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
|
Family Management Corp
New York, NY |
BUY
|
- |
771New |
$42.6K - $49.3K
|
771
$50.3K
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
760New |
$42K - $48.6K
|
760
$49.6K
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
750New |
$41.4K - $48K
|
750
$48.9K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
749+ 16.83% |
$41.4K - $47.9K
|
5.2K
$339K
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
737+ 15.99% |
$40.7K - $47.1K
|
5.35K
$349K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
734+ 17.72% |
$40.5K - $46.9K
|
4.88K
$318K
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
725+ 13.16% |
$40K - $46.4K
|
6.23K
$407K
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
682+ 127.48% |
$37.7K - $43.6K
|
1.22K
$79.4K
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
670+ 0.07% |
$37K - $42.8K
|
937K
$61.1M
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
665+ 1.31% |
$36.7K - $42.5K
|
51.5K
$3.36M
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
656+ 1.96% |
$36.2K - $41.9K
|
34.1K
$2.23M
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
655+ 4.82% |
$36.2K - $41.9K
|
14.2K
$929K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
655+ 7.15% |
$36.2K - $41.9K
|
9.82K
$641K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
643+ 114.62% |
$35.5K - $41.1K
|
1.2K
$78.6K
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
637+ 7.17% |
$35.2K - $40.7K
|
9.52K
$621K
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
614+ 9.82% |
$33.9K - $39.3K
|
6.86K
$448K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
609+ 7.9% |
$33.6K - $38.9K
|
8.32K
$543K
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
603+ 4.25% |
$33.3K - $38.6K
|
14.8K
$965K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
602+ 209.76% |
$33.2K - $38.5K
|
889
$58K
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
600+ 8.11% |
$33.1K - $38.4K
|
7.99K
$522K
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
597+ 8.76% |
$33K - $38.2K
|
7.41K
$483K
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
592+ 1.15% |
$32.7K - $37.9K
|
52.1K
$3.4M
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
583+ 2.11% |
$32.2K - $37.3K
|
28.2K
$1.84M
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
580+ 16.26% |
$32K - $37.1K
|
4.15K
$271K
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
567+ 4.93% |
$31.3K - $36.3K
|
12.1K
$787K
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
558+ 9.31% |
$30.8K - $35.7K
|
6.55K
$428K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
544+ 0.67% |
$30K - $34.8K
|
81.5K
$5.32M
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
524+ 1.29% |
$28.9K - $33.5K
|
41.1K
$2.68M
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
512+ 166.23% |
$28.3K - $32.7K
|
820
$53.5K
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
503New |
$27.8K - $32.2K
|
503
$32.8K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
502+ 17.93% |
$27.7K - $32.1K
|
3.3K
$215K
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
502+ 2.7% |
$27.7K - $32.1K
|
19.1K
$1.24M
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
496New |
$27.4K - $31.7K
|
496
$32.4K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
495+ 5.12% |
$27.3K - $31.7K
|
10.2K
$663K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
487+ 5.35% |
$26.9K - $31.1K
|
9.6K
$626K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
474+ 0.08% |
$26.2K - $30.3K
|
599K
$39.1M
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
471+ 2.72% |
$26K - $30.1K
|
17.8K
$1.16M
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
465+ 11.19% |
$25.7K - $29.7K
|
4.62K
$301K
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
463+ 1.36% |
$25.6K - $29.6K
|
34.5K
$2.25M
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
461New |
$25.5K - $29.5K
|
461
$30.1K
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
460+ 0.24% |
$25.4K - $29.4K
|
189K
$12.3M
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
453New |
$25K - $29K
|
453
$29.6K
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
447+ 23.26% |
$24.7K - $28.6K
|
2.37K
$155K
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
447+ 11.44% |
$24.7K - $28.6K
|
4.35K
$284K
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
446+ 3.8% |
$24.6K - $28.5K
|
12.2K
$795K
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
445New |
$24.6K - $28.5K
|
445
$29K
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
444+ 4.72% |
$24.5K - $28.4K
|
9.85K
$643K
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
441+ 1.8% |
$24.4K - $28.2K
|
25K
$1.63M
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
436+ 7.41% |
$24.1K - $27.9K
|
6.32K
$412K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
434New |
$24K - $27.7K
|
434
$28.3K
|