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 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-474- 1.28% |
$26.2K - $27.8K
|
36.7K
$2.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-479- 2.0% |
$26.5K - $28K
|
23.4K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-489- 0.97% |
$27K - $28.6K
|
50K
$3.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-505- 5.25% |
$27.9K - $29.6K
|
9.11K
$559K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-506- 12.39% |
$27.9K - $29.6K
|
3.58K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-522- 2.17% |
$28.8K - $30.6K
|
23.5K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-535- 0.48% |
$29.5K - $31.3K
|
110K
$6.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-540- 0.49% |
$29.8K - $31.6K
|
109K
$6.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-548- 9.84% |
$30.3K - $32.1K
|
5.02K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-566- 4.86% |
$31.3K - $33.1K
|
11.1K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-591- 13.98% |
$32.6K - $34.6K
|
3.64K
$223K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-597- 3.81% |
$33K - $35K
|
15.1K
$925K
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-601- 7.15% |
$33.2K - $35.2K
|
7.81K
$479K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-603- 3.56% |
$33.3K - $35.3K
|
16.3K
$1M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-615- 0.48% |
$34K - $36K
|
129K
$7.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-617- 2.28% |
$34.1K - $36.1K
|
26.4K
$1.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-670- 8.2% |
$37K - $39.2K
|
7.5K
$460K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-673- 4.28% |
$37.2K - $39.4K
|
15K
$923K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-681- 10.41% |
$37.6K - $39.9K
|
5.86K
$360K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-703- 6.03% |
$38.8K - $41.2K
|
11K
$672K
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
SELL
|
- |
-717- 7.77% |
$39.6K - $42K
|
8.51K
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-725- 2.3% |
$40K - $42.4K
|
30.7K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-727- 41.42% |
$40.2K - $42.6K
|
1.03K
$63.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
SELL
|
- |
-750- 2.87% |
$41.4K - $43.9K
|
25.4K
$1.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-754- 2.82% |
$41.6K - $44.1K
|
26K
$1.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-774- 3.32% |
$42.7K - $45.3K
|
22.5K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-787- 3.26% |
$43.5K - $46.1K
|
23.4K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-787- 0.43% |
$43.5K - $46.1K
|
180K
$11.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-792- 5.98% |
$43.7K - $46.4K
|
12.5K
$765K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-832- 16.9% |
$46K - $48.7K
|
4.09K
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-870- 0.5% |
$48.1K - $50.9K
|
172K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-892- 8.99% |
$49.3K - $52.2K
|
9.03K
$554K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-906- 4.26% |
$50K - $53K
|
20.4K
$1.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-933- 3.67% |
$51.5K - $54.6K
|
24.5K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-934- 21.92% |
$51.6K - $54.7K
|
3.33K
$204K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-953- 3.38% |
$52.6K - $55.8K
|
27.2K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-959- 1.58% |
$53K - $56.1K
|
59.9K
$3.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-962- 2.71% |
$53.1K - $56.3K
|
34.6K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.04K- 0.68% |
$57.4K - $60.9K
|
151K
$9.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 13.69% |
$58.5K - $62.1K
|
6.69K
$410K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1.08K- 5.64% |
$59.4K - $62.9K
|
18K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.08K- 22.19% |
$59.8K - $63.4K
|
3.8K
$233K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.11K- 3.37% |
$61.1K - $64.8K
|
31.7K
$1.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-1.13K- 0.54% |
$62.4K - $66.2K
|
207K
$12.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.18K- 4.35% |
$65K - $68.9K
|
25.8K
$1.59M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.18K- 0.56% |
$65K - $68.9K
|
208K
$12.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.19K- 6.9% |
$65.6K - $69.6K
|
16K
$983K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.2K- 2.72% |
$66.3K - $70.3K
|
43K
$2.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.21K- 14.83% |
$66.7K - $70.7K
|
6.94K
$426K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.22K- 5.49% |
$67.4K - $71.5K
|
21K
$1.29M
|