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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
15.5K+ 10.27% |
$828K - $901K
|
167K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.2K+ 9.33% |
$813K - $885K
|
179K
$11.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
15KNew |
$801K - $872K
|
15K
$947K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15KNew |
$798K - $869K
|
15K
$944K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
14.9K+ 1.48% |
$796K - $867K
|
1.03M
$64.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.9KNew |
$794K - $864K
|
14.9K
$938K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14.9K+ 1.93% |
$793K - $863K
|
785K
$49.5M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.8K+ 8.76% |
$789K - $859K
|
184K
$11.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
14.5K+ 4.77% |
$774K - $842K
|
319K
$20.1M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
14.3K+ 2.85% |
$763K - $830K
|
515K
$32.5M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
14.2KNew |
$758K - $825K
|
14.2K
$896K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
14.1K+ 12.62% |
$754K - $821K
|
126K
$7.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.1KNew |
$750K - $817K
|
14.1K
$887K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14KNew |
$745K - $811K
|
14K
$880K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
13.5K+ 2.75% |
$718K - $782K
|
504K
$31.7M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.2K+ 18.66% |
$705K - $767K
|
84.1K
$5.3M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13.1KNew |
$699K - $761K
|
13.1K
$827K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
13K+ 60.22% |
$694K - $756K
|
34.6K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
12.9K+ 144.64% |
$688K - $749K
|
21.8K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
12.7K+ 8.32% |
$676K - $736K
|
165K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12.7K+ 4.8% |
$676K - $736K
|
277K
$17.5M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.4K+ 4.82% |
$661K - $719K
|
270K
$17M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
12.2KNew |
$653K - $711K
|
12.2K
$772K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11.6K+ 16.94% |
$619K - $674K
|
80.2K
$5.06M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.4K+ 127.02% |
$610K - $664K
|
20.4K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 3.7% |
$601K - $655K
|
316K
$19.9M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
11.2K+ 1.25% |
$598K - $651K
|
910K
$57.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
10.8K+ 2.26% |
$573K - $624K
|
487K
$30.7M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
10.7K+ 4.45% |
$570K - $620K
|
251K
$15.8M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
10.5K+ 10.34% |
$560K - $610K
|
112K
$7.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.4KNew |
$557K - $606K
|
10.4K
$658K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 5.63% |
$539K - $587K
|
190K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
9.95K+ 2.33% |
$531K - $578K
|
436K
$27.5M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.93K+ 19.5% |
$530K - $577K
|
60.9K
$3.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
9.75K+ 5.65% |
$520K - $566K
|
182K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.66K+ 23.97% |
$515K - $561K
|
49.9K
$3.15M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.63K+ 59.32% |
$513K - $559K
|
25.9K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
9.54K+ 1.7% |
$509K - $554K
|
569K
$35.9M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.49KNew |
$506K - $551K
|
9.49K
$598K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.28K+ 10.6% |
$495K - $539K
|
96.8K
$6.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
9.12KNew |
$486K - $529K
|
9.12K
$575K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
9.04K+ 99.13% |
$482K - $525K
|
18.1K
$1.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9K+ 3.45% |
$480K - $523K
|
270K
$17M
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
8.99K+ 3.12% |
$480K - $522K
|
297K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.95KNew |
$477K - $520K
|
8.95K
$564K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.92K+ 25.38% |
$476K - $518K
|
44.1K
$2.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8.92K+ 1.09% |
$475K - $518K
|
823K
$51.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.88K+ 2.17% |
$474K - $516K
|
418K
$26.3M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
8.8K+ 5.1% |
$469K - $511K
|
181K
$11.4M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
8.79K+ 20.88% |
$469K - $510K
|
50.9K
$3.21M
|