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 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.19K- 6.9% |
$65.6K - $69.6K
|
16K
$933K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.2K- 2.72% |
$66.3K - $70.3K
|
43K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.21K- 14.83% |
$66.7K - $70.7K
|
6.94K
$404K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.22K- 5.49% |
$67.4K - $71.5K
|
21K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.24K- 1.67% |
$68.5K - $72.7K
|
73K
$4.25M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.24K- 9.46% |
$68.5K - $72.7K
|
11.9K
$691K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.27K- 0.54% |
$70K - $74.2K
|
234K
$13.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.32K- 3.27% |
$73.1K - $77.5K
|
39.1K
$2.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 9.31% |
$77K - $81.6K
|
13.6K
$790K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4K- 24.77% |
$77.2K - $81.9K
|
4.25K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.43K- 4.68% |
$78.9K - $83.6K
|
29.1K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.44K- 1.52% |
$79.6K - $84.4K
|
93.4K
$5.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.44K- 7.55% |
$79.8K - $84.5K
|
17.7K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.46K- 9.74% |
$80.5K - $85.3K
|
13.5K
$786K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.54K- 3.62% |
$85.1K - $90.2K
|
41K
$2.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.63K- 8.56% |
$90K - $95.4K
|
17.4K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.66K- 20.91% |
$91.8K - $97.3K
|
6.29K
$366K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.69K- 5.7% |
$93.1K - $98.7K
|
27.9K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.7K- 29.33% |
$93.7K - $99.4K
|
4.09K
$238K
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.7K- 6.65% |
$94.1K - $99.7K
|
23.9K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-1.71K- 2.06% |
$94.3K - $100K
|
81.3K
$4.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.72K- 6.22% |
$95K - $101K
|
25.9K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.75K- 5.15% |
$96.6K - $102K
|
32.2K
$1.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.77K- 5.27% |
$97.9K - $104K
|
31.9K
$1.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.83K- 16.9% |
$101K - $107K
|
8.98K
$523K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-1.97K- 2.44% |
$109K - $115K
|
78.6K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.01K- 9.89% |
$111K - $118K
|
18.3K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.04K- 6.06% |
$113K - $120K
|
31.7K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.08K- 1.84% |
$115K - $121K
|
111K
$6.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.08K- 6.29% |
$115K - $122K
|
31K
$1.8M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.17K- 35.87% |
$120K - $127K
|
3.87K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.18K- 19.82% |
$120K - $127K
|
8.8K
$512K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.27K- 26.89% |
$126K - $133K
|
6.18K
$360K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-2.32K- 1.4% |
$128K - $136K
|
164K
$9.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.32K- 15.1% |
$128K - $136K
|
13K
$759K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.33K- 16.87% |
$129K - $136K
|
11.5K
$668K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.33K- 3.04% |
$129K - $137K
|
74.3K
$4.33M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.38K- 0.5% |
$132K - $139K
|
474K
$27.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.46K- 25.65% |
$136K - $144K
|
7.14K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.52K- 30.13% |
$139K - $148K
|
5.85K
$341K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.61K- 41.88% |
$144K - $153K
|
3.62K
$211K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.62K- 41.45% |
$145K - $154K
|
3.71K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.67K- 3.69% |
$148K - $157K
|
69.7K
$4.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.71K- 8.79% |
$150K - $159K
|
28.2K
$1.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.72K- 5.92% |
$150K - $159K
|
43.2K
$2.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.77K- 1.63% |
$153K - $162K
|
167K
$9.7M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.8K- 41.85% |
$155K - $164K
|
3.89K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-2.82K- 0.74% |
$156K - $165K
|
379K
$22M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.88K- 12.16% |
$159K - $169K
|
20.8K
$1.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.93K- 10.01% |
$162K - $172K
|
26.4K
$1.53M
|