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 |
---|---|---|---|---|---|---|---|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.31K+ 12.45% |
$69.7K - $75.9K
|
11.8K
$726K
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.22KNew |
$65.1K - $70.9K
|
1.22K
$75.1K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.22KNew |
$64.9K - $70.7K
|
1.22K
$74.9K
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
1.13K+ 15.45% |
$60.3K - $65.6K
|
8.45K
$520K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.13K+ 0.48% |
$60.2K - $65.5K
|
235K
$14.5M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 22.7% |
$57.3K - $62.4K
|
5.81K
$357K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.05K+ 4.62% |
$55.7K - $60.7K
|
23.7K
$1.46M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 17.79% |
$54.9K - $59.8K
|
6.82K
$420K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 2.11% |
$54.7K - $59.6K
|
49.7K
$3.06M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.02K+ 7.84% |
$54.2K - $59K
|
14K
$861K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.01K+ 4.75% |
$53.8K - $58.6K
|
22.3K
$1.37M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
987+ 60.74% |
$52.6K - $57.3K
|
2.61K
$161K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
977+ 1.99% |
$52.1K - $56.7K
|
50.1K
$3.08M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
951+ 3.36% |
$50.7K - $55.2K
|
29.3K
$1.8M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
900+ 16.67% |
$48K - $52.3K
|
6.3K
$388K
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
897+ 17.29% |
$47.8K - $52.1K
|
6.09K
$374K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
890+ 5.52% |
$47.5K - $51.7K
|
17K
$1.05M
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
880+ 2.94% |
$46.9K - $51.1K
|
30.8K
$1.89M
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
863+ 7.78% |
$46K - $50.1K
|
12K
$736K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
836+ 1.82% |
$44.6K - $48.5K
|
46.7K
$2.87M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
832+ 20.33% |
$44.4K - $48.3K
|
4.92K
$303K
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
812+ 1.78% |
$43.3K - $47.1K
|
46.3K
$2.85M
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
790+ 19.06% |
$42.1K - $45.9K
|
4.94K
$304K
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
786+ 5.91% |
$41.9K - $45.6K
|
14.1K
$866K
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
780+ 2.51% |
$41.6K - $45.3K
|
31.9K
$1.96M
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
770+ 0.38% |
$41.1K - $44.7K
|
205K
$12.6M
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
758New |
$40.4K - $44K
|
758
$46.6K
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
739+ 0.81% |
$39.4K - $42.9K
|
92K
$5.66M
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
739+ 5.63% |
$39.4K - $42.9K
|
13.9K
$853K
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
716+ 15.6% |
$38.2K - $41.6K
|
5.31K
$326K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
707+ 7.0% |
$37.7K - $41K
|
10.8K
$665K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
686New |
$36.6K - $39.8K
|
686
$42.2K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
685+ 7.58% |
$36.5K - $39.8K
|
9.72K
$598K
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
662+ 14.73% |
$35.3K - $38.4K
|
5.16K
$317K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
650+ 3.53% |
$34.7K - $37.7K
|
19.1K
$1.17M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
646+ 4.8% |
$34.5K - $37.5K
|
14.1K
$868K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
645+ 6.56% |
$34.4K - $37.4K
|
10.5K
$644K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
619+ 10.02% |
$33K - $35.9K
|
6.8K
$418K
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
610+ 1.95% |
$32.5K - $35.4K
|
31.9K
$1.96M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
598New |
$31.9K - $34.7K
|
598
$36.8K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
590+ 30.73% |
$31.5K - $34.3K
|
2.51K
$154K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
558+ 1.24% |
$29.8K - $32.4K
|
45.7K
$2.81M
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
554+ 1.29% |
$29.5K - $32.2K
|
43.6K
$2.68M
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
528+ 1.72% |
$28.2K - $30.7K
|
31.2K
$1.92M
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
503+ 4.33% |
$26.8K - $29.2K
|
12.1K
$746K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
500New |
$26.7K - $29K
|
500
$30.8K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
500+ 25.0% |
$26.7K - $29K
|
2.5K
$154K
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
500New |
$26.7K - $29K
|
500
$30.8K
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
479+ 3.19% |
$25.5K - $27.8K
|
15.5K
$954K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
471New |
$25.1K - $27.3K
|
471
$29K
|