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 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
9.39KNew |
$519K - $601K
|
9.39K
$613K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
9.39K+ 178.95% |
$518K - $600K
|
14.6K
$955K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
9.36KNew |
$517K - $599K
|
9.36K
$611K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
9.21K+ 8.58% |
$508K - $589K
|
116K
$7.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
9.17K+ 12.77% |
$506K - $586K
|
80.9K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9.08K+ 8.39% |
$501K - $580K
|
117K
$7.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
9.06KNew |
$501K - $580K
|
9.06K
$591K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8.86K+ 3.51% |
$489K - $566K
|
261K
$17M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.85K+ 14.59% |
$489K - $566K
|
69.5K
$4.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
8.64K+ 19.24% |
$477K - $552K
|
53.5K
$3.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8.62KNew |
$476K - $551K
|
8.62K
$563K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
8.54K+ 8.97% |
$472K - $546K
|
104K
$6.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.53K+ 30.83% |
$471K - $545K
|
36.2K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.46K+ 5.64% |
$467K - $541K
|
159K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.26K+ 3.33% |
$456K - $528K
|
257K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.26KNew |
$456K - $528K
|
8.26K
$539K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
8.06K+ 1.62% |
$445K - $515K
|
504K
$32.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.05K+ 11.95% |
$444K - $515K
|
75.4K
$4.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
8.03KNew |
$443K - $513K
|
8.03K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8K+ 39.09% |
$442K - $512K
|
28.5K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8KNew |
$442K - $512K
|
8K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
8KNew |
$442K - $512K
|
8K
$522K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
7.93K+ 2.19% |
$438K - $507K
|
370K
$24.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.93K+ 14.35% |
$438K - $507K
|
63.2K
$4.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.66K+ 9.41% |
$423K - $490K
|
89.1K
$5.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.66K+ 96.11% |
$423K - $490K
|
15.6K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
7.65K+ 7.7% |
$422K - $489K
|
107K
$6.98M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
7.57K+ 20.82% |
$418K - $484K
|
43.9K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.31K+ 188.52% |
$403K - $467K
|
11.2K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.29KNew |
$403K - $466K
|
7.29K
$476K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
7.24K+ 6.8% |
$400K - $463K
|
114K
$7.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.23K+ 85.72% |
$399K - $462K
|
15.7K
$1.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.21K+ 21.26% |
$398K - $461K
|
41.1K
$2.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
7.15K+ 5.28% |
$395K - $457K
|
142K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
7.13KNew |
$394K - $456K
|
7.13K
$465K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.11K+ 11.9% |
$393K - $455K
|
66.9K
$4.36M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.1K+ 12.78% |
$392K - $454K
|
62.7K
$4.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
7.08KNew |
$391K - $453K
|
7.08K
$462K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
6.96K+ 4.07% |
$385K - $445K
|
178K
$11.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.96KNew |
$384K - $445K
|
6.96K
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.91K+ 13.53% |
$382K - $442K
|
58K
$3.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.77K+ 2.38% |
$374K - $433K
|
291K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.74K+ 48.7% |
$372K - $431K
|
20.6K
$1.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
6.64K+ 3.52% |
$367K - $425K
|
195K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
6.62K+ 7.64% |
$366K - $424K
|
93.3K
$6.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6.6K+ 9.16% |
$365K - $422K
|
78.7K
$5.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
6.48K+ 125.24% |
$358K - $414K
|
11.7K
$760K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.43K+ 8.32% |
$355K - $411K
|
83.7K
$5.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6.26K+ 11.19% |
$345K - $400K
|
62.1K
$4.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6.2KNew |
$342K - $396K
|
6.2K
$405K
|