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 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.26K- 26.62% |
$180K - $191K
|
8.97K
$551K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3.28K- 18.61% |
$181K - $192K
|
14.3K
$880K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.49K- 1.84% |
$193K - $204K
|
186K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.51K- 13.56% |
$194K - $205K
|
22.3K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.71K- 3.14% |
$205K - $217K
|
114K
$7.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-3.73K- 8.91% |
$206K - $218K
|
38.1K
$2.34M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.74K- 0.4% |
$206K - $219K
|
926K
$56.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.8K- 2.12% |
$210K - $223K
|
175K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.81K- 2.68% |
$211K - $223K
|
139K
$8.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.86K- 59.21% |
$213K - $226K
|
2.66K
$163K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.88K- 14.68% |
$214K - $227K
|
22.5K
$1.38M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.89K- 14.19% |
$215K - $228K
|
23.5K
$1.44M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-3.95K- 0.67% |
$218K - $231K
|
585K
$35.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-4K- 38.27% |
$221K - $234K
|
6.45K
$396K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.07K- 1.65% |
$225K - $238K
|
243K
$14.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.15K- 14.69% |
$229K - $243K
|
24.1K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.24K- 2.08% |
$234K - $248K
|
200K
$12.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.28K- 3.48% |
$236K - $251K
|
119K
$7.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.46K- 42.83% |
$246K - $261K
|
5.95K
$365K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.63K- 11.45% |
$256K - $271K
|
35.8K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.71K- 10.69% |
$260K - $276K
|
39.4K
$2.42M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.77K- 6.47% |
$263K - $279K
|
68.9K
$4.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.78K- 2.68% |
$264K - $280K
|
173K
$10.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.83K- 25.31% |
$267K - $283K
|
14.3K
$875K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.9K- 43.52% |
$270K - $287K
|
6.35K
$390K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-4.92K- 1.77% |
$272K - $288K
|
273K
$16.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-5.04K- 12.39% |
$278K - $295K
|
35.6K
$2.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-5.15K- 8.09% |
$284K - $301K
|
58.5K
$3.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.16K- 49.44% |
$285K - $302K
|
5.28K
$324K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.19K- 5.82% |
$286K - $304K
|
84K
$5.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-5.37K- 35.64% |
$297K - $315K
|
9.7K
$595K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-5.97K- 2.96% |
$330K - $350K
|
196K
$12M
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-6.02K- 24.93% |
$332K - $352K
|
18.1K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.19K- 98.13% |
$342K - $362K
|
118
$7.24K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.2K- 25.16% |
$342K - $363K
|
18.4K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.28K- 50.0% |
$347K - $367K
|
6.28K
$385K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-6.38K- 6.2% |
$352K - $373K
|
96.6K
$5.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-6.43K- 12.92% |
$355K - $376K
|
43.3K
$2.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-6.5K- 86.23% |
$359K - $380K
|
1.04K
$63.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-6.74K- 22.06% |
$372K - $394K
|
23.8K
$1.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.75K- 3.05% |
$373K - $395K
|
215K
$13.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.24K- 0.99% |
$400K - $424K
|
722K
$44.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-7.25K- 22.51% |
$401K - $425K
|
25K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.25K- 46.06% |
$401K - $425K
|
8.5K
$521K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.2K- 5.99% |
$453K - $480K
|
129K
$7.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.13K- 65.37% |
$504K - $535K
|
4.84K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.18K- 0.42% |
$507K - $538K
|
2.2M
$135M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.65K- 56.81% |
$533K - $565K
|
7.34K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-9.78K- 57.48% |
$540K - $573K
|
7.24K
$444K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-9.99K- 2.92% |
$552K - $585K
|
332K
$20.4M
|