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 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.99K+ 24.39% |
$110K - $117K
|
10.2K
$626K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 0.58% |
$109K - $115K
|
341K
$21M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.96K+ 8.74% |
$108K - $115K
|
24.4K
$1.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.87K+ 2.07% |
$103K - $109K
|
92.1K
$5.66M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.86K+ 6.11% |
$103K - $109K
|
32.3K
$1.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.84K+ 0.67% |
$101K - $107K
|
276K
$17M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.84K+ 1.11% |
$101K - $107K
|
167K
$10.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.79K+ 0.92% |
$98.8K - $105K
|
197K
$12.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.74K+ 5.93% |
$95.9K - $102K
|
31K
$1.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.72K+ 5.57% |
$95K - $101K
|
32.6K
$2M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.61K+ 1.11% |
$88.6K - $94K
|
146K
$9.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.57K+ 2.04% |
$86.4K - $91.6K
|
78.4K
$4.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.56K+ 3.58% |
$86.2K - $91.4K
|
45.2K
$2.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.49K+ 51.42% |
$82.2K - $87.1K
|
4.38K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.48K+ 17.25% |
$81.7K - $86.7K
|
10.1K
$619K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.46K+ 2.05% |
$80.4K - $85.2K
|
72.5K
$4.46M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1.45K+ 32.84% |
$80.2K - $85K
|
5.87K
$361K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.44K+ 5.17% |
$79.4K - $84.1K
|
29.2K
$1.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
1.41K+ 1.99% |
$77.9K - $82.6K
|
72.2K
$4.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.4K+ 13.96% |
$77.5K - $82.1K
|
11.5K
$705K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 11.58% |
$76.5K - $81.1K
|
13.3K
$821K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.38K+ 143.66% |
$76.3K - $80.9K
|
2.34K
$144K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.36K+ 9.67% |
$75K - $79.5K
|
15.4K
$947K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.33K+ 12.27% |
$73.3K - $77.7K
|
12.1K
$747K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.29K+ 3.18% |
$71.1K - $75.4K
|
41.8K
$2.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 18.65% |
$70.3K - $74.5K
|
8.09K
$498K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.27K+ 1.88% |
$70.1K - $74.3K
|
68.6K
$4.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.27K+ 8.88% |
$70K - $74.2K
|
15.5K
$955K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.2K+ 0.29% |
$66.1K - $70K
|
420K
$25.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.19K+ 5.86% |
$65.7K - $69.6K
|
21.5K
$1.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.18KNew |
$65.3K - $69.2K
|
1.18K
$72.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.16K+ 2.31% |
$64K - $67.8K
|
51.2K
$3.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 0.36% |
$63.6K - $67.4K
|
317K
$19.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.15K+ 0.48% |
$63.5K - $67.3K
|
242K
$14.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.15K+ 3.59% |
$63.3K - $67.2K
|
33.1K
$2.04M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
1.15K+ 13.57% |
$63.3K - $67.1K
|
9.59K
$590K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.14K+ 2.47% |
$63.1K - $66.9K
|
47.4K
$2.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.13K+ 3.55% |
$62.5K - $66.2K
|
33K
$2.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 13.33% |
$61K - $64.7K
|
9.39K
$578K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.09K+ 15.11% |
$60K - $63.6K
|
8.28K
$509K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
1.08KNew |
$59.5K - $63.1K
|
1.08K
$66.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.07K+ 7.31% |
$59K - $62.5K
|
15.7K
$965K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 17.95% |
$57.5K - $61K
|
6.85K
$421K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 2.29% |
$56.8K - $60.2K
|
46K
$2.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.03K+ 4.26% |
$56.7K - $60.1K
|
25.1K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
990+ 18.86% |
$54.7K - $58K
|
6.24K
$384K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
962+ 5.84% |
$53.1K - $56.3K
|
17.4K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
935+ 9.83% |
$51.6K - $54.7K
|
10.4K
$642K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
910+ 10.3% |
$50.3K - $53.3K
|
9.74K
$599K
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
890+ 1.31% |
$49.2K - $52.1K
|
68.9K
$4.24M
|