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 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.24K- 9.46% |
$68.5K - $72.7K
|
11.9K
$729K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.24K- 1.67% |
$68.5K - $72.7K
|
73K
$4.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.27K- 0.54% |
$70K - $74.2K
|
234K
$14.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.32K- 3.27% |
$73.1K - $77.5K
|
39.1K
$2.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 9.31% |
$77K - $81.6K
|
13.6K
$833K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4K- 24.77% |
$77.2K - $81.9K
|
4.25K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.43K- 4.68% |
$78.9K - $83.6K
|
29.1K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.44K- 1.52% |
$79.6K - $84.4K
|
93.4K
$5.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.44K- 7.55% |
$79.8K - $84.5K
|
17.7K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.46K- 9.74% |
$80.5K - $85.3K
|
13.5K
$829K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.54K- 3.62% |
$85.1K - $90.2K
|
41K
$2.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.63K- 8.56% |
$90K - $95.4K
|
17.4K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.66K- 20.91% |
$91.8K - $97.3K
|
6.29K
$386K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.69K- 5.7% |
$93.1K - $98.7K
|
27.9K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.7K- 29.33% |
$93.7K - $99.4K
|
4.09K
$251K
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.7K- 6.65% |
$94.1K - $99.7K
|
23.9K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-1.71K- 2.06% |
$94.3K - $100K
|
81.3K
$4.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.72K- 6.22% |
$95K - $101K
|
25.9K
$1.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.75K- 5.15% |
$96.6K - $102K
|
32.2K
$1.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.77K- 5.27% |
$97.9K - $104K
|
31.9K
$1.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.83K- 16.9% |
$101K - $107K
|
8.98K
$551K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.97K- 2.44% |
$109K - $115K
|
78.6K
$4.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.01K- 9.89% |
$111K - $118K
|
18.3K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.04K- 6.06% |
$113K - $120K
|
31.7K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.08K- 1.84% |
$115K - $121K
|
111K
$6.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.08K- 6.29% |
$115K - $122K
|
31K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.18K- 19.82% |
$120K - $127K
|
8.8K
$540K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.27K- 26.89% |
$126K - $133K
|
6.18K
$379K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-2.32K- 1.4% |
$128K - $136K
|
164K
$10M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.32K- 15.1% |
$128K - $136K
|
13K
$800K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.33K- 16.87% |
$129K - $136K
|
11.5K
$705K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.33K- 3.04% |
$129K - $137K
|
74.3K
$4.56M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.38K- 0.5% |
$132K - $139K
|
474K
$29.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.46K- 25.65% |
$136K - $144K
|
7.14K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.52K- 30.13% |
$139K - $148K
|
5.85K
$359K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.61K- 41.88% |
$144K - $153K
|
3.62K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.62K- 41.45% |
$145K - $154K
|
3.71K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.67K- 3.69% |
$148K - $157K
|
69.7K
$4.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.71K- 8.79% |
$150K - $159K
|
28.2K
$1.73M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.72K- 5.92% |
$150K - $159K
|
43.2K
$2.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.77K- 1.63% |
$153K - $162K
|
167K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-2.82K- 0.74% |
$156K - $165K
|
379K
$23.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.88K- 12.16% |
$159K - $169K
|
20.8K
$1.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.93K- 10.01% |
$162K - $172K
|
26.4K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.97K- 7.52% |
$164K - $174K
|
36.5K
$2.24M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.03K- 9.5% |
$167K - $177K
|
28.9K
$1.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.12K- 40.8% |
$172K - $183K
|
4.52K
$278K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3.12K- 25.65% |
$172K - $183K
|
9.05K
$555K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3.16K- 0.35% |
$175K - $185K
|
899K
$55.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.21K- 38.4% |
$177K - $188K
|
5.15K
$316K
|