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 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
2.1K+ 1.21% |
$135K - $143K
|
176K
$12M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
2.04K+ 2.1% |
$131K - $139K
|
99K
$6.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
2.03K+ 9.6% |
$130K - $138K
|
23.2K
$1.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.01K+ 3.61% |
$129K - $137K
|
57.8K
$3.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.9K+ 2.17% |
$122K - $129K
|
89.6K
$6.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.89K+ 6.91% |
$121K - $128K
|
29.2K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.75K+ 41.99% |
$112K - $119K
|
5.9K
$402K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.65K+ 12.12% |
$106K - $112K
|
15.3K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.65K+ 0.84% |
$105K - $112K
|
197K
$13.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.6K+ 14.35% |
$102K - $109K
|
12.7K
$865K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 10.81% |
$102K - $108K
|
16.2K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.52K+ 6.41% |
$97.6K - $104K
|
25.3K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.49K+ 1.76% |
$95.7K - $102K
|
86.5K
$5.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.45K+ 8.06% |
$93.1K - $98.9K
|
19.5K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.39K+ 2.04% |
$89.1K - $94.6K
|
69.5K
$4.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.29K+ 0.68% |
$82.6K - $87.7K
|
192K
$13M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.26K+ 20.94% |
$81K - $86.1K
|
7.3K
$497K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.26K+ 9.33% |
$80.7K - $85.7K
|
14.7K
$1M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.18K+ 27.78% |
$75.7K - $80.3K
|
5.43K
$370K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 4.52% |
$73.4K - $77.9K
|
26.5K
$1.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.14K+ 0.67% |
$73.3K - $77.8K
|
171K
$11.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.09K+ 22.62% |
$69.8K - $74.1K
|
5.9K
$402K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.05K+ 9.31% |
$67.3K - $71.5K
|
12.3K
$839K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.04K+ 7.27% |
$66.4K - $70.5K
|
15.3K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.03KNew |
$65.9K - $70K
|
1.03K
$70K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
923+ 13.45% |
$59.2K - $62.8K
|
7.79K
$530K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
909+ 7.53% |
$58.3K - $61.9K
|
13K
$884K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
908+ 4.48% |
$58.2K - $61.8K
|
21.2K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
891+ 99.11% |
$57.1K - $60.7K
|
1.79K
$122K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
868+ 0.73% |
$55.7K - $59.1K
|
120K
$8.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
866+ 2.78% |
$55.5K - $59K
|
32.1K
$2.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
844+ 2.37% |
$54.1K - $57.5K
|
36.5K
$2.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
818+ 0.9% |
$52.5K - $55.7K
|
91.6K
$6.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
800New |
$51.3K - $54.5K
|
800
$54.5K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
775+ 20.5% |
$49.7K - $52.8K
|
4.56K
$310K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
771+ 4.95% |
$49.4K - $52.5K
|
16.4K
$1.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
759+ 0.39% |
$48.7K - $51.7K
|
196K
$13.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
725+ 1.62% |
$46.5K - $49.4K
|
45.6K
$3.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Hoese & CO LLP
|
BUY
|
- |
700+ 0.67% |
$44.9K - $47.7K
|
105K
$7.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
678New |
$43.5K - $46.2K
|
678
$46.2K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
673+ 10.49% |
$43.2K - $45.8K
|
7.09K
$483K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
641+ 3.79% |
$41.1K - $43.6K
|
17.5K
$1.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
586+ 8.08% |
$37.6K - $39.9K
|
7.84K
$534K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
584+ 68.14% |
$37.4K - $39.8K
|
1.44K
$98.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
571+ 8.23% |
$36.6K - $38.9K
|
7.51K
$511K
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
563+ 1.32% |
$36.1K - $38.3K
|
43.2K
$2.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
563+ 1.37% |
$36.1K - $38.3K
|
41.7K
$2.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
553+ 12.7% |
$35.5K - $37.6K
|
4.91K
$334K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
551+ 3.1% |
$35.3K - $37.5K
|
18.3K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
522+ 10.04% |
$33.5K - $35.5K
|
5.72K
$390K
|