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 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.55K+ 18.36% |
$292K - $310K
|
29.3K
$2M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.33KNew |
$278K - $295K
|
4.33K
$295K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.32K+ 2171.86% |
$277K - $294K
|
4.52K
$308K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
4.29K+ 58.27% |
$275K - $292K
|
11.7K
$793K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
4K+ 49.44% |
$257K - $273K
|
12.1K
$824K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3.92KNew |
$252K - $267K
|
3.92K
$267K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.89K+ 1.7% |
$249K - $265K
|
232K
$15.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.78K+ 69.66% |
$243K - $257K
|
9.21K
$627K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
3.78K+ 0.75% |
$242K - $257K
|
508K
$34.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
3.77K+ 3.61% |
$242K - $257K
|
108K
$7.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.76K+ 6.2% |
$241K - $256K
|
64.4K
$4.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Norway Savings Bank
|
BUY
|
- |
3.72K+ 8.45% |
$238K - $253K
|
47.7K
$3.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.63K+ 4.45% |
$233K - $247K
|
85.3K
$5.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
3.62K+ 0.32% |
$232K - $247K
|
1.13M
$77.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.61K+ 3.37% |
$231K - $246K
|
111K
$7.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.58K+ 5.76% |
$229K - $244K
|
65.7K
$4.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.56KNew |
$228K - $242K
|
3.56K
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
3.52K+ 15.52% |
$225K - $239K
|
26.2K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.51K+ 13.96% |
$225K - $239K
|
28.7K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.51KNew |
$225K - $239K
|
3.51K
$239K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.47KNew |
$222K - $236K
|
3.47K
$236K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.43K+ 7.31% |
$220K - $233K
|
50.3K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$219K - $233K
|
3.42K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.4K+ 1.9% |
$218K - $231K
|
182K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.31KNew |
$212K - $225K
|
3.31K
$225K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.3KNew |
$212K - $225K
|
3.3K
$225K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.09KNew |
$198K - $210K
|
3.09K
$210K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.05KNew |
$195K - $207K
|
3.05K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
3.04KNew |
$195K - $207K
|
3.04K
$207K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
BUY
|
- |
3KNew |
$192K - $204K
|
3K
$204K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.96KNew |
$190K - $202K
|
2.96K
$202K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.95KNew |
$189K - $201K
|
2.95K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.87K+ 5.63% |
$184K - $195K
|
53.8K
$3.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.77K+ 27.79% |
$177K - $188K
|
12.7K
$867K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.69K+ 0.35% |
$172K - $183K
|
778K
$53M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.68K+ 2.27% |
$172K - $183K
|
121K
$8.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.64K+ 3.96% |
$170K - $180K
|
69.5K
$4.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.63K+ 3.52% |
$169K - $179K
|
77.5K
$5.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2.61K+ 10.6% |
$168K - $178K
|
27.3K
$1.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.59K+ 7.14% |
$166K - $176K
|
38.8K
$2.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.5K+ 3.96% |
$160K - $170K
|
65.7K
$4.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.43K+ 1.29% |
$156K - $165K
|
191K
$13M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.43K+ 1.59% |
$156K - $165K
|
155K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.34K+ 2.24% |
$150K - $159K
|
107K
$7.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.32K+ 1.9% |
$149K - $158K
|
125K
$8.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.26K+ 8.02% |
$145K - $154K
|
30.4K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.26K+ 69.6% |
$145K - $154K
|
5.5K
$374K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.2K+ 0.53% |
$141K - $149K
|
416K
$28.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.16K+ 2.16% |
$139K - $147K
|
102K
$6.96M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.13K+ 1354.14% |
$136K - $145K
|
2.28K
$155K
|