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 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
44.8K+ 278.35% |
$2.47M - $2.62M
|
60.9K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
40.3KNew |
$2.23M - $2.36M
|
40.3K
$2.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
39.3K+ 5.49% |
$2.17M - $2.3M
|
755K
$46.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
37.5K+ 185.0% |
$2.07M - $2.19M
|
57.8K
$3.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
36.9KNew |
$2.04M - $2.16M
|
36.9K
$2.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
36.7K+ 1450.18% |
$2.03M - $2.15M
|
39.2K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
33.1K+ 118.95% |
$1.83M - $1.94M
|
61K
$3.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
32.9K+ 21.4% |
$1.82M - $1.93M
|
187K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
32.8K+ 205.26% |
$1.81M - $1.92M
|
48.8K
$3M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
31.9KNew |
$1.76M - $1.87M
|
31.9K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
31.8K+ 16.75% |
$1.75M - $1.86M
|
221K
$13.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
30.9K+ 8.99% |
$1.71M - $1.81M
|
375K
$23.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.3K+ 6.03% |
$1.67M - $1.78M
|
534K
$32.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
29.7K+ 6.14% |
$1.64M - $1.74M
|
514K
$31.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
29.1K+ 11.66% |
$1.61M - $1.7M
|
279K
$17.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
28.1K+ 10.14% |
$1.55M - $1.64M
|
305K
$18.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
27.8KNew |
$1.53M - $1.63M
|
27.8K
$1.71M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
27.2KNew |
$1.5M - $1.59M
|
27.2K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 0.89% |
$1.48M - $1.57M
|
3.04M
$187M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
26.8K+ 9.94% |
$1.48M - $1.57M
|
296K
$18.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.8KNew |
$1.43M - $1.51M
|
25.8K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
25.4KNew |
$1.4M - $1.49M
|
25.4K
$1.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
24.8K+ 33.11% |
$1.37M - $1.45M
|
99.6K
$6.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.5K+ 4.34% |
$1.3M - $1.38M
|
566K
$34.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.8K+ 0.92% |
$1.26M - $1.33M
|
2.49M
$153M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
22.7K+ 9.96% |
$1.26M - $1.33M
|
251K
$15.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
22.2K+ 15.54% |
$1.23M - $1.3M
|
165K
$10.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21.7K+ 266.59% |
$1.2M - $1.27M
|
29.8K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
21.7K+ 18.36% |
$1.2M - $1.27M
|
140K
$8.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21.4K+ 71.74% |
$1.18M - $1.25M
|
51.2K
$3.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.6K+ 4.49% |
$1.14M - $1.21M
|
479K
$29.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.4KNew |
$1.12M - $1.19M
|
20.4K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
19.1K+ 72.28% |
$1.06M - $1.12M
|
45.6K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.9K+ 10.86% |
$1.04M - $1.11M
|
193K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 41.13% |
$1.02M - $1.08M
|
63.3K
$3.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
18.2K+ 53.38% |
$1M - $1.06M
|
52.2K
$3.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
18.1K+ 2.3% |
$997K - $1.06M
|
803K
$49.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
17.9K+ 7.22% |
$987K - $1.05M
|
266K
$16.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
17.7K+ 368.34% |
$975K - $1.03M
|
22.5K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.5K+ 153.62% |
$968K - $1.03M
|
28.9K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
17.5K+ 9.29% |
$968K - $1.03M
|
206K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 0.31% |
$959K - $1.02M
|
5.7M
$351M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
16.4KNew |
$906K - $960K
|
16.4K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
16KNew |
$881K - $934K
|
16K
$981K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15.8K+ 112.42% |
$873K - $926K
|
29.9K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.8K+ 43.09% |
$872K - $924K
|
52.4K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.8K+ 10.48% |
$872K - $924K
|
166K
$10.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
15.7K+ 5.29% |
$868K - $920K
|
313K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.6KNew |
$864K - $916K
|
15.6K
$963K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
15.6KNew |
$860K - $912K
|
15.6K
$958K
|