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 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-849- 9.61% |
$46.9K - $54.3K
|
7.99K
$521K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-865- 23.8% |
$47.8K - $55.3K
|
2.77K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-887- 5.05% |
$49K - $56.7K
|
16.7K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-900- 3.58% |
$49.7K - $57.5K
|
24.3K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-906- 3.47% |
$50K - $57.9K
|
25.2K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-908- 19.82% |
$50.1K - $58.1K
|
3.67K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-919- 15.7% |
$50.7K - $58.8K
|
4.93K
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-923- 5.92% |
$51K - $59K
|
14.7K
$957K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-943- 8.71% |
$52.1K - $60.3K
|
9.89K
$645K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-948- 2.53% |
$52.3K - $60.6K
|
36.5K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-962- 2.71% |
$53.1K - $61.5K
|
34.5K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-966- 1.05% |
$53.3K - $61.8K
|
91K
$5.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-987- 15.27% |
$54.5K - $63.1K
|
5.48K
$357K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-989- 21.41% |
$54.6K - $63.2K
|
3.63K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-997- 59.7% |
$55.1K - $63.7K
|
673
$43.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-999- 0.54% |
$55.2K - $63.9K
|
184K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-1K- 29.2% |
$55.3K - $64K
|
2.43K
$158K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 0.64% |
$55.7K - $64.5K
|
156K
$10.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 6.65% |
$55.8K - $64.6K
|
14.2K
$926K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.02K- 40.93% |
$56.2K - $65K
|
1.47K
$95.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.02K- 7.66% |
$56.2K - $65K
|
12.3K
$800K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.05K- 2.18% |
$57.7K - $66.8K
|
46.9K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.06K- 0.98% |
$58.5K - $67.7K
|
107K
$6.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.07K- 3.76% |
$58.9K - $68.2K
|
27.3K
$1.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-1.07K- 4.62% |
$59.1K - $68.5K
|
22.1K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.08K- 34.5% |
$59.4K - $68.8K
|
2.04K
$133K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.1K- 2.16% |
$60.8K - $70.4K
|
49.8K
$3.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.12K- 9.61% |
$62K - $71.8K
|
10.6K
$689K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.13K- 3.6% |
$62.1K - $71.9K
|
30.1K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-1.13K- 3.25% |
$62.2K - $72K
|
33.5K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.13K- 0.74% |
$62.2K - $72.1K
|
152K
$9.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-1.17K- 0.96% |
$64.7K - $74.9K
|
120K
$7.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.2K- 20.84% |
$66.1K - $76.5K
|
4.55K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.21K- 3.89% |
$67K - $77.6K
|
30K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.22K- 10.64% |
$67.2K - $77.8K
|
10.2K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.25K- 1.16% |
$68.9K - $79.8K
|
106K
$6.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.29K- 12.45% |
$71K - $82.2K
|
9.04K
$590K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-1.29K- 4.01% |
$71.3K - $82.5K
|
30.9K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.31K- 4.77% |
$72.2K - $83.6K
|
26.1K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.39K- 14.37% |
$76.8K - $88.9K
|
8.29K
$541K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
SELL
|
- |
-1.41K- 6.68% |
$77.7K - $90K
|
19.6K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 1.35% |
$82.9K - $96K
|
110K
$7.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.55K- 6.54% |
$85.6K - $99.1K
|
22.1K
$1.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.55K- 25.95% |
$85.8K - $99.4K
|
4.44K
$289K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.62K- 6.42% |
$89.6K - $104K
|
23.6K
$1.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.63K- 3.94% |
$89.7K - $104K
|
39.6K
$2.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.65K- 14.56% |
$90.8K - $105K
|
9.65K
$630K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.65K- 15.81% |
$90.9K - $105K
|
8.77K
$572K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.71K- 6.1% |
$94.5K - $109K
|
26.3K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.73K- 16.48% |
$95.3K - $110K
|
8.75K
$571K
|