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 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.1K+ 9.03% |
$835K - $886K
|
183K
$11.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
14.1K+ 7.73% |
$778K - $825K
|
196K
$12.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
13.8K+ 3.17% |
$764K - $810K
|
450K
$27.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
13.5KNew |
$745K - $789K
|
13.5K
$829K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
13.4KNew |
$739K - $784K
|
13.4K
$823K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.9K+ 191.83% |
$714K - $757K
|
19.7K
$1.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.6K+ 7.4% |
$696K - $738K
|
183K
$11.3M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
12.5K+ 58.81% |
$689K - $730K
|
33.7K
$2.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
12.2K+ 2.37% |
$675K - $715K
|
527K
$32.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12.2K+ 1.48% |
$673K - $713K
|
835K
$51.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
12K+ 9.18% |
$662K - $702K
|
143K
$8.77M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
11.6K+ 12.09% |
$640K - $678K
|
107K
$6.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
11.4K+ 2.26% |
$628K - $665K
|
515K
$31.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
11.4K+ 14.36% |
$627K - $665K
|
90.4K
$5.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
11.1K+ 6.7% |
$614K - $651K
|
177K
$10.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11K+ 54.83% |
$607K - $644K
|
31K
$1.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
10.7K+ 6.11% |
$591K - $627K
|
186K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
10.5K+ 10.59% |
$581K - $616K
|
110K
$6.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10.3K+ 23.73% |
$568K - $602K
|
53.6K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
10.2K+ 7.16% |
$565K - $599K
|
153K
$9.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
10K+ 6.75% |
$552K - $585K
|
158K
$9.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.88K+ 95.36% |
$546K - $578K
|
20.2K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.72K+ 6.87% |
$537K - $569K
|
151K
$9.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.71K+ 0.48% |
$536K - $568K
|
2.03M
$125M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.66K+ 3.7% |
$533K - $565K
|
271K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9.54K+ 9.64% |
$527K - $559K
|
109K
$6.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.42K+ 3.3% |
$520K - $552K
|
295K
$18.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.36K+ 104.7% |
$517K - $548K
|
18.3K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.32K+ 16.11% |
$515K - $546K
|
67.2K
$4.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
9.02K+ 3.6% |
$498K - $528K
|
260K
$16M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.96K+ 2.45% |
$495K - $525K
|
375K
$23M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.91K+ 11.06% |
$492K - $522K
|
89.5K
$5.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.88K+ 9.18% |
$491K - $520K
|
106K
$6.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
8.86K+ 4.89% |
$489K - $519K
|
190K
$11.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.77KNew |
$484K - $513K
|
8.77K
$540K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
8.71K+ 3.87% |
$481K - $510K
|
233K
$14.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.66K+ 1.84% |
$479K - $507K
|
480K
$29.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.49K+ 6.84% |
$469K - $497K
|
133K
$8.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
8.38K+ 10.45% |
$463K - $491K
|
88.6K
$5.45M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.23K+ 22.39% |
$455K - $482K
|
45K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
8.13K+ 200.62% |
$449K - $476K
|
12.2K
$750K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
8.05KNew |
$444K - $471K
|
8.05K
$495K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7.94K+ 2.69% |
$439K - $465K
|
303K
$18.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
7.67K+ 15.07% |
$423K - $449K
|
58.5K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.44K+ 110.9% |
$411K - $435K
|
14.1K
$870K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.38KNew |
$408K - $432K
|
7.38K
$454K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
7.15K+ 106.19% |
$395K - $419K
|
13.9K
$854K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
7.02K+ 907.11% |
$388K - $411K
|
7.8K
$480K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
6.96KNew |
$385K - $408K
|
6.96K
$428K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
6.77K+ 1.94% |
$374K - $396K
|
356K
$21.9M
|