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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6+ 0.05% |
$331 - $351
|
11.7K
$719K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.01% |
$331 - $351
|
84.1K
$5.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.32% |
$276 - $293
|
1.57K
$96K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.58% |
$276 - $293
|
869
$53.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.53% |
$221 - $234
|
762
$46.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 0.37% |
$221 - $234
|
1.1K
$67.2K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.1% |
$221 - $234
|
3.86K
$237K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.61% |
$221 - $234
|
661
$40.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.36% |
$166 - $176
|
836
$51.3K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.08% |
$166 - $176
|
3.6K
$221K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$110 - $117
|
2
$123
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$110 - $117
|
2
$123
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$110 - $117
|
8.22K
$505K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$55.2 - $58.6
|
11.8K
$721K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$55.2 - $58.6
|
7.09K
$435K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$55.2 - $58.6
|
1.64K
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1- 0.01% |
$55.2 - $58.6
|
6.88K
$422K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1- 0.02% |
$55.2 - $58.6
|
5.35K
$328K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2- -0.0% |
$110 - $117
|
58K
$3.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-4- 0.06% |
$221 - $234
|
6.5K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.02% |
$276 - $293
|
29.3K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-6- 0.13% |
$331 - $351
|
4.61K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-8- 0.1% |
$442 - $468
|
7.9K
$485K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9- 0.25% |
$497 - $527
|
3.61K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-9- 0.02% |
$497 - $527
|
39K
$2.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-10- 0.18% |
$552 - $586
|
5.47K
$336K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-13- 0.26% |
$718 - $761
|
5K
$307K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-15- 0.09% |
$828 - $878
|
15.8K
$973K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-15- 0.28% |
$828 - $878
|
5.41K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18- 94.74% |
$994 - $1.05K
|
1
$61.4
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-24- 0.02% |
$1.33K - $1.41K
|
112K
$6.88M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-28- 0.04% |
$1.55K - $1.64K
|
79.3K
$4.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-30- 0.21% |
$1.66K - $1.76K
|
14.1K
$862K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-30- 0.16% |
$1.66K - $1.76K
|
18.7K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.5% |
$1.71K - $1.82K
|
6.19K
$380K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33- -0.0% |
$1.82K - $1.93K
|
942K
$57.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-34- 0.19% |
$1.88K - $1.99K
|
18.2K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-34- 0.06% |
$1.88K - $1.99K
|
53.7K
$3.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-38- 0.11% |
$2.1K - $2.22K
|
33.9K
$2.08M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.81% |
$2.15K - $2.28K
|
4.78K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-39- 0.16% |
$2.15K - $2.28K
|
25.1K
$1.54M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-40- 2.51% |
$2.21K - $2.34K
|
1.55K
$95.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-40- 0.17% |
$2.21K - $2.34K
|
23.7K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-41- 0.85% |
$2.26K - $2.4K
|
4.79K
$294K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-43- 0.53% |
$2.37K - $2.52K
|
8.13K
$499K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-50- 0.22% |
$2.76K - $2.93K
|
22.2K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-50- 63.29% |
$2.76K - $2.93K
|
29
$1.78K
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-52- 0.59% |
$2.87K - $3.04K
|
8.81K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-55- 0.1% |
$3.04K - $3.22K
|
56K
$3.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-55- 1.0% |
$3.04K - $3.22K
|
5.45K
$334K
|