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 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
423+ 8.45% |
$23.4K - $27K
|
5.43K
$354K
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
418+ 12.81% |
$23.1K - $26.7K
|
3.68K
$240K
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
413+ 9.25% |
$22.8K - $26.4K
|
4.88K
$318K
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
399+ 0.78% |
$22K - $25.5K
|
51.6K
$3.37M
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
392New |
$21.6K - $25.1K
|
392
$25.6K
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
386+ 10.0% |
$21.3K - $24.7K
|
4.25K
$277K
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
386+ 2.51% |
$21.3K - $24.7K
|
15.8K
$1.03M
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
385+ 0.52% |
$21.3K - $24.6K
|
74.6K
$4.87M
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
375+ 1.45% |
$20.7K - $24K
|
26.3K
$1.72M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
360New |
$19.9K - $23K
|
360
$23.5K
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
349+ 8.39% |
$19.3K - $22.3K
|
4.51K
$294K
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
348+ 3.18% |
$19.2K - $22.3K
|
11.3K
$736K
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
344+ 0.78% |
$19K - $22K
|
44.5K
$2.91M
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
340+ 1.97% |
$18.8K - $21.7K
|
17.6K
$1.15M
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
322+ 2.92% |
$17.8K - $20.6K
|
11.4K
$741K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
311+ 0.58% |
$17.2K - $19.9K
|
53.7K
$3.5M
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
309New |
$17.1K - $19.8K
|
309
$20.2K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
308+ 8.94% |
$17K - $19.7K
|
3.75K
$245K
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
306+ 1.41% |
$16.9K - $19.6K
|
22.1K
$1.44M
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
305+ 2.57% |
$16.8K - $19.5K
|
12.2K
$795K
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
292+ 2.69% |
$16.1K - $18.7K
|
11.1K
$727K
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
290+ 0.65% |
$16K - $18.5K
|
44.9K
$2.93M
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
285New |
$15.7K - $18.2K
|
285
$18.6K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
285+ 5.41% |
$15.7K - $18.2K
|
5.55K
$362K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
282+ 0.8% |
$15.6K - $18K
|
35.7K
$2.33M
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
282New |
$15.6K - $18K
|
282
$18.4K
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
269+ 0.51% |
$14.9K - $17.2K
|
52.8K
$3.44M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
258New |
$14.2K - $16.5K
|
258
$16.8K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
249New |
$13.7K - $15.9K
|
249
$16.2K
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
246+ 1.49% |
$13.6K - $15.7K
|
16.7K
$1.09M
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
238+ 4.4% |
$13.1K - $15.2K
|
5.65K
$369K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
231+ 1.76% |
$12.8K - $14.8K
|
13.4K
$872K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
229+ 1.59% |
$12.6K - $14.6K
|
14.7K
$956K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
222+ 13.52% |
$12.3K - $14.2K
|
1.86K
$122K
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
216+ 0.87% |
$11.9K - $13.8K
|
25.2K
$1.64M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
212New |
$11.7K - $13.6K
|
212
$13.8K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
207New |
$11.4K - $13.2K
|
207
$13.5K
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
205+ 2.7% |
$11.3K - $13.1K
|
7.8K
$509K
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
200+ 1.66% |
$11K - $12.8K
|
12.3K
$800K
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200+ 196.08% |
$11K - $12.8K
|
302
$19.7K
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
185+ 2.96% |
$10.2K - $11.8K
|
6.45K
$421K
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
181+ 1.41% |
$9.99K - $11.6K
|
13K
$848K
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
180+ 0.61% |
$9.94K - $11.5K
|
29.9K
$1.95M
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
180New |
$9.94K - $11.5K
|
180
$11.7K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
160New |
$8.84K - $10.2K
|
160
$10.4K
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
154+ 1.58% |
$8.5K - $9.85K
|
9.89K
$645K
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
148+ 14.52% |
$8.17K - $9.46K
|
1.17K
$76.1K
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
147+ 0.17% |
$8.12K - $9.4K
|
84.5K
$5.51M
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
138+ 2.09% |
$7.62K - $8.82K
|
6.74K
$440K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
135+ 56.72% |
$7.45K - $8.63K
|
373
$24.3K
|