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 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.78K- 30.72% |
$98.3K - $114K
|
4.02K
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.79K- 7.02% |
$99K - $115K
|
23.7K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.87K- 52.85% |
$103K - $119K
|
1.66K
$109K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.9K- 1.44% |
$105K - $121K
|
130K
$8.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.94K- 3.67% |
$107K - $124K
|
50.7K
$3.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.96K- 15.81% |
$108K - $125K
|
10.4K
$679K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.98K- 21.86% |
$109K - $127K
|
7.08K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.04K- 5.6% |
$113K - $131K
|
34.4K
$2.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.07K- 4.9% |
$114K - $132K
|
40.1K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.2K- 30.74% |
$122K - $141K
|
4.96K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-2.21K- 16.56% |
$122K - $141K
|
11.1K
$726K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.24K- 2.44% |
$124K - $143K
|
89.5K
$5.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.34K- 1.64% |
$129K - $150K
|
141K
$9.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.41K- 31.04% |
$133K - $154K
|
5.35K
$349K
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
SELL
|
- |
-2.46K- 29.04% |
$136K - $157K
|
6.02K
$393K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.5K- 19.38% |
$138K - $160K
|
10.4K
$679K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.55K- 2.08% |
$141K - $163K
|
120K
$7.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.6K- 26.67% |
$144K - $166K
|
7.15K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.64K- 13.15% |
$146K - $169K
|
17.4K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-2.71K- 6.63% |
$150K - $173K
|
38.2K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.73K- 14.43% |
$151K - $175K
|
16.2K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.73K- 18.59% |
$151K - $175K
|
12K
$781K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.79K- 10.03% |
$154K - $179K
|
25.1K
$1.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-2.94K- 7.51% |
$163K - $188K
|
36.2K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.08K- 4.38% |
$170K - $197K
|
67.2K
$4.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.13K- 36.9% |
$173K - $200K
|
5.35K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.15K- 4.83% |
$174K - $201K
|
62K
$4.04M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-3.24K- 22.35% |
$179K - $207K
|
11.3K
$735K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.25K- 11.96% |
$179K - $208K
|
23.9K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.29K- 1.76% |
$181K - $210K
|
184K
$12M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.29K- 16.16% |
$182K - $211K
|
17.1K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.34K- 19.69% |
$184K - $213K
|
13.6K
$889K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.41K- 3.62% |
$188K - $218K
|
90.6K
$5.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.47K- 43.37% |
$191K - $222K
|
4.53K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.54K- 5.2% |
$196K - $226K
|
64.5K
$4.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.6K- 1.6% |
$199K - $230K
|
221K
$14.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.77K- 17.08% |
$208K - $241K
|
18.3K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.81K- 3.15% |
$210K - $244K
|
117K
$7.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.86K- 2.41% |
$213K - $247K
|
156K
$10.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.98K- 2.54% |
$220K - $254K
|
152K
$9.94M
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.03K- 0.67% |
$222K - $257K
|
594K
$38.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.05K- 2.13% |
$224K - $259K
|
187K
$12.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.14K- 14.38% |
$229K - $265K
|
24.6K
$1.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-4.34K- 3.99% |
$240K - $278K
|
104K
$6.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4.38K- 64.13% |
$242K - $280K
|
2.45K
$160K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-4.43K- 4.61% |
$244K - $283K
|
91.5K
$5.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-4.45K- 1.06% |
$246K - $285K
|
414K
$27M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.47K- 56.94% |
$247K - $286K
|
3.38K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-4.56K- 4.27% |
$252K - $292K
|
102K
$6.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.58K- 1.34% |
$253K - $293K
|
338K
$22M
|