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 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
355KNew |
$23.8M - $24.6M
|
355K
$24.3M
|
|
|
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 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
75.8K+ 62.33% |
$5.08M - $5.25M
|
198K
$13.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
55.5K+ 91.35% |
$3.71M - $3.84M
|
116K
$7.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
53.3K+ 754.59% |
$3.57M - $3.69M
|
60.4K
$4.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
49.5K+ 25.25% |
$3.31M - $3.42M
|
245K
$16.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
47.9K+ 10.44% |
$3.21M - $3.32M
|
507K
$34.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
34.1K+ 36.48% |
$2.28M - $2.36M
|
128K
$8.74M
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
31.1K+ 15.07% |
$2.08M - $2.15M
|
237K
$16.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
28.6K+ 17.34% |
$1.92M - $1.98M
|
194K
$13.2M
|
|
|
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 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 4.53% |
$1.12M - $1.16M
|
387K
$26.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 13.09% |
$975K - $1.01M
|
126K
$8.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
14.3K+ 2.92% |
$954K - $986K
|
502K
$34.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.2K+ 16.89% |
$885K - $915K
|
91.5K
$6.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9.62K+ 13.84% |
$644K - $665K
|
79.1K
$5.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
9.54K+ 9.12% |
$638K - $660K
|
114K
$7.81M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.24K+ 81.68% |
$619K - $639K
|
20.6K
$1.41M
|
|
|
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 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.98K+ 1123.02% |
$333K - $344K
|
5.42K
$371K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.71KNew |
$315K - $326K
|
4.71K
$322K
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
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 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.13K+ 33.53% |
$277K - $286K
|
16.5K
$1.13M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.04K+ 5.33% |
$271K - $280K
|
80K
$5.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.84K+ 84.55% |
$257K - $266K
|
8.38K
$574K
|
|
|
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 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
3.63KNew |
$243K - $251K
|
3.63K
$248K
|
|
|
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 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
3.21KNew |
$215K - $222K
|
3.21K
$220K
|
|
|
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 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.39K+ 2.2% |
$160K - $165K
|
111K
$7.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.22K+ 19.07% |
$149K - $154K
|
13.9K
$949K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.2K+ 1.12% |
$147K - $152K
|
199K
$13.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.18K+ 1.74% |
$146K - $151K
|
127K
$8.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.02K+ 2.96% |
$135K - $140K
|
70.3K
$4.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.98KNew |
$133K - $137K
|
1.98K
$136K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.88K+ 2.34% |
$126K - $130K
|
82.3K
$5.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.83K+ 19.82% |
$123K - $127K
|
11.1K
$759K
|
|
|
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
|
|