Purchases and Sales Made in Q1 2024 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.35M+ 32.23% |
$126M - $137M
|
9.66M
$609M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.65M+ 596.15% |
$87.8M - $95.6M
|
1.92M
$121M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
747K+ 6.69% |
$39.8M - $43.4M
|
11.9M
$750M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
596K+ 62.61% |
$31.8M - $34.6M
|
1.55M
$97.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
484K+ 127.13% |
$25.8M - $28.1M
|
864K
$54.5M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
437K+ 22.37% |
$23.3M - $25.4M
|
2.39M
$151M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
381KNew |
$20.3M - $22.1M
|
381K
$24M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
335KNew |
$17.9M - $19.4M
|
335K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
311K+ 46.01% |
$16.6M - $18.1M
|
987K
$62.2M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
260K+ 35.84% |
$13.9M - $15.1M
|
985K
$62.1M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
209KNew |
$11.2M - $12.2M
|
209K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
209K+ 36.37% |
$11.2M - $12.1M
|
785K
$49.5M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
171K+ 221.83% |
$9.11M - $9.92M
|
248K
$15.6M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
169KNew |
$9.04M - $9.84M
|
169K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 2.12% |
$7.89M - $8.59M
|
7.13M
$450M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
147K+ 45.48% |
$7.86M - $8.56M
|
472K
$29.7M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
144K+ 135.65% |
$7.66M - $8.34M
|
250K
$15.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
139K+ 1.88% |
$7.4M - $8.05M
|
7.51M
$473M
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
131K+ 59.78% |
$6.97M - $7.59M
|
349K
$22M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
122K+ 242.72% |
$6.52M - $7.1M
|
173K
$10.9M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
121KNew |
$6.45M - $7.02M
|
121K
$7.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
115K+ 121.05% |
$6.13M - $6.68M
|
210K
$13.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
99.2K+ 6.68% |
$5.29M - $5.76M
|
1.59M
$99.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.5K+ 1.11% |
$5.04M - $5.49M
|
8.64M
$545M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
93.3KNew |
$4.98M - $5.42M
|
93.3K
$5.88M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
88.9KNew |
$4.74M - $5.16M
|
88.9K
$5.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
82.8K+ 78.1% |
$4.41M - $4.81M
|
189K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77.1K+ 1.47% |
$4.11M - $4.48M
|
5.33M
$336M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
76.9KNew |
$4.1M - $4.46M
|
76.9K
$4.85M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
71.6K+ 90.88% |
$3.82M - $4.16M
|
150K
$9.48M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
67.8K+ 36.21% |
$3.62M - $3.94M
|
255K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.8KNew |
$3.51M - $3.82M
|
65.8K
$4.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
64.9KNew |
$3.46M - $3.77M
|
64.9K
$4.09M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
64.5K+ 14.7% |
$3.44M - $3.75M
|
503K
$31.7M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
63.2K+ 5.8% |
$3.37M - $3.67M
|
1.15M
$72.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
61.6K+ 11.13% |
$3.28M - $3.58M
|
615K
$38.7M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
60.6K+ 1255.37% |
$3.23M - $3.52M
|
65.5K
$4.13M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
58.5K+ 26.7% |
$3.12M - $3.4M
|
278K
$17.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
57.8K+ 26.67% |
$3.08M - $3.35M
|
274K
$17.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
57.4K+ 10.18% |
$3.06M - $3.33M
|
621K
$39.1M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
56.2K+ 19.95% |
$3M - $3.26M
|
338K
$21.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.5K+ 6.26% |
$2.96M - $3.22M
|
942K
$59.4M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
52K+ 43.76% |
$2.78M - $3.02M
|
171K
$10.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
51.5K+ 21.15% |
$2.75M - $2.99M
|
295K
$18.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
50.7K+ 5.22% |
$2.7M - $2.94M
|
1.02M
$64.4M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.4K+ 1.63% |
$2.58M - $2.81M
|
3.02M
$190M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.8K+ 2.37% |
$2.5M - $2.72M
|
2.02M
$127M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
46.3K+ 6.92% |
$2.47M - $2.69M
|
716K
$45.1M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.4K+ 431.21% |
$2.42M - $2.63M
|
55.9K
$3.52M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
43.9K+ 10.53% |
$2.34M - $2.55M
|
461K
$29.1M
|