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 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-57- 0.63% |
$3.15K - $3.34K
|
9.06K
$556K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-60- 0.85% |
$3.31K - $3.51K
|
7K
$430K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-61- 1.15% |
$3.37K - $3.57K
|
5.23K
$321K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-62- 0.48% |
$3.42K - $3.63K
|
12.8K
$784K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63- 0.68% |
$3.48K - $3.69K
|
9.18K
$563K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-65- 1.34% |
$3.59K - $3.81K
|
4.8K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-65- 0.07% |
$3.59K - $3.81K
|
99.9K
$6.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-68- 0.09% |
$3.76K - $3.98K
|
76K
$4.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-72- 0.57% |
$3.98K - $4.22K
|
12.6K
$773K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-73- 0.9% |
$4.03K - $4.27K
|
8.01K
$492K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-78- 1.66% |
$4.31K - $4.57K
|
4.61K
$283K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-80- 1.33% |
$4.42K - $4.68K
|
5.93K
$364K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-82- 1.12% |
$4.53K - $4.8K
|
7.24K
$444K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-86- 0.63% |
$4.75K - $5.04K
|
13.5K
$830K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-87- 3.04% |
$4.81K - $5.09K
|
2.78K
$170K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-95- 0.33% |
$5.25K - $5.56K
|
28.6K
$1.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-96- 0.28% |
$5.3K - $5.62K
|
33.7K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-98- 1.27% |
$5.41K - $5.74K
|
7.61K
$467K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-98- 2.52% |
$5.41K - $5.74K
|
3.79K
$233K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-100- 9.57% |
$5.52K - $5.86K
|
945
$58K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-100- 0.92% |
$5.52K - $5.86K
|
10.7K
$659K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-104- 0.54% |
$5.74K - $6.09K
|
19.2K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-105- 2.56% |
$5.8K - $6.15K
|
4K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-105- 7.07% |
$5.8K - $6.15K
|
1.38K
$84.7K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-112- 0.85% |
$6.19K - $6.56K
|
13K
$800K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-112- 1.96% |
$6.19K - $6.56K
|
5.59K
$343K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-113- 0.33% |
$6.24K - $6.62K
|
34.2K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-117- 25.49% |
$6.46K - $6.85K
|
342
$21K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-120- 0.81% |
$6.63K - $7.03K
|
14.6K
$897K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-122- 11.69% |
$6.74K - $7.14K
|
922
$56.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-122- 0.7% |
$6.74K - $7.14K
|
17.2K
$1.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-129- 1.42% |
$7.12K - $7.55K
|
8.96K
$550K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-130- 0.51% |
$7.18K - $7.61K
|
25.4K
$1.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-135- 3.19% |
$7.46K - $7.9K
|
4.1K
$251K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-136- 52.92% |
$7.51K - $7.96K
|
121
$7.43K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-137- 2.44% |
$7.57K - $8.02K
|
5.47K
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-142- 2.21% |
$7.84K - $8.31K
|
6.28K
$386K
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-143- 11.71% |
$7.9K - $8.37K
|
1.08K
$66.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-144- 3.82% |
$7.95K - $8.43K
|
3.63K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-145- 2.13% |
$8.01K - $8.49K
|
6.65K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-150- 0.58% |
$8.28K - $8.78K
|
25.8K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-152- 0.41% |
$8.39K - $8.9K
|
36.7K
$2.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-153- 3.65% |
$8.45K - $8.96K
|
4.04K
$248K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-155- 3.53% |
$8.56K - $9.08K
|
4.23K
$260K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-156- 2.03% |
$8.62K - $9.13K
|
7.53K
$462K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-156- 0.1% |
$8.62K - $9.13K
|
151K
$9.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-170- 3.76% |
$9.39K - $9.95K
|
4.35K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-170- 1.52% |
$9.39K - $9.95K
|
11.1K
$678K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-171- 0.42% |
$9.44K - $10K
|
40.6K
$2.49M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-173- 9.13% |
$9.55K - $10.1K
|
1.72K
$106K
|