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 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.75K+ 77.27% |
$373K - $395K
|
15.5K
$977K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.72K+ 37.0% |
$371K - $393K
|
24.9K
$1.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6.58K+ 6.01% |
$363K - $385K
|
116K
$7.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
6.57K+ 6.94% |
$363K - $385K
|
101K
$6.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6.56K+ 8.45% |
$362K - $384K
|
84.2K
$5.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.46KNew |
$357K - $378K
|
6.46K
$408K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
6.43K+ 1.85% |
$355K - $377K
|
355K
$22.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.34K+ 23.16% |
$350K - $371K
|
33.7K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.3K+ 100.83% |
$348K - $369K
|
12.6K
$792K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.3K+ 3.96% |
$348K - $369K
|
165K
$10.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.27K+ 33.36% |
$346K - $367K
|
25.1K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.24KNew |
$344K - $365K
|
6.24K
$394K
|
|
|
Jul 18, 2024
Q2 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
5.94K+ 1.22% |
$328K - $348K
|
493K
$31.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.94K+ 12.88% |
$328K - $348K
|
52K
$3.28M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5.86KNew |
$324K - $343K
|
5.86K
$370K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.84K+ 3.27% |
$323K - $342K
|
184K
$11.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.71KNew |
$315K - $334K
|
5.71K
$360K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.7K+ 2.45% |
$315K - $334K
|
239K
$15.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5.7K+ 1.0% |
$315K - $334K
|
575K
$36.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.52KNew |
$305K - $323K
|
5.52K
$348K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
5.42KNew |
$299K - $317K
|
5.42K
$342K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5.35K+ 2.65% |
$296K - $313K
|
207K
$13.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.28K+ 3.49% |
$291K - $309K
|
156K
$9.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.26K+ 1.45% |
$290K - $308K
|
368K
$23.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
5.25KNew |
$290K - $308K
|
5.25K
$332K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
5.24KNew |
$290K - $307K
|
5.24K
$331K
|
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
5.14K+ 1.73% |
$284K - $301K
|
302K
$19M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
5KNew |
$276K - $293K
|
5K
$316K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.95K+ 1.55% |
$273K - $290K
|
324K
$20.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.93K+ 5.36% |
$272K - $289K
|
96.9K
$6.12M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.93K+ 4.25% |
$272K - $289K
|
121K
$7.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.79K+ 22.64% |
$264K - $280K
|
25.9K
$1.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.74K+ 97.35% |
$262K - $277K
|
9.6K
$606K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.67K+ 39.1% |
$258K - $273K
|
16.6K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.66KNew |
$257K - $273K
|
4.66K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.57K+ 8.64% |
$253K - $268K
|
57.5K
$3.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.52K+ 19.23% |
$249K - $264K
|
28K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.52K+ 180.64% |
$249K - $264K
|
7.02K
$443K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.48KNew |
$247K - $262K
|
4.48K
$283K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.48K+ 1.09% |
$247K - $262K
|
415K
$26.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.43K+ 1.67% |
$245K - $259K
|
270K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.28K+ 29.12% |
$237K - $251K
|
19K
$1.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
4.2K+ 38.94% |
$232K - $246K
|
15K
$945K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.18K+ 1.03% |
$231K - $245K
|
409K
$25.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.17KNew |
$230K - $244K
|
4.17K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.16KNew |
$230K - $244K
|
4.16K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.16KNew |
$230K - $243K
|
4.16K
$262K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4.15K+ 1.79% |
$229K - $243K
|
236K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.1KNew |
$226K - $240K
|
4.1K
$259K
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
BUY
|
- |
4.01KNew |
$222K - $235K
|
4.01K
$253K
|