Purchases and Sales Made in Q1 2025 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-815- 2.4% |
$49.3K - $52.5K
|
33.1K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-859- 0.74% |
$51.9K - $55.3K
|
115K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-868- 22.43% |
$52.5K - $55.9K
|
3K
$196K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-873- 0.95% |
$52.8K - $56.2K
|
91.4K
$5.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-883- 6.15% |
$53.4K - $56.9K
|
13.5K
$880K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-890- 15.77% |
$53.8K - $57.3K
|
4.75K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-894- 3.2% |
$54.1K - $57.6K
|
27.1K
$1.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-900- 1.73% |
$54.4K - $58K
|
51.1K
$3.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-916- 2.79% |
$55.4K - $59K
|
31.9K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-930- 5.98% |
$56.2K - $59.9K
|
14.6K
$954K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-989- 18.5% |
$59.8K - $63.7K
|
4.36K
$284K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-994- 2.79% |
$60.1K - $64K
|
34.6K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-994- 10.98% |
$60.1K - $64K
|
8.06K
$526K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-999- 3.92% |
$60.4K - $64.4K
|
24.5K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.01K- 5.03% |
$60.8K - $64.7K
|
19K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.03K- 2.23% |
$62.3K - $66.4K
|
45.1K
$2.94M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 52.32% |
$64.8K - $69K
|
976
$63.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.07K- 0.52% |
$64.9K - $69.1K
|
204K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.08K- 8.19% |
$65.1K - $69.3K
|
12.1K
$787K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.09K- 19.66% |
$66.1K - $70.5K
|
4.47K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.1K- 8.79% |
$66.7K - $71.1K
|
11.4K
$746K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-1.14K- 14.55% |
$69.2K - $73.7K
|
6.72K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.16K- 1.3% |
$70K - $74.6K
|
88.1K
$5.75M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.18K- 57.97% |
$71K - $75.7K
|
852
$55.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.18K- 13.7% |
$71.5K - $76.2K
|
7.45K
$486K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.18K- 13.31% |
$71.5K - $76.2K
|
7.71K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.19K- 7.64% |
$71.9K - $76.7K
|
14.4K
$939K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 9.75% |
$72.6K - $77.4K
|
11.1K
$725K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.21K- 15.53% |
$73K - $77.8K
|
6.57K
$429K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.27K- 31.25% |
$77K - $82K
|
2.8K
$183K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.32K- 0.43% |
$79.7K - $84.9K
|
307K
$20M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 4.82% |
$80.2K - $85.4K
|
26.2K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.33K- 8.46% |
$80.4K - $85.6K
|
14.4K
$939K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-1.37K- 2.74% |
$82.9K - $88.3K
|
48.6K
$3.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 11.27% |
$83.1K - $88.6K
|
10.8K
$707K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.39K- 2.39% |
$83.8K - $89.3K
|
56.6K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.4K- 18.96% |
$84.6K - $90.2K
|
5.99K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.41K- 0.93% |
$85.2K - $90.8K
|
150K
$9.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.41K- 18.42% |
$85.4K - $91K
|
6.25K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.43K- 0.41% |
$86.3K - $91.9K
|
347K
$22.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.43K- 7.77% |
$86.5K - $92.2K
|
17K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.44K- 6.15% |
$86.8K - $92.4K
|
21.9K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-1.45K- 3.41% |
$87.9K - $93.7K
|
41.2K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.47K- 21.89% |
$88.9K - $94.7K
|
5.25K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.49K- 2.84% |
$90.1K - $96.1K
|
50.9K
$3.32M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.52K- 24.2% |
$92.1K - $98.2K
|
4.77K
$311K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-1.53K- 10.1% |
$92.3K - $98.3K
|
13.6K
$887K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.56K- 0.55% |
$94.4K - $101K
|
281K
$18.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.56K- 20.14% |
$94.4K - $101K
|
6.19K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.59K- 6.35% |
$96.2K - $102K
|
23.5K
$1.53M
|