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 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4+ 0.03% |
$256 - $272
|
14.2K
$966K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3+ 0.02% |
$192 - $204
|
17.6K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.06% |
$192 - $204
|
4.62K
$315K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3+ 0.1% |
$192 - $204
|
3.13K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
3+ 0.45% |
$192 - $204
|
676
$46K
|
|
|
Oct 28, 2025
Q3 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$128 - $136
|
8.24K
$561K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.33% |
$64.1 - $68.1
|
303
$20.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.06% |
$64.1 - $68.1
|
1.66K
$113K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$64.1 - $68.1
|
6.91K
$471K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.15% |
$64.1 - $68.1
|
652
$44.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1+ 0.02% |
$64.1 - $68.1
|
5.26K
$358K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1+ 0.03% |
$64.1 - $68.1
|
3.35K
$228K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1+ 0.12% |
$64.1 - $68.1
|
821
$55.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.01% |
$64.1 - $68.1
|
7.14K
$486K
|
|
|
Oct 07, 2025
Q3 2025
|
Northside Capital Management, LLC
|
SELL
|
- |
-1- -0.0% |
$64.1 - $68.1
|
28.7K
$1.95M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-3- 0.03% |
$192 - $204
|
10.9K
$739K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-5- 0.51% |
$321 - $340
|
978
$66.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-10- 0.14% |
$641 - $681
|
7K
$476K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11- 0.27% |
$705 - $749
|
4.02K
$274K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-13- 0.04% |
$834 - $885
|
34.5K
$2.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-16- 0.3% |
$1.03K - $1.09K
|
5.29K
$360K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16- 0.34% |
$1.03K - $1.09K
|
4.74K
$323K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-17- 0.06% |
$1.09K - $1.16K
|
29.9K
$2.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18- 0.15% |
$1.15K - $1.23K
|
12K
$814K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-27- 0.77% |
$1.73K - $1.84K
|
3.5K
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-28- 0.02% |
$1.8K - $1.91K
|
187K
$12.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-29- 0.19% |
$1.86K - $1.97K
|
15.4K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-31- 0.8% |
$1.99K - $2.11K
|
3.86K
$263K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-49- 0.47% |
$3.14K - $3.34K
|
10.3K
$700K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-59- 1.06% |
$3.78K - $4.02K
|
5.5K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-66- 14.83% |
$4.23K - $4.49K
|
379
$25.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-73- 0.5% |
$4.68K - $4.97K
|
14.6K
$994K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-85- 1.22% |
$5.45K - $5.79K
|
6.86K
$467K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-85- 1.13% |
$5.45K - $5.79K
|
7.45K
$507K
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-88- 2.02% |
$5.64K - $5.99K
|
4.26K
$290K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-89- 0.78% |
$5.71K - $6.06K
|
11.3K
$767K
|
|
|
Oct 22, 2025
Q3 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-93- 1.9% |
$5.96K - $6.33K
|
4.79K
$326K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-95- 0.18% |
$6.09K - $6.47K
|
52.7K
$3.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-97- 1.31% |
$6.22K - $6.6K
|
7.32K
$499K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-106- 8.12% |
$6.8K - $7.22K
|
1.2K
$81.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-114- 18.66% |
$7.31K - $7.76K
|
497
$33.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-133- 1.94% |
$8.53K - $9.05K
|
6.72K
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-138- 0.07% |
$8.85K - $9.4K
|
189K
$12.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-139- 2.16% |
$8.91K - $9.46K
|
6.31K
$429K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-148- 2.46% |
$9.49K - $10.1K
|
5.87K
$400K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-149- 0.52% |
$9.55K - $10.1K
|
28.7K
$1.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 0.61% |
$9.62K - $10.2K
|
24.6K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
SELL
|
- |
-150- 1.84% |
$9.62K - $10.2K
|
8.01K
$546K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-150- 5.11% |
$9.62K - $10.2K
|
2.79K
$190K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-152- 1.46% |
$9.75K - $10.3K
|
10.3K
$699K
|