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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
27+ 0.09% |
$1.49K - $1.73K
|
28.9K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
24+ 0.6% |
$1.33K - $1.53K
|
4.02K
$262K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
23+ 0.23% |
$1.27K - $1.47K
|
10K
$655K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
23+ 4.32% |
$1.27K - $1.47K
|
556
$36.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
23+ 0.52% |
$1.27K - $1.47K
|
4.45K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
23+ 0.35% |
$1.27K - $1.47K
|
6.52K
$425K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
22+ 0.37% |
$1.21K - $1.41K
|
6.02K
$393K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
21+ 0.03% |
$1.16K - $1.34K
|
70.8K
$4.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
21+ 0.15% |
$1.16K - $1.34K
|
13.7K
$894K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
20+ 0.28% |
$1.1K - $1.28K
|
7.16K
$467K
|
|
|
Aug 07, 2025
Q2 2025
|
Gouws Capital LLC
|
BUY
|
- |
20+ 0.07% |
$1.1K - $1.28K
|
27.9K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
19+ 0.53% |
$1.05K - $1.21K
|
3.57K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
18+ 0.02% |
$994 - $1.15K
|
111K
$7.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
17+ 0.4% |
$939 - $1.09K
|
4.31K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.23% |
$939 - $1.09K
|
7.3K
$477K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15New |
$828 - $959
|
15
$979
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
14+ 0.52% |
$773 - $895
|
2.71K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.51% |
$718 - $831
|
2.55K
$166K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.35% |
$718 - $831
|
3.76K
$245K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11+ 0.17% |
$607 - $703
|
6.44K
$420K
|
|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
10+ 0.23% |
$552 - $639
|
4.35K
$284K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
10+ 0.06% |
$552 - $639
|
16.7K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
9+ 0.2% |
$497 - $575
|
4.6K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.13% |
$442 - $512
|
6.25K
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.55% |
$442 - $512
|
1.47K
$95.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$442 - $512
|
10.1K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
7+ 5.07% |
$387 - $448
|
145
$9.46K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
7+ 0.3% |
$387 - $448
|
2.33K
$152K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 0.17% |
$387 - $448
|
4.03K
$263K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 0.47% |
$331 - $384
|
1.27K
$83.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
5+ 0.05% |
$276 - $320
|
9.63K
$628K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.52% |
$221 - $256
|
780
$50.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.04% |
$221 - $256
|
9.5K
$620K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.41% |
$221 - $256
|
976
$63.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4+ 0.03% |
$221 - $256
|
12.1K
$790K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
4+ 0.03% |
$221 - $256
|
11.5K
$753K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$166 - $192
|
3.45K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3+ 0.09% |
$166 - $192
|
3.27K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
2+ 0.04% |
$110 - $128
|
5.26K
$343K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$110 - $128
|
8.23K
$537K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.02% |
$110 - $128
|
11.8K
$771K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2+ 0.04% |
$110 - $128
|
4.67K
$305K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$110 - $128
|
447
$29.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.05% |
$110 - $128
|
3.89K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.14% |
$110 - $128
|
1.48K
$96.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.49% |
$110 - $128
|
411
$26.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$55.2 - $63.9
|
1.73K
$113K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.01% |
$55.2 - $63.9
|
7.14K
$466K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$55.2 - $63.9
|
52K
$3.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.1% |
$55.2 - $63.9
|
977
$63.7K
|