4.19M - $4.45M
|
4.38K
$298K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-74K- 30.8% |
$4.74M - $5.03M
|
166K
$11.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-120K- 78.99% |
$7.71M - $8.18M
|
32K
$2.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-126K- 44.13% |
$8.05M - $8.55M
|
159K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-173K- 49.83% |
$11.1M - $11.8M
|
175K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-354K- 4.47% |
$22.7M - $24.1M
|
7.56M
$514M
|