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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-59.1K- 17.49% |
$3.27M - $3.46M
|
279K
$16.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-61.7K- 40.94% |
$3.41M - $3.61M
|
89K
$5.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-63K- 6.11% |
$3.48M - $3.69M
|
969K
$56.4M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-63.9K- 32.45% |
$3.53M - $3.74M
|
133K
$7.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-64.9K- 37.98% |
$3.59M - $3.8M
|
106K
$6.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-65.7K- 14.26% |
$3.63M - $3.85M
|
395K
$23M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-68.1K- 28.2% |
$3.76M - $3.98M
|
173K
$10.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-68.9K- 38.56% |
$3.8M - $4.03M
|
110K
$6.39M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-72K- 2.33% |
$3.98M - $4.22M
|
3.02M
$176M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-72.3K- 0.41% |
$3.99M - $4.23M
|
17.6M
$1.03B
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-75.5K- 24.15% |
$4.17M - $4.42M
|
237K
$13.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-76K- 27.89% |
$4.19M - $4.45M
|
196K
$11.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-88.2K- 35.34% |
$4.87M - $5.16M
|
161K
$9.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-94K- 10.87% |
$5.19M - $5.51M
|
771K
$44.9M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-105K- 14.63% |
$5.82M - $6.18M
|
615K
$35.8M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-107K- 7.42% |
$5.93M - $6.29M
|
1.34M
$78M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-109K- 12.64% |
$6.03M - $6.4M
|
755K
$44M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-115K- 23.13% |
$6.37M - $6.75M
|
383K
$22.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-121K- 9.94% |
$6.66M - $7.06M
|
1.09M
$63.6M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-131K- 3.96% |
$7.22M - $7.66M
|
3.17M
$185M
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-141K- 17.66% |
$7.8M - $8.27M
|
659K
$38.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-154K- 36.95% |
$8.53M - $9.04M
|
263K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-157K- 2.94% |
$8.65M - $9.17M
|
5.17M
$301M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-163K- 20.45% |
$9.01M - $9.55M
|
635K
$36.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-198K- 8.71% |
$11M - $11.6M
|
2.08M
$121M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-238K- 2.99% |
$13.2M - $13.9M
|
7.73M
$450M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
SELL
|
- |
-258K- 96.01% |
$14.2M - $15.1M
|
10.7K
$624K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-261K- 62.46% |
$14.4M - $15.3M
|
157K
$9.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-283K- 72.04% |
$15.6M - $16.6M
|
110K
$6.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-386K- 16.14% |
$21.3M - $22.6M
|
2M
$117M
|