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 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
6.14KNew |
$339K - $393K
|
6.14K
$401K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.89K+ 1.62% |
$325K - $377K
|
371K
$24.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
5.89KNew |
$325K - $377K
|
5.89K
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.85K+ 3.86% |
$323K - $374K
|
157K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.79K+ 5.38% |
$320K - $370K
|
113K
$7.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.77KNew |
$319K - $369K
|
5.77K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.7K+ 146.97% |
$314K - $364K
|
9.57K
$624K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.69K+ 12.0% |
$314K - $364K
|
53.2K
$3.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.54K+ 1.75% |
$306K - $354K
|
321K
$20.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.53K+ 3.29% |
$305K - $353K
|
173K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
5.51K+ 3.35% |
$304K - $352K
|
170K
$11.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.39K+ 6.92% |
$297K - $344K
|
83.3K
$5.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.36K+ 15.12% |
$296K - $343K
|
40.8K
$2.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.33K+ 0.81% |
$295K - $341K
|
665K
$43.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.33KNew |
$294K - $341K
|
5.33K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.33K+ 3.87% |
$294K - $341K
|
143K
$9.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.3KNew |
$293K - $339K
|
5.3K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.2K+ 2.43% |
$287K - $332K
|
219K
$14.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5.19K+ 40.41% |
$286K - $332K
|
18K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.15KNew |
$284K - $329K
|
5.15K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
5.09KNew |
$281K - $325K
|
5.09K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.06K+ 4.52% |
$280K - $324K
|
117K
$7.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.05KNew |
$279K - $323K
|
5.05K
$330K
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
5.03K+ 18.8% |
$278K - $322K
|
31.8K
$2.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
4.94K+ 1.39% |
$273K - $316K
|
360K
$23.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.93K+ 30.37% |
$272K - $315K
|
21.2K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.83K+ 3.46% |
$267K - $309K
|
145K
$9.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.79K+ 2.08% |
$264K - $306K
|
235K
$15.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.77KNew |
$263K - $305K
|
4.77K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.71K+ 0.77% |
$260K - $301K
|
617K
$40.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
4.59K+ 6.53% |
$253K - $293K
|
74.9K
$4.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.57KNew |
$253K - $292K
|
4.57K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$250K - $290K
|
4.53K
$295K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.52K+ 8.83% |
$250K - $289K
|
55.7K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.51K+ 6.22% |
$249K - $288K
|
76.9K
$5.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.44KNew |
$245K - $284K
|
4.44K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.44K+ 5.33% |
$245K - $284K
|
87.7K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.43KNew |
$245K - $283K
|
4.43K
$289K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
4.43K+ 42.65% |
$244K - $283K
|
14.8K
$966K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4.41K+ 23.75% |
$244K - $282K
|
23K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.33K+ 20.26% |
$239K - $277K
|
25.7K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
4.26KNew |
$235K - $272K
|
4.26K
$278K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.24K+ 4.43% |
$234K - $271K
|
100K
$6.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.22K+ 2.42% |
$233K - $270K
|
179K
$11.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.21K+ 3.73% |
$232K - $269K
|
117K
$7.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
4.2KNew |
$232K - $269K
|
4.2K
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.19K+ 5.19% |
$232K - $268K
|
85K
$5.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.16KNew |
$230K - $266K
|
4.16K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.13K+ 0.32% |
$228K - $264K
|
1.31M
$85.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.02K+ 35.1% |
$222K - $257K
|
15.5K
$1.01M
|