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 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
43K+ 14.5% |
$2.38M - $2.75M
|
340K
$22.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
40.9K+ 26.61% |
$2.26M - $2.61M
|
195K
$12.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
40.7K+ 54.59% |
$2.25M - $2.6M
|
115K
$7.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
40.2KNew |
$2.22M - $2.57M
|
40.2K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
40K+ 100.0% |
$2.21M - $2.56M
|
80K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.8K+ 5.8% |
$2.2M - $2.54M
|
726K
$47.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
39.3K+ 19.67% |
$2.17M - $2.51M
|
239K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.7K+ 15.74% |
$2.14M - $2.47M
|
284K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38.4K+ 19.17% |
$2.12M - $2.46M
|
239K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
37.8K+ 48.94% |
$2.09M - $2.42M
|
115K
$7.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36.9K+ 1135.12% |
$2.04M - $2.36M
|
40.2K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
31.5K+ 11.76% |
$1.74M - $2.01M
|
299K
$19.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
29.4K+ 274.94% |
$1.62M - $1.88M
|
40.1K
$2.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.2K+ 7.83% |
$1.61M - $1.87M
|
403K
$26.3M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
28.6K+ 42.49% |
$1.58M - $1.83M
|
95.9K
$6.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
28.6K+ 6.89% |
$1.58M - $1.83M
|
443K
$28.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
27.2KNew |
$1.5M - $1.74M
|
27.2K
$1.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
27K+ 30.7% |
$1.49M - $1.73M
|
115K
$7.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
26.3KNew |
$1.45M - $1.68M
|
26.3K
$1.72M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.8K+ 6.64% |
$1.43M - $1.65M
|
415K
$27.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.6KNew |
$1.41M - $1.63M
|
25.6K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
24.5KNew |
$1.35M - $1.57M
|
24.5K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
23.5K+ 12.76% |
$1.3M - $1.5M
|
207K
$13.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
23K+ 5.15% |
$1.27M - $1.47M
|
469K
$30.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
21.7K+ 115.28% |
$1.2M - $1.39M
|
40.5K
$2.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
21.3K+ 469.05% |
$1.18M - $1.36M
|
25.9K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
21K+ 21.27% |
$1.16M - $1.34M
|
119K
$7.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
20.5K+ 3.87% |
$1.13M - $1.31M
|
551K
$35.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.5K+ 57.28% |
$1.13M - $1.31M
|
56.3K
$3.67M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20.4K+ 43.82% |
$1.12M - $1.3M
|
66.8K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
19.9K+ 4.15% |
$1.1M - $1.27M
|
498K
$32.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
19.8K+ 10891.76% |
$1.09M - $1.27M
|
20K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 83.15% |
$1.07M - $1.24M
|
42.7K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
19.2K+ 7.29% |
$1.06M - $1.23M
|
282K
$18.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
19.1K+ 17.45% |
$1.06M - $1.22M
|
129K
$8.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
19K+ 6.68% |
$1.05M - $1.22M
|
304K
$19.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
18.8K+ 3.21% |
$1.04M - $1.2M
|
604K
$39.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
18.1KNew |
$1M - $1.16M
|
18.1K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.8K+ 1.81% |
$982K - $1.14M
|
1M
$65.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
17.7K+ 3.18% |
$977K - $1.13M
|
573K
$37.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17.7K+ 127.24% |
$975K - $1.13M
|
31.5K
$2.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
17.5K+ 15.15% |
$967K - $1.12M
|
133K
$8.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.4KNew |
$962K - $1.11M
|
17.4K
$1.14M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
17.4K+ 1.15% |
$959K - $1.11M
|
1.52M
$99.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.1K+ 8.13% |
$947K - $1.1M
|
228K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.1K+ 87.21% |
$947K - $1.1M
|
36.8K
$2.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17.1K+ 0.97% |
$946K - $1.09M
|
1.78M
$116M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
17K+ 6.24% |
$938K - $1.09M
|
289K
$18.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
16.9K+ 8.57% |
$934K - $1.08M
|
214K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
16.5KNew |
$909K - $1.05M
|
16.5K
$1.07M
|