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 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4KNew |
$221K - $234K
|
4K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.89KNew |
$215K - $228K
|
3.89K
$240K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
3.82K+ 1.12% |
$211K - $223K
|
343K
$21.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.79KNew |
$209K - $222K
|
3.79K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
3.78KNew |
$209K - $221K
|
3.78K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.76KNew |
$207K - $220K
|
3.76K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
3.72K+ 1.11% |
$206K - $218K
|
339K
$20.8M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
3.64K+ 31.95% |
$201K - $213K
|
15K
$925K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.57K+ 5.68% |
$197K - $209K
|
66.4K
$4.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.55K+ 727.93% |
$196K - $208K
|
4.03K
$248K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.54KNew |
$195K - $207K
|
3.54K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.51K+ 22.86% |
$194K - $205K
|
18.8K
$1.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.47K+ 24.76% |
$191K - $203K
|
17.5K
$1.07M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.45K+ 0.67% |
$191K - $202K
|
519K
$31.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.41K+ 0.65% |
$188K - $200K
|
531K
$32.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.41K+ 96.52% |
$188K - $200K
|
6.94K
$427K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.24K+ 3.44% |
$179K - $190K
|
97.4K
$5.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.21K+ 1.19% |
$177K - $188K
|
273K
$16.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.21K+ 4.89% |
$177K - $188K
|
68.7K
$4.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.2K+ 1.7% |
$177K - $187K
|
191K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.11K+ 2.74% |
$172K - $182K
|
117K
$7.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.09K+ 15.13% |
$171K - $181K
|
23.5K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.05KNew |
$169K - $179K
|
3.05K
$188K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
3.01K+ 9.79% |
$166K - $176K
|
33.8K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.98K+ 12.95% |
$165K - $175K
|
26K
$1.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.98K+ 8.18% |
$164K - $174K
|
39.3K
$2.42M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.97KNew |
$164K - $174K
|
2.97K
$183K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.9K+ 2.7% |
$160K - $170K
|
110K
$6.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.9K+ 1.76% |
$160K - $170K
|
168K
$10.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.86K+ 27.26% |
$158K - $167K
|
13.3K
$820K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.85K+ 3.26% |
$157K - $167K
|
90.1K
$5.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.84K+ 144.94% |
$157K - $166K
|
4.8K
$295K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.81K+ 35.24% |
$155K - $164K
|
10.8K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.8K+ 2.11% |
$155K - $164K
|
136K
$8.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.74K+ 2.85% |
$151K - $160K
|
99K
$6.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.68K+ 37.85% |
$148K - $157K
|
9.75K
$600K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.68K+ 3.03% |
$148K - $157K
|
91.1K
$5.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.56K+ 5.16% |
$141K - $150K
|
52.1K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.55K+ 3.14% |
$141K - $149K
|
83.9K
$5.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
2.51K+ 0.98% |
$138K - $147K
|
258K
$15.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.45K+ 4.91% |
$136K - $144K
|
52.4K
$3.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.44K+ 1.4% |
$134K - $143K
|
177K
$10.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
2.43K+ 5.84% |
$134K - $142K
|
44K
$2.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$130K - $138K
|
2.36K
$145K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.31K+ 0.76% |
$128K - $135K
|
305K
$18.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.29K+ 1.38% |
$126K - $134K
|
169K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.24K+ 5.98% |
$124K - $131K
|
39.7K
$2.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.16K+ 2.09% |
$119K - $127K
|
105K
$6.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2K+ 1.68% |
$110K - $117K
|
121K
$7.47M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2K+ 27.01% |
$110K - $117K
|
9.41K
$579K
|