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 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
513+ 7.32% |
$32.9K - $34.9K
|
7.52K
$512K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
480New |
$30.8K - $32.7K
|
480
$32.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
BUY
|
- |
470+ 1.69% |
$30.1K - $32K
|
28.3K
$1.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
443+ 0.19% |
$28.4K - $30.2K
|
229K
$15.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
438+ 13.26% |
$28.1K - $29.8K
|
3.74K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
430+ 9.2% |
$27.6K - $29.3K
|
5.1K
$347K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
408+ 1.92% |
$26.2K - $27.8K
|
21.6K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
408+ 0.55% |
$26.2K - $27.8K
|
75K
$5.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
401+ 4.16% |
$25.7K - $27.3K
|
10K
$683K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
400+ 3.28% |
$25.6K - $27.2K
|
12.6K
$857K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
395+ 1.06% |
$25.3K - $26.9K
|
37.7K
$2.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
391+ 5.03% |
$25.1K - $26.6K
|
8.16K
$556K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
367+ 0.91% |
$23.5K - $25K
|
40.6K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
348+ 3.1% |
$22.3K - $23.7K
|
11.6K
$788K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
319+ 4.31% |
$20.5K - $21.7K
|
7.73K
$526K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
311+ 17.98% |
$19.9K - $21.2K
|
2.04K
$139K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
310+ 4.22% |
$19.9K - $21.1K
|
7.66K
$522K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
300New |
$19.2K - $20.4K
|
300
$20.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
290+ 0.14% |
$18.6K - $19.7K
|
206K
$14M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
287+ 0.27% |
$18.4K - $19.5K
|
105K
$7.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
286+ 1.56% |
$18.3K - $19.5K
|
18.7K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
282+ 0.54% |
$18.1K - $19.2K
|
52.5K
$3.57M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
281New |
$18K - $19.1K
|
281
$19.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
280+ 7.07% |
$18K - $19.1K
|
4.24K
$289K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
280+ 10.11% |
$18K - $19.1K
|
3.05K
$208K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
263+ 2.93% |
$16.9K - $17.9K
|
9.25K
$630K
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
251+ 3.22% |
$16.1K - $17.1K
|
8.05K
$548K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
249+ 1.04% |
$16K - $17K
|
24.1K
$1.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
247+ 3.15% |
$15.8K - $16.8K
|
8.08K
$550K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
245New |
$15.7K - $16.7K
|
245
$16.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
237+ 3.49% |
$15.2K - $16.1K
|
7.03K
$479K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
231+ 1.19% |
$14.8K - $15.7K
|
19.7K
$1.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
221+ 6.33% |
$14.2K - $15K
|
3.71K
$253K
|
|
|
Nov 04, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
217+ 6.6% |
$13.9K - $14.8K
|
3.51K
$239K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
215+ 2.52% |
$13.8K - $14.6K
|
8.74K
$595K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
210+ 2.57% |
$13.5K - $14.3K
|
8.37K
$570K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
198+ 5.1% |
$12.7K - $13.5K
|
4.08K
$278K
|
|
|
Oct 07, 2025
Q3 2025
|
First Community Trust Na
|
BUY
|
- |
197New |
$12.6K - $13.4K
|
197
$13.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
192+ 0.58% |
$12.3K - $13.1K
|
33.6K
$2.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
185New |
$11.9K - $12.6K
|
185
$12.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
181+ 0.55% |
$11.6K - $12.3K
|
33.3K
$2.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
180+ 0.47% |
$11.5K - $12.3K
|
38.7K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
174+ 1.51% |
$11.2K - $11.8K
|
11.7K
$797K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
167+ 0.16% |
$10.7K - $11.4K
|
104K
$7.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
155+ 1.52% |
$9.94K - $10.6K
|
10.3K
$703K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
150+ 0.5% |
$9.62K - $10.2K
|
30.4K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
148New |
$9.49K - $10.1K
|
148
$10.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
145+ 4.2% |
$9.3K - $9.87K
|
3.6K
$245K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
129+ 0.6% |
$8.27K - $8.78K
|
21.7K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
118+ 0.3% |
$7.57K - $8.03K
|
39.5K
$2.69M
|