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
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-153- 7.29% |
$9.81K - $10.4K
|
1.95K
$133K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-163- 1.37% |
$10.5K - $11.1K
|
11.8K
$800K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-166- 5.15% |
$10.6K - $11.3K
|
3.06K
$208K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-166- 0.86% |
$10.6K - $11.3K
|
19K
$1.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-167- 1.09% |
$10.7K - $11.4K
|
15.2K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-171- 4.26% |
$11K - $11.6K
|
3.85K
$262K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-180- 1.79% |
$11.5K - $12.3K
|
9.87K
$672K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-181- 0.68% |
$11.6K - $12.3K
|
26.4K
$1.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-184- 1.5% |
$11.8K - $12.5K
|
12.1K
$822K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-192- 10.23% |
$12.3K - $13.1K
|
1.69K
$115K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-194- 0.52% |
$12.4K - $13.2K
|
37.3K
$2.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-218- 2.34% |
$14K - $14.8K
|
9.08K
$618K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-218- 0.63% |
$14K - $14.8K
|
34.3K
$2.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-225- 1.67% |
$14.4K - $15.3K
|
13.2K
$901K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-229- 88.76% |
$14.7K - $15.6K
|
29
$1.97K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-255- 12.48% |
$16.4K - $17.4K
|
1.79K
$122K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-257- 0.22% |
$16.5K - $17.5K
|
116K
$7.9M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-270- 2.11% |
$17.3K - $18.4K
|
12.5K
$851K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-274- 5.12% |
$17.6K - $18.7K
|
5.07K
$345K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-276- 9.17% |
$17.7K - $18.8K
|
2.73K
$186K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-277- 2.49% |
$17.8K - $18.9K
|
10.9K
$740K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-282- 2.06% |
$18.1K - $19.2K
|
13.4K
$913K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-287- 5.86% |
$18.4K - $19.5K
|
4.61K
$314K
|
|
|
Nov 05, 2025
Q3 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-300- 2.83% |
$19.2K - $20.4K
|
10.3K
$701K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-303- 9.03% |
$19.4K - $20.6K
|
3.05K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-310- 5.49% |
$19.9K - $21.1K
|
5.34K
$363K
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-325- 1.76% |
$20.8K - $22.1K
|
18.1K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-328- 7.65% |
$21K - $22.3K
|
3.96K
$269K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-355- 3.49% |
$22.8K - $24.2K
|
9.81K
$668K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-362- 88.08% |
$23.2K - $24.6K
|
49
$3.34K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-369- 94.13% |
$23.7K - $25.1K
|
23
$1.57K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-373- 2.1% |
$23.9K - $25.4K
|
17.4K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-374- 2.31% |
$24K - $25.5K
|
15.8K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-376- 1.6% |
$24.1K - $25.6K
|
23.2K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-378- 10.26% |
$24.2K - $25.7K
|
3.31K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-387- 89.17% |
$24.8K - $26.3K
|
47
$3.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-411- 6.15% |
$26.4K - $28K
|
6.27K
$427K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-421- 2.83% |
$27K - $28.7K
|
14.4K
$983K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-426- 17.55% |
$27.3K - $29K
|
2K
$136K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-447- 7.95% |
$28.7K - $30.4K
|
5.18K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-450- 3.28% |
$28.9K - $30.6K
|
13.3K
$904K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-455- 3.02% |
$29.2K - $31K
|
14.6K
$994K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-465- 5.45% |
$29.8K - $31.7K
|
8.07K
$550K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-480- 0.29% |
$30.8K - $32.7K
|
165K
$11.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-499- 4.7% |
$32K - $34K
|
10.1K
$689K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-499- 52.97% |
$32K - $34K
|
443
$30.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-524- 26.64% |
$33.6K - $35.7K
|
1.44K
$98.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-526- 0.3% |
$33.7K - $35.8K
|
173K
$11.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-538- 15.21% |
$34.5K - $36.6K
|
3K
$204K
|
|
|
Nov 05, 2025
Q3 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-553- 5.59% |
$35.5K - $37.6K
|
9.34K
$636K
|