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 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3.45K- 0.96% |
$221K - $235K
|
354K
$24.1M
|
|
|
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 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.56K- 2.26% |
$228K - $242K
|
154K
$10.5M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.05K- 2.69% |
$259K - $275K
|
147K
$9.98M
|
|
|
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 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-6.98K- 38.55% |
$448K - $475K
|
11.1K
$758K
|
|
|
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
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.55K- 1.26% |
$484K - $514K
|
591K
$40.2M
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.78K- 15.78% |
$627K - $666K
|
52.2K
$3.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 9.97% |
$701K - $744K
|
98.7K
$6.72M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-11.2K- 12.29% |
$717K - $761K
|
79.8K
$5.43M
|
|
|
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
|
|
|
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 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-38.9K- 7.64% |
$2.49M - $2.65M
|
470K
$32M
|