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 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.84K+ 4.25% |
$157K - $182K
|
69.7K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.84K+ 69.29% |
$157K - $182K
|
6.94K
$453K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.82K+ 4.63% |
$155K - $180K
|
63.7K
$4.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.81K+ 1.88% |
$155K - $180K
|
152K
$9.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.8K+ 9.66% |
$155K - $179K
|
31.8K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.76K+ 2.36% |
$152K - $176K
|
120K
$7.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.74K+ 1.42% |
$151K - $175K
|
195K
$12.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.74K+ 6.0% |
$151K - $175K
|
48.3K
$3.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.69K+ 7.33% |
$148K - $172K
|
39.3K
$2.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.65K+ 306.35% |
$146K - $170K
|
3.52K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.62K+ 16.38% |
$145K - $168K
|
18.6K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.6K+ 12.1% |
$144K - $166K
|
24.1K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.58K+ 1.72% |
$142K - $165K
|
152K
$9.95M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.55K+ 58.6% |
$141K - $163K
|
6.91K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.54K+ 8.22% |
$140K - $163K
|
33.5K
$2.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.53K+ 67.68% |
$140K - $162K
|
6.28K
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.5K+ 1.23% |
$138K - $160K
|
207K
$13.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.45K+ 10.9% |
$135K - $157K
|
24.9K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
2.42K+ 1.13% |
$134K - $155K
|
216K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.39K+ 14.57% |
$132K - $153K
|
18.8K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.38K+ 21.86% |
$132K - $152K
|
13.3K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.34K+ 4.98% |
$129K - $150K
|
49.4K
$3.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.33K+ 10.21% |
$129K - $149K
|
25.2K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.32K+ 69.96% |
$128K - $148K
|
5.62K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
2.29K+ 3.23% |
$126K - $146K
|
73.1K
$4.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.23K+ 37.24% |
$123K - $143K
|
8.21K
$536K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.18K+ 41.99% |
$120K - $139K
|
7.36K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.17K+ 4.73% |
$120K - $139K
|
48.1K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.17K+ 221.08% |
$120K - $139K
|
3.15K
$206K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.14K+ 1.83% |
$118K - $137K
|
120K
$7.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.07K+ 1.71% |
$114K - $132K
|
123K
$8.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 394.75% |
$108K - $125K
|
2.45K
$160K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.95KNew |
$108K - $125K
|
1.95K
$127K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.94K+ 53.66% |
$107K - $124K
|
5.56K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.94K+ 2.64% |
$107K - $124K
|
75.2K
$4.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.91K+ 24.72% |
$105K - $122K
|
9.62K
$628K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
1.9K+ 11.33% |
$105K - $122K
|
18.7K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.9K+ 3.61% |
$105K - $121K
|
54.5K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.87K+ 1.99% |
$103K - $120K
|
95.9K
$6.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.87K+ 1.09% |
$103K - $119K
|
174K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.86K+ 16.03% |
$103K - $119K
|
13.5K
$880K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.84K+ 0.15% |
$101K - $118K
|
1.24M
$81.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.77KNew |
$97.6K - $113K
|
1.77K
$115K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.76K+ 11.13% |
$97.1K - $112K
|
17.6K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 7.37% |
$96K - $111K
|
25.3K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.72K+ 4.87% |
$94.9K - $110K
|
37K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.72K+ 11.43% |
$94.8K - $110K
|
16.7K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 12.35% |
$94.6K - $110K
|
15.6K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.66KNew |
$91.5K - $106K
|
1.66K
$108K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.65K+ 4.53% |
$91K - $105K
|
38.1K
$2.48M
|