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 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-335- 4.37% |
$18.5K - $21.4K
|
7.33K
$478K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-337- 1.96% |
$18.6K - $21.5K
|
16.8K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-351- 30.34% |
$19.4K - $22.4K
|
806
$52.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-353- 0.81% |
$19.5K - $22.6K
|
43.4K
$2.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-365- 0.89% |
$20.2K - $23.3K
|
40.8K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-370- 1.57% |
$20.4K - $23.7K
|
23.2K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-373- 2.8% |
$20.6K - $23.8K
|
13K
$846K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-374- 3.5% |
$20.7K - $23.9K
|
10.3K
$674K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-378- 3.21% |
$20.9K - $24.2K
|
11.4K
$743K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-396- 13.43% |
$21.9K - $25.3K
|
2.55K
$167K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-414- 2.71% |
$22.9K - $26.5K
|
14.9K
$969K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-440- 1.27% |
$24.3K - $28.1K
|
34.1K
$2.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-441- 9.62% |
$24.4K - $28.2K
|
4.15K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-444- 9.43% |
$24.5K - $28.4K
|
4.27K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-448- 2.91% |
$24.7K - $28.6K
|
14.9K
$974K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-452- 0.55% |
$25K - $28.9K
|
82K
$5.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-455- 2.27% |
$25.1K - $29.1K
|
19.6K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-458- 2.56% |
$25.3K - $29.3K
|
17.5K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-469- 5.34% |
$25.9K - $30K
|
8.32K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-472- 2.69% |
$26.1K - $30.2K
|
17.1K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-474- 2.42% |
$26.2K - $30.3K
|
19.1K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-475- 11.21% |
$26.2K - $30.4K
|
3.76K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-487- 4.59% |
$26.9K - $31.1K
|
10.1K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-498- 3.66% |
$27.5K - $31.8K
|
13.1K
$855K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-500- 6.28% |
$27.6K - $32K
|
7.47K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-500- 11.3% |
$27.6K - $32K
|
3.93K
$256K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-519- 1.92% |
$28.7K - $33.2K
|
26.6K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-556- 10.22% |
$30.7K - $35.6K
|
4.89K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-559- 1.68% |
$30.9K - $35.7K
|
32.7K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-572- 12.03% |
$31.6K - $36.6K
|
4.18K
$273K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-573- 1.46% |
$31.6K - $36.6K
|
38.8K
$2.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-577- 5.84% |
$31.9K - $36.9K
|
9.3K
$607K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-598- 14.02% |
$33K - $38.2K
|
3.67K
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-601- 10.18% |
$33.2K - $38.4K
|
5.3K
$346K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-606- 7.94% |
$33.5K - $38.7K
|
7.02K
$458K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-623- 7.29% |
$34.4K - $39.8K
|
7.92K
$517K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-656- 4.56% |
$36.2K - $41.9K
|
13.7K
$896K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-657- 3.2% |
$36.3K - $42K
|
19.9K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-663- 1.65% |
$36.6K - $42.4K
|
39.4K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-670- 0.32% |
$37K - $42.8K
|
206K
$13.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-697- 3.67% |
$38.5K - $44.6K
|
18.3K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-737- 0.24% |
$40.7K - $47.1K
|
310K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-756- 3.25% |
$41.7K - $48.3K
|
22.5K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-758- 9.76% |
$41.9K - $48.5K
|
7.01K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-769- 7.88% |
$42.5K - $49.2K
|
8.99K
$586K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-780- 0.45% |
$43.1K - $49.9K
|
173K
$11.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-792- 44.62% |
$43.7K - $50.6K
|
983
$64.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-795- 14.02% |
$43.9K - $50.8K
|
4.88K
$318K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-809- 0.42% |
$44.7K - $51.7K
|
193K
$12.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-829- 0.88% |
$45.8K - $53K
|
92.8K
$6.06M
|