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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-50.2K- 62.78% |
$3.22M - $3.42M
|
29.8K
$2.03M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-77.2K- 25.94% |
$4.95M - $5.26M
|
220K
$15M
|
|
|
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 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-121K- 1.56% |
$7.74M - $8.22M
|
7.6M
$517M
|
|
|
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
|