Purchases and Sales Made in Q4 2025 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
216K+ 2.65% |
$14.4M - $14.9M
|
8.34M
$571M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
136K+ 7.67% |
$9.09M - $9.4M
|
1.91M
$131M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
55.5K+ 91.35% |
$3.71M - $3.84M
|
116K
$7.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
47.9K+ 10.44% |
$3.21M - $3.32M
|
507K
$34.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
31.1K+ 15.07% |
$2.08M - $2.15M
|
237K
$16.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
21.3K+ 64.46% |
$1.42M - $1.47M
|
54.3K
$3.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
19KNew |
$1.27M - $1.31M
|
19K
$1.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
14.3K+ 2.92% |
$954K - $986K
|
502K
$34.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9.62K+ 13.84% |
$644K - $665K
|
79.1K
$5.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
7.74K+ 26.37% |
$518K - $535K
|
37.1K
$2.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.26KNew |
$419K - $433K
|
6.26K
$428K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.51K+ 1.86% |
$369K - $381K
|
303K
$20.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.04K+ 75.34% |
$338K - $349K
|
11.7K
$803K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.71KNew |
$315K - $326K
|
4.71K
$322K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.24KNew |
$284K - $293K
|
4.24K
$290K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.04K+ 5.33% |
$271K - $280K
|
80K
$5.47M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.79KNew |
$253K - $262K
|
3.79K
$259K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.77K+ 22.01% |
$252K - $260K
|
20.9K
$1.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.73KNew |
$250K - $258K
|
3.73K
$255K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.57K+ 60.54% |
$239K - $247K
|
9.48K
$649K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.55K+ 1.77% |
$238K - $245K
|
204K
$13.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.11K+ 19.03% |
$208K - $215K
|
19.5K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
BUY
|
- |
2.65K+ 1.39% |
$177K - $183K
|
194K
$13.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.22K+ 19.07% |
$149K - $154K
|
13.9K
$949K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.02K+ 2.96% |
$135K - $140K
|
70.3K
$4.81M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.75K+ 12.73% |
$117K - $121K
|
15.5K
$1.06M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.45K+ 24.5% |
$96.8K - $100K
|
7.35K
$503K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
1.3K+ 2.73% |
$87.1K - $90.1K
|
49K
$3.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
490+ 0.37% |
$32.8K - $33.9K
|
131K
$8.99M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
457+ 0.46% |
$30.6K - $31.6K
|
99.4K
$6.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
217+ 2.77% |
$14.5K - $15K
|
8.05K
$551K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
189New |
$12.6K - $13.1K
|
189
$12.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
174+ 0.54% |
$11.6K - $12K
|
32.2K
$2.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
150+ 3.26% |
$10K - $10.4K
|
4.76K
$325K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
140+ 0.35% |
$9.37K - $9.68K
|
39.7K
$2.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
117+ 2.44% |
$7.83K - $8.09K
|
4.91K
$336K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
113+ 46.31% |
$7.56K - $7.82K
|
357
$24.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
96+ 3.14% |
$6.43K - $6.64K
|
3.15K
$216K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
75+ 1.69% |
$5.02K - $5.19K
|
4.52K
$309K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
57+ 0.62% |
$3.82K - $3.94K
|
9.3K
$636K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
27New |
$1.81K - $1.87K
|
27
$1.85K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.42% |
$1.07K - $1.11K
|
3.79K
$259K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 0.7% |
$602 - $623
|
1.29K
$88.3K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7+ 2.49% |
$469 - $484
|
288
$19.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.64% |
$335 - $346
|
789
$54K
|
|
|
Jan 09, 2026
Q4 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$134 - $138
|
8.24K
$564K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.01% |
$66.9 - $69.2
|
7.14K
$489K
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1+ 0.01% |
$66.9 - $69.2
|
9.34K
$639K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1- 2.08% |
$66.9 - $69.2
|
47
$3.22K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$201 - $208
|
4.47K
$306K
|
|