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 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
3.26MNew |
$209M - $222M
|
3.26M
$223M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.5M+ 4220.09% |
$96.1M - $102M
|
1.53M
$105M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.21M+ 16.39% |
$77.7M - $82.5M
|
8.61M
$589M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
968KNew |
$62.1M - $65.9M
|
968K
$66.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
870K+ 2119.62% |
$55.8M - $59.3M
|
911K
$62.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
674K+ 15.71% |
$43.2M - $45.9M
|
4.96M
$340M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
560K+ 3.18% |
$35.9M - $38.1M
|
18.2M
$1.24B
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
458K+ 4.57% |
$29.3M - $31.2M
|
10.5M
$716M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
392K+ 8.5% |
$25.1M - $26.7M
|
5M
$342M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
358KNew |
$22.9M - $24.4M
|
358K
$24.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
325K+ 14.37% |
$20.8M - $22.1M
|
2.58M
$177M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
324KNew |
$20.8M - $22.1M
|
324K
$22.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
316K+ 158.8% |
$20.2M - $21.5M
|
515K
$35.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
251K+ 1.34% |
$16.1M - $17.1M
|
19M
$1.3B
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
225K+ 286.3% |
$14.4M - $15.3M
|
304K
$20.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
219KNew |
$14.1M - $14.9M
|
219K
$15M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
196K+ 14.98% |
$12.5M - $13.3M
|
1.5M
$103M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
195K+ 1.06% |
$12.5M - $13.3M
|
18.7M
$1.28B
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
163K+ 2.05% |
$10.5M - $11.1M
|
8.12M
$556M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
155K+ 51.21% |
$9.97M - $10.6M
|
459K
$31.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
154KNew |
$9.88M - $10.5M
|
154K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
141K+ 384.11% |
$9.02M - $9.57M
|
177K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
139K+ 2.17% |
$8.93M - $9.49M
|
6.56M
$449M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
121K+ 8.13% |
$7.77M - $8.25M
|
1.61M
$110M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
119K+ 1822.51% |
$7.6M - $8.07M
|
125K
$8.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
113K+ 25182.22% |
$7.27M - $7.71M
|
114K
$7.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
102K+ 46.36% |
$6.52M - $6.92M
|
321K
$22M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
101K+ 16.3% |
$6.48M - $6.88M
|
721K
$49.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
97KNew |
$6.22M - $6.6M
|
97K
$6.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
94.1KNew |
$6.03M - $6.41M
|
94.1K
$6.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
90.3K+ 3.67% |
$5.79M - $6.15M
|
2.55M
$174M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
86.7K+ 2.68% |
$5.56M - $5.9M
|
3.32M
$227M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
81.4K+ 502.47% |
$5.22M - $5.54M
|
97.6K
$6.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.3K+ 1.27% |
$5.15M - $5.46M
|
6.38M
$437M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
77.8K+ 26.02% |
$4.99M - $5.3M
|
377K
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75.4K+ 10.4% |
$4.84M - $5.14M
|
801K
$54.8M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
74.7K+ 77.87% |
$4.79M - $5.08M
|
171K
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
67.1K+ 1073.12% |
$4.3M - $4.57M
|
73.4K
$5.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
65.5K+ 435.62% |
$4.2M - $4.46M
|
80.6K
$5.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
62.7KNew |
$4.02M - $4.27M
|
62.7K
$4.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
61.9KNew |
$3.97M - $4.22M
|
61.9K
$4.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
57.9K+ 5.33% |
$3.71M - $3.94M
|
1.14M
$78.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
56.3K+ 2376.91% |
$3.61M - $3.83M
|
58.7K
$4.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
55.8K+ 115.97% |
$3.58M - $3.8M
|
104K
$7.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
55.6K+ 36.49% |
$3.57M - $3.79M
|
208K
$14.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
52.1K+ 95.6% |
$3.34M - $3.55M
|
107K
$7.29M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
49.6K+ 265.93% |
$3.18M - $3.37M
|
68.2K
$4.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49.4K+ 193.19% |
$3.17M - $3.36M
|
75K
$5.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
49K+ 483.72% |
$3.14M - $3.34M
|
59.2K
$4.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
48.6K+ 119.17% |
$3.12M - $3.31M
|
89.4K
$6.12M
|
|