Purchases and Sales Made in Q2 2025 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10.4M+ 6347.4% |
$575M - $666M
|
10.6M
$690M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.96MNew |
$440M - $509M
|
7.96M
$519M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.03M+ 42.37% |
$222M - $258M
|
13.5M
$883M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.74MNew |
$151M - $175M
|
2.74M
$179M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.91M+ 12.17% |
$105M - $122M
|
17.6M
$1.15B
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.56M+ 26.66% |
$86M - $99.5M
|
7.39M
$482M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.08M+ 15.83% |
$59.7M - $69.1M
|
7.9M
$516M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1M+ 30.6% |
$55.5M - $64.2M
|
4.29M
$280M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
934K+ 25.94% |
$51.6M - $59.7M
|
4.53M
$296M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
591K+ 86423.68% |
$32.6M - $37.8M
|
592K
$38.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
516K+ 101.82% |
$28.5M - $33M
|
1.02M
$66.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
447K+ 83.07% |
$24.7M - $28.6M
|
986K
$64.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
413K+ 2.29% |
$22.8M - $26.4M
|
18.5M
$1.2B
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
287K+ 126.35% |
$15.9M - $18.4M
|
515K
$33.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
264K+ 4.29% |
$14.6M - $16.9M
|
6.42M
$419M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 1.28% |
$13.1M - $15.2M
|
18.8M
$1.23B
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
237K+ 11.4% |
$13.1M - $15.1M
|
2.32M
$151M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
224K+ 11.02% |
$12.4M - $14.3M
|
2.26M
$147M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
219K+ 169.1% |
$12.1M - $14M
|
348K
$22.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
204K+ 191.22% |
$11.3M - $13.1M
|
311K
$20.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
184K+ 16.38% |
$10.2M - $11.8M
|
1.31M
$85.3M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
175K+ 33.33% |
$9.65M - $11.2M
|
699K
$45.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
154K+ 61.61% |
$8.48M - $9.82M
|
403K
$26.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
142K+ 6.14% |
$7.86M - $9.1M
|
2.46M
$160M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
142K+ 2.31% |
$7.85M - $9.09M
|
6.3M
$411M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
116KNew |
$6.42M - $7.44M
|
116K
$7.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
105KNew |
$5.81M - $6.72M
|
105K
$6.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
104K+ 2.22% |
$5.72M - $6.62M
|
4.77M
$311M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
95.3K+ 31.09% |
$5.27M - $6.1M
|
402K
$26.2M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
95K+ 51.77% |
$5.24M - $6.07M
|
278K
$18.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
94.3K+ 58.55% |
$5.21M - $6.03M
|
255K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89.7K+ 1.98% |
$4.95M - $5.73M
|
4.61M
$301M
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
78.5K+ 7.79% |
$4.33M - $5.02M
|
1.09M
$70.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
73.4K+ 6.43% |
$4.05M - $4.69M
|
1.21M
$79.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
72.5K+ 50.81% |
$4M - $4.64M
|
215K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
71.2KNew |
$3.93M - $4.55M
|
71.2K
$4.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
70.3KNew |
$3.88M - $4.5M
|
70.3K
$4.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
64.7K+ 7.81% |
$3.57M - $4.14M
|
893K
$58.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
64K+ 164.11% |
$3.54M - $4.09M
|
103K
$6.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
61.7K+ 15.65% |
$3.41M - $3.95M
|
456K
$29.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
60.7KNew |
$3.35M - $3.88M
|
60.7K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
60.4K+ 10.81% |
$3.34M - $3.86M
|
620K
$40.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
58K+ 1593.0% |
$3.21M - $3.71M
|
61.7K
$4.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
55.9K+ 30.12% |
$3.09M - $3.58M
|
242K
$15.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
54.9K+ 28.91% |
$3.03M - $3.51M
|
245K
$16M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
54.4K+ 1089.15% |
$3.01M - $3.48M
|
59.4K
$3.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
49.3K+ 3.48% |
$2.72M - $3.15M
|
1.47M
$95.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
48.4K+ 16.49% |
$2.67M - $3.09M
|
342K
$22.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
46.9K+ 20.64% |
$2.59M - $3M
|
274K
$17.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
45.5K+ 109.02% |
$2.51M - $2.91M
|
87.3K
$5.69M
|