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
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-2.61K- 41.88% |
$144K - $153K
|
3.62K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.62K- 41.45% |
$145K - $154K
|
3.71K
$252K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.67K- 3.69% |
$148K - $157K
|
69.7K
$4.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.71K- 8.79% |
$150K - $159K
|
28.2K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.72K- 5.92% |
$150K - $159K
|
43.2K
$2.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.77K- 1.63% |
$153K - $162K
|
167K
$11.3M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.8K- 41.85% |
$155K - $164K
|
3.89K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-2.82K- 0.74% |
$156K - $165K
|
379K
$25.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.88K- 12.16% |
$159K - $169K
|
20.8K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.93K- 10.01% |
$162K - $172K
|
26.4K
$1.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.97K- 7.52% |
$164K - $174K
|
36.5K
$2.49M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.03K- 9.5% |
$167K - $177K
|
28.9K
$1.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.12K- 40.8% |
$172K - $183K
|
4.52K
$308K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3.12K- 25.65% |
$172K - $183K
|
9.05K
$616K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3.16K- 0.35% |
$175K - $185K
|
899K
$61.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.21K- 38.4% |
$177K - $188K
|
5.15K
$351K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.26K- 26.62% |
$180K - $191K
|
8.97K
$611K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.28K- 18.61% |
$181K - $192K
|
14.3K
$977K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.49K- 1.84% |
$193K - $204K
|
186K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.51K- 13.56% |
$194K - $205K
|
22.3K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.71K- 3.14% |
$205K - $217K
|
114K
$7.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-3.73K- 8.91% |
$206K - $218K
|
38.1K
$2.59M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.74K- 0.4% |
$206K - $219K
|
926K
$63M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.8K- 2.12% |
$210K - $223K
|
175K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.81K- 2.68% |
$211K - $223K
|
139K
$9.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.86K- 59.21% |
$213K - $226K
|
2.66K
$181K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.88K- 14.68% |
$214K - $227K
|
22.5K
$1.54M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.89K- 14.19% |
$215K - $228K
|
23.5K
$1.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.95K- 0.67% |
$218K - $231K
|
585K
$39.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4K- 38.27% |
$221K - $234K
|
6.45K
$439K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.07K- 1.65% |
$225K - $238K
|
243K
$16.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.15K- 14.69% |
$229K - $243K
|
24.1K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.24K- 2.08% |
$234K - $248K
|
200K
$13.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.28K- 3.48% |
$236K - $251K
|
119K
$8.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.46K- 42.83% |
$246K - $261K
|
5.95K
$405K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.63K- 11.45% |
$256K - $271K
|
35.8K
$2.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.71K- 10.69% |
$260K - $276K
|
39.4K
$2.68M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.77K- 6.47% |
$263K - $279K
|
68.9K
$4.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.78K- 2.68% |
$264K - $280K
|
173K
$11.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.83K- 25.31% |
$267K - $283K
|
14.3K
$970K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.9K- 43.52% |
$270K - $287K
|
6.35K
$433K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-4.92K- 1.77% |
$272K - $288K
|
273K
$18.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-5.04K- 12.39% |
$278K - $295K
|
35.6K
$2.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.15K- 8.09% |
$284K - $301K
|
58.5K
$3.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.16K- 49.44% |
$285K - $302K
|
5.28K
$359K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.19K- 5.82% |
$286K - $304K
|
84K
$5.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-5.37K- 35.64% |
$297K - $315K
|
9.7K
$661K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5.97K- 2.96% |
$330K - $350K
|
196K
$13.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-6.02K- 24.93% |
$332K - $352K
|
18.1K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.19K- 98.13% |
$342K - $362K
|
118
$8.03K
|