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 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-112- 2.57% |
$6.18K - $7.16K
|
4.25K
$277K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-116- 0.43% |
$6.41K - $7.42K
|
26.6K
$1.73M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-126- 0.4% |
$6.96K - $8.06K
|
31.2K
$2.03M
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-131- 5.23% |
$7.23K - $8.38K
|
2.37K
$155K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-136- 1.08% |
$7.51K - $8.7K
|
12.4K
$810K
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-144- 1.14% |
$7.95K - $9.21K
|
12.5K
$817K
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-147- 1.78% |
$8.12K - $9.4K
|
8.13K
$530K
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-150- 1.73% |
$8.28K - $9.59K
|
8.54K
$557K
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-150- 0.55% |
$8.28K - $9.59K
|
27.1K
$1.77M
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-152- 0.57% |
$8.39K - $9.72K
|
26.6K
$1.74M
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-169- 0.44% |
$9.33K - $10.8K
|
38.2K
$2.49M
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-173- 0.81% |
$9.55K - $11.1K
|
21.2K
$1.38M
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-177- 0.7% |
$9.77K - $11.3K
|
25.1K
$1.64M
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-179- 5.61% |
$9.88K - $11.4K
|
3.01K
$196K
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-180- 2.58% |
$9.94K - $11.5K
|
6.8K
$444K
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-184- 0.18% |
$10.2K - $11.8K
|
102K
$6.64M
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-189- 23.63% |
$10.4K - $12.1K
|
611
$39.9K
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-196- 3.85% |
$10.8K - $12.5K
|
4.9K
$320K
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 2.59% |
$11K - $12.8K
|
7.53K
$491K
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-203- 5.71% |
$11.2K - $13K
|
3.35K
$219K
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-203- 1.13% |
$11.2K - $13K
|
17.8K
$1.16M
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-207- 1.87% |
$11.4K - $13.2K
|
10.9K
$708K
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-209- 3.81% |
$11.5K - $13.4K
|
5.27K
$344K
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-210- 3.13% |
$11.6K - $13.4K
|
6.51K
$425K
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-213- 2.27% |
$11.8K - $13.6K
|
9.17K
$598K
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-215- 3.28% |
$11.9K - $13.7K
|
6.33K
$413K
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-225- 44.55% |
$12.4K - $14.4K
|
280
$18.3K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-231- 3.42% |
$12.8K - $14.8K
|
6.52K
$425K
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-237- 6.28% |
$13.1K - $15.2K
|
3.54K
$231K
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-246- 0.96% |
$13.6K - $15.7K
|
25.4K
$1.66M
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-250- 2.99% |
$13.8K - $16K
|
8.1K
$529K
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-250- 4.16% |
$13.8K - $16K
|
5.76K
$376K
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-251- 1.04% |
$13.9K - $16K
|
23.9K
$1.56M
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-253- 1.88% |
$14K - $16.2K
|
13.2K
$863K
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-254- 6.45% |
$14K - $16.2K
|
3.68K
$240K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-259- 2.19% |
$14.3K - $16.6K
|
11.6K
$755K
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-265- 5.22% |
$14.6K - $16.9K
|
4.81K
$314K
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-275- 6.03% |
$15.2K - $17.6K
|
4.29K
$280K
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-285- 7.27% |
$15.7K - $18.2K
|
3.63K
$237K
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-286- 1.23% |
$15.8K - $18.3K
|
23K
$1.5M
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-298- 3.86% |
$16.5K - $19.1K
|
7.42K
$484K
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-305- 60.52% |
$16.8K - $19.5K
|
199
$13K
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-305- 5.14% |
$16.8K - $19.5K
|
5.63K
$367K
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-309- 1.52% |
$17.1K - $19.8K
|
20.1K
$1.31M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-313- 7.06% |
$17.3K - $20K
|
4.12K
$269K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-321- 1.06% |
$17.7K - $20.5K
|
30.1K
$1.96M
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-327- 35.31% |
$18.1K - $20.9K
|
599
$39.1K
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-329- 0.17% |
$18.2K - $21K
|
190K
$12.4M
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-331- 4.33% |
$18.3K - $21.2K
|
7.31K
$477K
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-335- 4.37% |
$18.5K - $21.4K
|
7.33K
$478K
|