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 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
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-20.1K- 76.24% |
$1.11M - $1.29M
|
6.28K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-21.1K- 22.68% |
$1.16M - $1.35M
|
71.9K
$4.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-22.8K- 3.3% |
$1.26M - $1.46M
|
669K
$43.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.9K- 3.23% |
$1.27M - $1.47M
|
687K
$44.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-24K- 12.25% |
$1.33M - $1.54M
|
172K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-24.6K- 13.12% |
$1.36M - $1.57M
|
163K
$10.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-25K- 43.19% |
$1.38M - $1.6M
|
32.9K
$2.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-26.1K- 93.28% |
$1.44M - $1.67M
|
1.88K
$122K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26.4K- 0.34% |
$1.46M - $1.69M
|
7.72M
$504M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28.1K- 79.55% |
$1.55M - $1.79M
|
7.21K
$471K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-33.1K- 20.71% |
$1.83M - $2.11M
|
127K
$8.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-35.5K- 14.22% |
$1.96M - $2.27M
|
214K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-36.3K- 20.29% |
$2.01M - $2.32M
|
143K
$9.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-36.6K- 13.41% |
$2.02M - $2.34M
|
236K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.8K- 11.8% |
$2.2M - $2.55M
|
298K
$19.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-42.8K- 6.44% |
$2.36M - $2.73M
|
622K
$40.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-45.7K- 23.29% |
$2.53M - $2.93M
|
151K
$9.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-50.3K- 18.05% |
$2.78M - $3.22M
|
229K
$14.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-53.1K- 67.04% |
$2.93M - $3.39M
|
26.1K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-66.5K- 21.69% |
$3.67M - $4.25M
|
240K
$15.7M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-69K- 12.68% |
$3.81M - $4.41M
|
475K
$31M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-71.7K- 5.97% |
$3.96M - $4.58M
|
1.13M
$73.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-72.1K- 2.5% |
$3.98M - $4.61M
|
2.82M
$184M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78.5K- 21.16% |
$4.34M - $5.02M
|
293K
$19.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86.8K- 1.09% |
$4.79M - $5.55M
|
7.91M
$516M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-99.3K- 80.29% |
$5.49M - $6.35M
|
24.4K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-105K- 30.28% |
$5.81M - $6.73M
|
242K
$15.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-126K- 16.27% |
$6.95M - $8.05M
|
648K
$42.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155K- 11.82% |
$8.55M - $9.9M
|
1.16M
$75.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-221K- 2.16% |
$12.2M - $14.1M
|
10M
$653M
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-292K- 98.88% |
$16.1M - $18.6M
|
3.29K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-364K- 86.96% |
$20.1M - $23.2M
|
54.5K
$3.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-420K- 98.38% |
$23.2M - $26.8M
|
6.91K
$451K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.59M- 21.24% |
$198M - $229M
|
13.3M
$868M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.7MClosed |
$425M - $493M
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-10.4M- 98.44% |
$575M - $666M
|
165K
$10.8M
|