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 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-4.89K- 29.11% |
$270K - $313K
|
11.9K
$777K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.97K- 11.61% |
$274K - $318K
|
37.8K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.12K- 6.77% |
$283K - $327K
|
70.6K
$4.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.72K- 9.54% |
$316K - $366K
|
54.2K
$3.54M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.83K- 4.93% |
$322K - $373K
|
112K
$7.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-5.88K- 57.87% |
$324K - $376K
|
4.28K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.24K- 8.29% |
$345K - $399K
|
69.1K
$4.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.67K- 1.07% |
$369K - $427K
|
616K
$40.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-6.97K- 9.85% |
$385K - $445K
|
63.7K
$4.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-7.12K- 33.51% |
$393K - $455K
|
14.1K
$922K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7.26K- 7.15% |
$401K - $464K
|
94.4K
$6.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-7.32K- 55.66% |
$404K - $468K
|
5.84K
$381K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-7.41K- 1.8% |
$409K - $473K
|
404K
$26.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-7.47K- 42.84% |
$412K - $477K
|
9.96K
$650K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-7.67K- 2.28% |
$424K - $490K
|
328K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.7K- 32.22% |
$425K - $492K
|
16.2K
$1.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-7.94K- 24.48% |
$438K - $507K
|
24.5K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-8.05K- 22.25% |
$445K - $515K
|
28.1K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.3K- 51.65% |
$458K - $531K
|
7.77K
$507K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-8.52K- 23.87% |
$470K - $545K
|
27.2K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
SELL
|
- |
-8.73K- 30.33% |
$482K - $558K
|
20.1K
$1.31M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-8.75K- 6.59% |
$483K - $559K
|
124K
$8.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.79K- 55.63% |
$485K - $562K
|
7.01K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.87K- 1.68% |
$490K - $567K
|
520K
$33.9M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9.03K- 17.07% |
$499K - $577K
|
43.9K
$2.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.27K- 1.79% |
$512K - $593K
|
509K
$33.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-9.66K- 5.01% |
$533K - $617K
|
183K
$11.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 0.35% |
$586K - $678K
|
3M
$195M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-11.6K- 12.98% |
$642K - $743K
|
77.9K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 22.28% |
$650K - $753K
|
41.1K
$2.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11.8K- 31.3% |
$652K - $755K
|
25.9K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.1K- 8.1% |
$667K - $772K
|
137K
$8.94M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-12.4K- 27.07% |
$685K - $793K
|
33.4K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-12.6K- 6.4% |
$697K - $807K
|
185K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-13.7K- 10.3% |
$754K - $873K
|
119K
$7.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-13.8K- 27.0% |
$762K - $882K
|
37.3K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.6K- 13.18% |
$808K - $936K
|
96.4K
$6.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.8K- 40.69% |
$817K - $947K
|
21.6K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14.9K- 14.35% |
$823K - $953K
|
89K
$5.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.1K- 31.36% |
$834K - $965K
|
33K
$2.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-15.4K- 60.04% |
$852K - $987K
|
10.3K
$670K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-15.5K- 3.41% |
$855K - $990K
|
438K
$28.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.6K- 9.52% |
$918K - $1.06M
|
158K
$10.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.3K- 53.51% |
$956K - $1.11M
|
15K
$982K
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-18.2K- 9.02% |
$1.01M - $1.17M
|
184K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.4K- 2.27% |
$1.01M - $1.17M
|
791K
$51.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-18.5K- 13.83% |
$1.02M - $1.18M
|
115K
$7.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.5K- 1.95% |
$1.02M - $1.18M
|
930K
$60.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18.6K- 10.63% |
$1.03M - $1.19M
|
156K
$10.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-20K- 7.68% |
$1.1M - $1.28M
|
240K
$15.7M
|