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 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
135+ 1.35% |
$7.45K - $8.63K
|
10.1K
$660K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
131+ 0.17% |
$7.23K - $8.38K
|
76.8K
$5.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
121New |
$6.68K - $7.74K
|
121
$7.9K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
115+ 2.29% |
$6.35K - $7.35K
|
5.14K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
114+ 0.34% |
$6.3K - $7.29K
|
33.4K
$2.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
110+ 0.5% |
$6.07K - $7.03K
|
21.9K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
104+ 3.67% |
$5.74K - $6.65K
|
2.94K
$192K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
100+ 0.74% |
$5.52K - $6.39K
|
13.7K
$893K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
100+ 0.03% |
$5.52K - $6.39K
|
315K
$20.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100+ 1.6% |
$5.52K - $6.39K
|
6.33K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
98+ 1.59% |
$5.41K - $6.27K
|
6.27K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
97+ 2.48% |
$5.36K - $6.2K
|
4.01K
$262K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 4.62% |
$5.3K - $6.14K
|
2.18K
$142K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
95+ 0.37% |
$5.25K - $6.07K
|
25.6K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
93New |
$5.14K - $5.95K
|
93
$6.07K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
92+ 0.92% |
$5.08K - $5.88K
|
10.1K
$657K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
83New |
$4.58K - $5.31K
|
83
$5.42K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
80+ 0.35% |
$4.42K - $5.12K
|
23.2K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
74+ 1.84% |
$4.09K - $4.73K
|
4.09K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
69+ 0.06% |
$3.81K - $4.41K
|
115K
$7.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
67+ 0.16% |
$3.7K - $4.28K
|
42.6K
$2.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
64+ 0.27% |
$3.53K - $4.09K
|
23.5K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
63New |
$3.48K - $4.03K
|
63
$4.11K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
59+ 3.66% |
$3.26K - $3.77K
|
1.67K
$109K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
57+ 0.18% |
$3.15K - $3.64K
|
31.9K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.05% |
$3.15K - $3.64K
|
112K
$7.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
57+ 0.8% |
$3.15K - $3.64K
|
7.16K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
57+ 0.12% |
$3.15K - $3.64K
|
47.1K
$3.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
55+ 0.17% |
$3.04K - $3.52K
|
33.1K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
53+ 0.04% |
$2.93K - $3.39K
|
138K
$8.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
50+ 0.5% |
$2.76K - $3.2K
|
10.1K
$662K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
49+ 0.17% |
$2.71K - $3.13K
|
28.7K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
48New |
$2.65K - $3.07K
|
48
$3.13K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
46+ 1.14% |
$2.54K - $2.94K
|
4.1K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
46+ 0.41% |
$2.54K - $2.94K
|
11.2K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
45+ 0.17% |
$2.48K - $2.88K
|
27.1K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
44+ 0.31% |
$2.43K - $2.81K
|
14.2K
$925K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
43+ 0.19% |
$2.37K - $2.75K
|
22.3K
$1.46M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
43+ 0.65% |
$2.37K - $2.75K
|
6.69K
$437K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
41New |
$2.26K - $2.62K
|
41
$2.68K
|
|
|
Aug 14, 2025
Q2 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
40+ 0.3% |
$2.21K - $2.56K
|
13.4K
$873K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
37+ 0.47% |
$2.04K - $2.37K
|
7.83K
$511K
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
35+ 0.09% |
$1.93K - $2.24K
|
38.5K
$2.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
34+ 0.98% |
$1.88K - $2.17K
|
3.51K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
32+ 0.45% |
$1.77K - $2.05K
|
7.19K
$469K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 0.13% |
$1.71K - $1.98K
|
23.6K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
30+ 0.11% |
$1.66K - $1.92K
|
26.9K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
29+ 0.21% |
$1.6K - $1.85K
|
13.6K
$890K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
28+ 0.21% |
$1.55K - $1.79K
|
13.6K
$884K
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
28+ 0.53% |
$1.55K - $1.79K
|
5.33K
$347K
|