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
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.13K- 65.37% |
$504K - $535K
|
4.84K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.18K- 0.42% |
$507K - $538K
|
2.2M
$128M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.65K- 56.81% |
$533K - $565K
|
7.34K
$427K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-9.78K- 57.48% |
$540K - $573K
|
7.24K
$421K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-9.99K- 2.92% |
$552K - $585K
|
332K
$19.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10.1K- 13.38% |
$556K - $589K
|
65.1K
$3.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-10.2K- 31.85% |
$565K - $599K
|
21.9K
$1.28M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.4K- 4.31% |
$572K - $607K
|
230K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-10.4K- 47.78% |
$576K - $611K
|
11.4K
$664K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10.5K- 22.79% |
$580K - $615K
|
35.6K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 10.18% |
$610K - $647K
|
97.5K
$5.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.1K- 4.08% |
$613K - $650K
|
261K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.1K- 29.1% |
$614K - $651K
|
27.1K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-11.1K- 8.66% |
$615K - $652K
|
117K
$6.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-11.6K- 9.55% |
$640K - $679K
|
110K
$6.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-12K- 7.28% |
$664K - $704K
|
153K
$8.92M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12.6K- 3.57% |
$696K - $738K
|
341K
$19.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-12.7K- 63.26% |
$700K - $742K
|
7.36K
$428K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.9K- 1.27% |
$711K - $754K
|
1M
$58.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-13.1K- 22.55% |
$722K - $765K
|
44.9K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-13.3K- 4.71% |
$733K - $777K
|
268K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16K- 20.34% |
$884K - $937K
|
62.7K
$3.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-16.6K- 5.43% |
$917K - $972K
|
289K
$16.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-16.7K- 17.74% |
$923K - $978K
|
77.5K
$4.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-17K- 49.09% |
$939K - $995K
|
17.6K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-18.1K- 10.67% |
$997K - $1.06M
|
151K
$8.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-18.4K- 11.71% |
$1.02M - $1.08M
|
139K
$8.1M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-19.1K- 6.01% |
$1.05M - $1.12M
|
298K
$17.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-20.5K- 17.93% |
$1.13M - $1.2M
|
93.9K
$5.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-20.8K- 75.21% |
$1.15M - $1.22M
|
6.85K
$399K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-22.1K- 2.43% |
$1.22M - $1.3M
|
888K
$51.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-23.6K- 68.96% |
$1.3M - $1.38M
|
10.6K
$618K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-23.8K- 64.77% |
$1.32M - $1.4M
|
13K
$755K
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-23.9K- 36.2% |
$1.32M - $1.4M
|
42K
$2.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-24.4K- 13.34% |
$1.35M - $1.43M
|
159K
$9.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24.6K- 30.24% |
$1.36M - $1.44M
|
56.7K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-25.8K- 3.95% |
$1.42M - $1.51M
|
627K
$36.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.4K- 6.49% |
$1.57M - $1.67M
|
410K
$23.8M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-28.5K- 1.83% |
$1.58M - $1.67M
|
1.53M
$89M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-30.2K- 15.65% |
$1.67M - $1.77M
|
163K
$9.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-30.9K- 25.23% |
$1.71M - $1.81M
|
91.6K
$5.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-31.5K- 56.76% |
$1.74M - $1.84M
|
24K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-31.8K- 12.21% |
$1.76M - $1.86M
|
229K
$13.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-32.5K- 60.84% |
$1.8M - $1.9M
|
20.9K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.3K- 0.51% |
$2.23M - $2.36M
|
7.84M
$457M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-41.5K- 15.35% |
$2.29M - $2.43M
|
229K
$13.3M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-46.7K- 22.72% |
$2.58M - $2.73M
|
159K
$9.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-49.7KClosed |
$2.75M - $2.91M
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57.6K- 0.81% |
$3.18M - $3.37M
|
7.08M
$412M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-57.8K- 87.75% |
$3.19M - $3.38M
|
8.07K
$470K
|