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 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
12K+ 2.41% |
$771K - $818K
|
510K
$34.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11K+ 7.85% |
$707K - $751K
|
152K
$10.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11K+ 22.6% |
$707K - $751K
|
59.8K
$4.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.7K+ 7.17% |
$689K - $731K
|
161K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.7K+ 4.67% |
$683K - $725K
|
239K
$16.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5KNew |
$673K - $714K
|
10.5K
$714K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 28.31% |
$672K - $713K
|
47.5K
$3.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.27K+ 1.78% |
$595K - $631K
|
529K
$36M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
9.23K+ 3.04% |
$592K - $628K
|
313K
$21.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.6K+ 30.49% |
$551K - $585K
|
36.8K
$2.51M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
8.29K+ 17.34% |
$531K - $564K
|
56.1K
$3.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
8.12K+ 224.47% |
$520K - $553K
|
11.7K
$799K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.86KNew |
$504K - $535K
|
7.86K
$535K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
7.83K+ 20.48% |
$502K - $533K
|
46K
$3.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.79K+ 2.69% |
$500K - $530K
|
297K
$20.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.5K+ 1.36% |
$481K - $510K
|
558K
$38M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.29K+ 74.22% |
$467K - $496K
|
17.1K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
7.26K+ 7.82% |
$466K - $495K
|
100K
$6.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
7.23KNew |
$463K - $492K
|
7.23K
$492K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
7.09K+ 1.95% |
$455K - $483K
|
370K
$25.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
7K+ 1.64% |
$449K - $476K
|
435K
$29.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
6.9KNew |
$442K - $470K
|
6.9K
$470K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.86K+ 2.92% |
$440K - $467K
|
242K
$16.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
6.83K+ 3.16% |
$438K - $465K
|
223K
$15.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.76K+ 34.0% |
$433K - $460K
|
26.6K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
6.69K+ 6.53% |
$429K - $455K
|
109K
$7.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.62K+ 25.08% |
$424K - $450K
|
33K
$2.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.61K+ 66.36% |
$424K - $450K
|
16.6K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.6K+ 8.6% |
$423K - $450K
|
83.4K
$5.68M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
6.53K+ 5.75% |
$419K - $445K
|
120K
$8.19M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.43K+ 9.26% |
$412K - $438K
|
75.9K
$5.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
6.27KNew |
$402K - $427K
|
6.27K
$427K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
6.17K+ 1.67% |
$396K - $420K
|
376K
$25.6M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6.1K+ 0.4% |
$391K - $415K
|
1.53M
$104M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.66K+ 16.93% |
$363K - $386K
|
39.1K
$2.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
5.63KNew |
$361K - $383K
|
5.63K
$383K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.6K+ 381.13% |
$359K - $381K
|
7.06K
$481K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.44K+ 7.26% |
$349K - $370K
|
80.4K
$5.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
5.35KNew |
$343K - $364K
|
5.35K
$364K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.21K+ 4.47% |
$334K - $355K
|
122K
$8.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.21K+ 1.29% |
$334K - $355K
|
409K
$27.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.17KNew |
$331K - $352K
|
5.17K
$352K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.14K+ 13.51% |
$330K - $350K
|
43.2K
$2.94M
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.12KNew |
$328K - $348K
|
5.12K
$348K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.98K+ 2.25% |
$319K - $339K
|
226K
$15.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.94K+ 10.0% |
$316K - $336K
|
54.3K
$3.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.75K+ 6.74% |
$305K - $324K
|
75.3K
$5.13M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.73K+ 0.68% |
$303K - $322K
|
703K
$47.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.7K+ 51.98% |
$301K - $320K
|
13.7K
$936K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.68K+ 8.81% |
$300K - $319K
|
57.8K
$3.94M
|