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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.8K- 8.95% |
$821K - $872K
|
130K
$8.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-13K- 56.29% |
$834K - $885K
|
10.1K
$687K
|
|
|
Nov 05, 2025
Q3 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-13.1K- 71.77% |
$842K - $894K
|
5.17K
$352K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-13.4K- 17.27% |
$862K - $916K
|
64.4K
$4.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-14K- 60.9% |
$897K - $952K
|
8.98K
$612K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-14.2K- 54.08% |
$913K - $969K
|
12.1K
$823K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-15.1K- 61.29% |
$969K - $1.03M
|
9.55K
$650K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-17.1K- 42.64% |
$1.1M - $1.16M
|
23K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-17.3K- 8.39% |
$1.11M - $1.18M
|
189K
$12.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-19K- 11.02% |
$1.22M - $1.29M
|
153K
$10.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-20.5K- 11.16% |
$1.32M - $1.4M
|
163K
$11.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23K- 68.72% |
$1.47M - $1.56M
|
10.5K
$712K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-29.8K- 24.19% |
$1.91M - $2.03M
|
93.5K
$6.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.4K- 13.56% |
$2.01M - $2.14M
|
200K
$13.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-32.1K- 27.94% |
$2.06M - $2.19M
|
82.9K
$5.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-34K- 12.2% |
$2.18M - $2.31M
|
245K
$16.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-34.3K- 5.57% |
$2.2M - $2.34M
|
582K
$39.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-39.7K- 39.11% |
$2.54M - $2.7M
|
61.7K
$4.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-43.2K- 41.96% |
$2.77M - $2.94M
|
59.8K
$4.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-43.8K- 17.13% |
$2.81M - $2.98M
|
212K
$14.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-54.3K- 15.99% |
$3.48M - $3.7M
|
285K
$19.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-56.5K- 52.77% |
$3.62M - $3.85M
|
50.6K
$3.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-65.3K- 93.72% |
$4.19M - $4.45M
|
4.38K
$298K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-74K- 30.8% |
$4.74M - $5.03M
|
166K
$11.3M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-113K- 12.06% |
$7.25M - $7.69M
|
824K
$56.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-120K- 78.99% |
$7.71M - $8.18M
|
32K
$2.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-125K- 64.69% |
$8.02M - $8.51M
|
68.2K
$4.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-126K- 44.13% |
$8.05M - $8.55M
|
159K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-128K- 19.71% |
$8.19M - $8.7M
|
520K
$35.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-173K- 49.83% |
$11.1M - $11.8M
|
175K
$11.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-184K- 54.43% |
$11.8M - $12.5M
|
154K
$10.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-354K- 4.47% |
$22.7M - $24.1M
|
7.56M
$514M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.98M- 21.99% |
$191M - $203M
|
10.6M
$719M
|