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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16.4K+ 77.24% |
$907K - $1.05M
|
37.7K
$2.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16.3K+ 14.6% |
$899K - $1.04M
|
128K
$8.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.9K+ 27.58% |
$878K - $1.02M
|
73.6K
$4.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.9K+ 34.44% |
$877K - $1.02M
|
62K
$4.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.5K+ 25.88% |
$855K - $991K
|
75.3K
$4.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.5K+ 14.49% |
$855K - $989K
|
122K
$7.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
15.5K+ 5.37% |
$854K - $989K
|
304K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15.4K+ 16.89% |
$852K - $987K
|
107K
$6.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15.3K+ 25.61% |
$844K - $977K
|
75K
$4.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
14.8K+ 13.47% |
$816K - $944K
|
124K
$8.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.7K+ 145.86% |
$811K - $939K
|
24.8K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.7K+ 16.91% |
$810K - $937K
|
101K
$6.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
14.6KNew |
$808K - $936K
|
14.6K
$955K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.5K+ 2.91% |
$801K - $927K
|
512K
$33.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
14.3K+ 22.22% |
$789K - $913K
|
78.6K
$5.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
13.9K+ 151.33% |
$768K - $889K
|
23.1K
$1.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
13.8K+ 2.14% |
$763K - $883K
|
659K
$43M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
13.5KNew |
$745K - $863K
|
13.5K
$881K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.5K+ 11.31% |
$743K - $860K
|
132K
$8.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
13.4K+ 3.75% |
$738K - $854K
|
370K
$24.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
12.9K+ 1.69% |
$712K - $824K
|
776K
$50.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
12.9K+ 5.63% |
$710K - $823K
|
242K
$15.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.8K+ 39.14% |
$709K - $822K
|
45.7K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 3.58% |
$692K - $802K
|
363K
$23.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
12.3K+ 98.53% |
$679K - $787K
|
24.8K
$1.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 6.37% |
$677K - $784K
|
205K
$13.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
12.2K+ 50.05% |
$674K - $781K
|
36.6K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$654K - $758K
|
11.8K
$773K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
11.8K+ 8.32% |
$654K - $757K
|
154K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
11.8K+ 8.01% |
$650K - $752K
|
159K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
11.7K+ 4.32% |
$647K - $749K
|
283K
$18.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
11.7K+ 46.62% |
$645K - $747K
|
36.7K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
11.1K+ 162.26% |
$615K - $712K
|
18K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.1K+ 81.51% |
$612K - $708K
|
24.7K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$595K - $689K
|
10.8K
$703K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10.7K+ 0.89% |
$591K - $684K
|
1.21M
$79M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
10.5K+ 7.07% |
$583K - $675K
|
160K
$10.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.5K+ 11.89% |
$582K - $674K
|
99.3K
$6.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 4.94% |
$576K - $667K
|
221K
$14.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
10.4K+ 25.25% |
$572K - $662K
|
51.4K
$3.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
10.2K+ 162.49% |
$564K - $653K
|
16.5K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.1KNew |
$560K - $648K
|
10.1K
$661K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10.1KNew |
$558K - $646K
|
10.1K
$659K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.1K+ 35.42% |
$556K - $644K
|
38.5K
$2.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10K+ 8.17% |
$555K - $642K
|
133K
$8.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
10K+ 1.96% |
$554K - $642K
|
522K
$34.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
10K+ 3.72% |
$552K - $639K
|
279K
$18.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
9.96KNew |
$550K - $637K
|
9.96K
$650K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.94K+ 25.84% |
$549K - $635K
|
48.4K
$3.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
9.39K+ 48.14% |
$519K - $601K
|
28.9K
$1.89M
|