Purchases and Sales Made in Q2 2024 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q2 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 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.98M+ 26.4% |
$109M - $116M
|
9.49M
$584M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.22M+ 1953.17% |
$67.6M - $71.6M
|
1.29M
$79.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.21M+ 497.16% |
$66.9M - $70.9M
|
1.46M
$89.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.05M+ 8.8% |
$57.9M - $61.4M
|
13M
$797M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
958K+ 97.07% |
$52.9M - $56.1M
|
1.95M
$120M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
720KNew |
$39.8M - $42.2M
|
720K
$44.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
369K+ 4.27% |
$20.4M - $21.6M
|
9.01M
$554M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
338K+ 21.81% |
$18.6M - $19.8M
|
1.89M
$116M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
266KNew |
$14.7M - $15.6M
|
266K
$16.4M
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
261KNew |
$14.4M - $15.3M
|
261K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
235K+ 2.43% |
$13M - $13.8M
|
9.9M
$609M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
231K+ 2004.37% |
$12.7M - $13.5M
|
242K
$14.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
215K+ 21.81% |
$11.9M - $12.6M
|
1.2M
$73.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
211K+ 3.48% |
$11.7M - $12.4M
|
6.27M
$386M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
198K+ 6.64% |
$10.9M - $11.6M
|
3.17M
$195M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
183KNew |
$10.1M - $10.7M
|
183K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
171K+ 3202.12% |
$9.43M - $9.99M
|
176K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
163KNew |
$9.01M - $9.55M
|
163K
$10M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
159KNew |
$8.77M - $9.29M
|
159K
$9.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
157K+ 170.64% |
$8.65M - $9.17M
|
248K
$15.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
150K+ 2.13% |
$8.31M - $8.8M
|
7.21M
$443M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
141KNew |
$7.77M - $8.23M
|
141K
$8.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
133K+ 110.4% |
$7.37M - $7.81M
|
254K
$15.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
133K+ 210.56% |
$7.36M - $7.8M
|
197K
$12.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112K+ 1.28% |
$6.16M - $6.53M
|
8.82M
$543M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
111K+ 567.21% |
$6.11M - $6.48M
|
130K
$8M
|
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
104KNew |
$5.72M - $6.06M
|
104K
$6.37M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
98.6K+ 104.93% |
$5.44M - $5.77M
|
193K
$11.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
97.4KNew |
$5.38M - $5.7M
|
97.4K
$5.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
96.6K+ 3.16% |
$5.34M - $5.66M
|
3.15M
$194M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
95.3K+ 23404.18% |
$5.26M - $5.58M
|
95.7K
$5.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
89.7K+ 100.85% |
$4.95M - $5.25M
|
179K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
79.7K+ 259.39% |
$4.4M - $4.66M
|
110K
$6.79M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
BUY
|
- |
77.3K+ 6.71% |
$4.27M - $4.53M
|
1.23M
$75.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.3K+ 0.4% |
$4.22M - $4.47M
|
19M
$1.17B
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
76.3K+ 0.4% |
$4.22M - $4.47M
|
19M
$1.17B
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
70.9K+ 4.47% |
$3.91M - $4.15M
|
1.66M
$102M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
68.8KNew |
$3.8M - $4.03M
|
68.8K
$4.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
68K+ 6.63% |
$3.76M - $3.98M
|
1.09M
$67.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
67.5KNew |
$3.73M - $3.95M
|
67.5K
$4.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
67.2K+ 193.81% |
$3.71M - $3.94M
|
102K
$6.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
66.4K+ 4.95% |
$3.67M - $3.89M
|
1.41M
$86.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
66.3K+ 18.02% |
$3.66M - $3.88M
|
434K
$26.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
62.3K+ 3.24% |
$3.44M - $3.65M
|
1.98M
$122M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
60.5KNew |
$3.34M - $3.54M
|
60.5K
$3.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
60.3K+ 200.6% |
$3.33M - $3.53M
|
90.4K
$5.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58.2K+ 5.7% |
$3.22M - $3.41M
|
1.08M
$66.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
52.8K+ 8.59% |
$2.92M - $3.09M
|
667K
$41.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
47K+ 50.88% |
$2.6M - $2.75M
|
139K
$8.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
45.6K+ 48.7% |
$2.52M - $2.67M
|
139K
$8.57M
|