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
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
116+ 0.53% |
$7.44K - $7.9K
|
22K
$1.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
114+ 0.6% |
$7.31K - $7.76K
|
19.2K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
105New |
$6.73K - $7.15K
|
105
$7.15K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
104New |
$6.67K - $7.08K
|
104
$7.08K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
94New |
$6.03K - $6.4K
|
94
$6.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
88+ 0.89% |
$5.64K - $5.99K
|
9.97K
$679K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
86+ 1.03% |
$5.51K - $5.85K
|
8.4K
$572K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
82+ 33.74% |
$5.26K - $5.58K
|
325
$22.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
81New |
$5.19K - $5.51K
|
81
$5.52K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
78+ 46.99% |
$5K - $5.31K
|
244
$16.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
77+ 350.0% |
$4.94K - $5.24K
|
99
$6.74K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
69New |
$4.42K - $4.7K
|
69
$4.7K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
62+ 0.55% |
$3.98K - $4.22K
|
11.3K
$772K
|
|
|
Oct 07, 2025
Q3 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
55+ 0.33% |
$3.53K - $3.74K
|
16.8K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
54+ 0.88% |
$3.46K - $3.68K
|
6.2K
$422K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
54+ 0.13% |
$3.46K - $3.68K
|
40.2K
$2.74M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
52+ 0.41% |
$3.33K - $3.54K
|
12.8K
$869K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
48+ 2.87% |
$3.08K - $3.27K
|
1.72K
$117K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
47+ 3.2% |
$3.01K - $3.2K
|
1.52K
$103K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
32+ 0.14% |
$2.05K - $2.18K
|
23.7K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
30+ 0.42% |
$1.92K - $2.04K
|
7.19K
$489K
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
29+ 0.54% |
$1.86K - $1.97K
|
5.35K
$365K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
29+ 0.24% |
$1.86K - $1.97K
|
12K
$814K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 1.77% |
$1.8K - $1.91K
|
1.61K
$110K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25+ 0.33% |
$1.6K - $1.7K
|
7.72K
$525K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
24+ 0.54% |
$1.54K - $1.63K
|
4.47K
$304K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
22+ 0.16% |
$1.41K - $1.5K
|
13.7K
$935K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
22+ 0.31% |
$1.41K - $1.5K
|
7.18K
$489K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
21+ 0.29% |
$1.35K - $1.43K
|
7.35K
$500K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
21+ 0.49% |
$1.35K - $1.43K
|
4.33K
$295K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
19+ 0.52% |
$1.22K - $1.29K
|
3.65K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
19+ 0.02% |
$1.22K - $1.29K
|
111K
$7.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 1.94% |
$1.22K - $1.29K
|
996
$67.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
17+ 0.54% |
$1.09K - $1.16K
|
3.17K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
15+ 0.55% |
$962 - $1.02K
|
2.72K
$185K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.37% |
$898 - $953
|
3.77K
$257K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13+ 0.34% |
$834 - $885
|
3.85K
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
12+ 0.52% |
$769 - $817
|
2.34K
$159K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
11+ 0.19% |
$705 - $749
|
5.9K
$402K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.13% |
$513 - $545
|
6.26K
$426K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 0.55% |
$449 - $477
|
1.28K
$87.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7+ 0.13% |
$449 - $477
|
5.4K
$368K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6+ 0.55% |
$385 - $408
|
1.1K
$74.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5+ 0.03% |
$321 - $340
|
19.6K
$1.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5+ 0.03% |
$321 - $340
|
14.9K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5+ 0.15% |
$321 - $340
|
3.26K
$222K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.41% |
$256 - $272
|
980
$66.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.03% |
$256 - $272
|
11.8K
$805K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4+ 0.03% |
$256 - $272
|
13.6K
$929K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.51% |
$256 - $272
|
784
$53.4K
|