Purchases and Sales Made in Q3 2025 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.45K- 6.56% |
$92.8K - $98.6K
|
20.6K
$1.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.48K- 14.59% |
$94.7K - $101K
|
8.65K
$589K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.5K- 8.52% |
$96.1K - $102K
|
16.1K
$1.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.53K- 1.16% |
$98.4K - $104K
|
131K
$8.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.56K- 9.27% |
$100K - $106K
|
15.3K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.6K- 16.67% |
$103K - $109K
|
8K
$545K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.76K- 17.47% |
$113K - $120K
|
8.31K
$566K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.97K- 30.27% |
$126K - $134K
|
4.54K
$309K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-2.12K- 13.52% |
$136K - $144K
|
13.5K
$922K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-2.13K- 0.88% |
$136K - $145K
|
240K
$16.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.29K- 11.25% |
$147K - $156K
|
18.1K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.38K- 2.9% |
$152K - $162K
|
79.6K
$5.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-2.5K- 26.32% |
$160K - $170K
|
7K
$477K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.52K- 3.56% |
$162K - $171K
|
68.3K
$4.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-2.58K- 8.08% |
$165K - $175K
|
29.3K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
SELL
|
- |
-2.66K- 2.31% |
$170K - $181K
|
112K
$7.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.69K- 75.89% |
$172K - $183K
|
854
$58.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.8K- 21.12% |
$179K - $190K
|
10.4K
$711K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.83K- 6.44% |
$181K - $192K
|
41K
$2.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.88K- 3.92% |
$185K - $196K
|
70.7K
$4.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.96K- 4.2% |
$190K - $201K
|
67.4K
$4.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
SELL
|
- |
-3K- 41.1% |
$192K - $204K
|
4.3K
$293K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.21K- 5.92% |
$206K - $219K
|
51K
$3.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.32K- 22.47% |
$213K - $226K
|
11.5K
$781K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.36K- 32.72% |
$216K - $229K
|
6.91K
$471K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.41K- 27.21% |
$219K - $232K
|
9.13K
$621K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-3.47K- 6.97% |
$223K - $236K
|
46.4K
$3.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.54KClosed |
$227K - $241K
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.56K- 2.69% |
$228K - $242K
|
129K
$8.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.65K- 3.03% |
$234K - $249K
|
117K
$7.95M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.45K- 53.45% |
$285K - $303K
|
3.88K
$264K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.5K- 3.11% |
$288K - $306K
|
140K
$9.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.83K- 2.79% |
$310K - $329K
|
168K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-5.07K- 19.44% |
$325K - $345K
|
21K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-5.39K- 2.24% |
$346K - $367K
|
235K
$16M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.41K- 19.92% |
$347K - $369K
|
21.8K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.59K- 17.03% |
$358K - $381K
|
27.2K
$1.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.79K- 4.67% |
$372K - $394K
|
118K
$8.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-6.11K- 41.76% |
$392K - $416K
|
8.52K
$580K
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-6.32K- 58.11% |
$405K - $430K
|
4.56K
$310K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-6.62K- 24.62% |
$424K - $450K
|
20.3K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.93K- 27.99% |
$444K - $472K
|
17.8K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-7.13K- 21.66% |
$457K - $485K
|
25.8K
$1.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-7.59K- 6.6% |
$487K - $517K
|
107K
$7.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.45K- 47.34% |
$542K - $576K
|
9.41K
$640K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-8.77K- 2.0% |
$563K - $597K
|
429K
$29.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-9.04K- 5.78% |
$580K - $615K
|
147K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.48K- 25.08% |
$608K - $645K
|
28.3K
$1.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-11.9K- 37.72% |
$763K - $810K
|
19.6K
$1.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.9K- 7.66% |
$763K - $810K
|
144K
$9.78M
|