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 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
3.96KNew |
$219K - $253K
|
3.96K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.95KNew |
$218K - $252K
|
3.95K
$257K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
3.93K+ 4.22% |
$217K - $251K
|
97K
$6.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.89K+ 3.67% |
$215K - $249K
|
110K
$7.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.88KNew |
$214K - $248K
|
3.88K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.88K+ 9.56% |
$214K - $248K
|
44.5K
$2.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.87K+ 95.89% |
$214K - $247K
|
7.91K
$516K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.86KNew |
$213K - $246K
|
3.86K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.8K+ 13.08% |
$210K - $243K
|
32.8K
$2.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.8K+ 21.81% |
$210K - $243K
|
21.2K
$1.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.73K+ 8.28% |
$206K - $239K
|
48.8K
$3.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.62K+ 4.64% |
$200K - $232K
|
81.6K
$5.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.62KNew |
$200K - $231K
|
3.62K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
3.6K+ 0.85% |
$199K - $230K
|
428K
$27.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.59K+ 1.54% |
$198K - $229K
|
237K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.56K+ 74.52% |
$196K - $227K
|
8.33K
$544K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.55K+ 38.71% |
$196K - $227K
|
12.7K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.55KNew |
$196K - $227K
|
3.55K
$231K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.54K+ 2.75% |
$196K - $227K
|
132K
$8.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
3.53KNew |
$195K - $226K
|
3.53K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.5K+ 1.53% |
$193K - $223K
|
231K
$15.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.49KNew |
$193K - $223K
|
3.49K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.45K+ 3.01% |
$191K - $221K
|
118K
$7.7M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.33K+ 13.79% |
$184K - $213K
|
27.4K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.31K+ 23.21% |
$183K - $212K
|
17.6K
$1.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
3.26KNew |
$180K - $208K
|
3.26K
$213K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.24KNew |
$179K - $207K
|
3.24K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.22K+ 6.16% |
$178K - $206K
|
55.5K
$3.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.22KNew |
$178K - $206K
|
3.22K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.21KNew |
$177K - $205K
|
3.21K
$209K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.17K+ 40.29% |
$175K - $203K
|
11K
$721K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.15KNew |
$174K - $202K
|
3.15K
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
3.15KNew |
$174K - $202K
|
3.15K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.14KNew |
$173K - $201K
|
3.14K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.13KNew |
$173K - $200K
|
3.13K
$204K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.12K+ 20.43% |
$172K - $199K
|
18.4K
$1.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
3.12K+ 6.35% |
$172K - $199K
|
52.2K
$3.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.1K+ 26.07% |
$171K - $198K
|
15K
$978K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
3.1K+ 1.1% |
$171K - $198K
|
285K
$18.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
3.07K+ 3.13% |
$169K - $196K
|
101K
$6.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3K+ 39.43% |
$166K - $192K
|
10.6K
$692K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3K+ 2.95% |
$165K - $192K
|
105K
$6.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.93K+ 5.31% |
$162K - $188K
|
58.1K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.92K+ 24.79% |
$161K - $187K
|
14.7K
$960K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.88K+ 1.69% |
$159K - $184K
|
173K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.85K+ 8.61% |
$157K - $182K
|
35.9K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.84K+ 1.74% |
$157K - $182K
|
166K
$10.8M
|