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 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
889+ 2.36% |
$49.1K - $52.1K
|
38.6K
$2.37M
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
871+ 1.23% |
$48.1K - $51K
|
72K
$4.43M
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
864+ 11.3% |
$47.7K - $50.6K
|
8.51K
$524K
|
|
Jul 30, 2024
Q2 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
830+ 0.08% |
$45.8K - $48.6K
|
1.06M
$65.3M
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
827+ 1.26% |
$45.7K - $48.4K
|
66.3K
$4.08M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
813+ 20.67% |
$44.9K - $47.6K
|
4.75K
$292K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
813+ 1.99% |
$44.9K - $47.6K
|
41.6K
$2.56M
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
809+ 4.42% |
$44.7K - $47.4K
|
19.1K
$1.17M
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
799+ 11.54% |
$44.1K - $46.8K
|
7.72K
$475K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
779+ 1.39% |
$43K - $45.6K
|
56.7K
$3.49M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
775+ 9.87% |
$42.8K - $45.4K
|
8.62K
$531K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
774+ 1.35% |
$42.7K - $45.3K
|
57.9K
$3.56M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
766+ 1.91% |
$42.3K - $44.8K
|
41K
$2.52M
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
764+ 0.49% |
$42.2K - $44.7K
|
156K
$9.59M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
759+ 6.47% |
$41.9K - $44.4K
|
12.5K
$768K
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
744+ 0.8% |
$41.1K - $43.6K
|
93.6K
$5.76M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
722+ 3.58% |
$39.9K - $42.3K
|
20.9K
$1.29M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
715+ 14.09% |
$39.5K - $41.9K
|
5.79K
$356K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
709New |
$39.2K - $41.5K
|
709
$43.6K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
707+ 2.02% |
$39K - $41.4K
|
35.6K
$2.19M
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
702+ 15.38% |
$38.8K - $41.1K
|
5.27K
$324K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
679+ 5.33% |
$37.5K - $39.8K
|
13.4K
$825K
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
676+ 15.02% |
$37.3K - $39.6K
|
5.18K
$319K
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
644+ 8.17% |
$35.6K - $37.7K
|
8.53K
$525K
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
618+ 11.14% |
$34.1K - $36.2K
|
6.17K
$379K
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
610+ 10.67% |
$33.7K - $35.7K
|
6.33K
$389K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
604+ 0.62% |
$33.4K - $35.4K
|
97.6K
$6M
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
602+ 0.34% |
$33.2K - $35.2K
|
177K
$10.9M
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
591+ 5.6% |
$32.6K - $34.6K
|
11.2K
$686K
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
585+ 2.54% |
$32.3K - $34.3K
|
23.6K
$1.45M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
584+ 5.36% |
$32.3K - $34.2K
|
11.5K
$706K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
581+ 922.22% |
$32.1K - $34K
|
644
$39.6K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
561+ 0.64% |
$31K - $32.8K
|
87.8K
$5.4M
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
542+ 9.06% |
$29.9K - $31.7K
|
6.52K
$401K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
540+ 13.29% |
$29.8K - $31.6K
|
4.6K
$283K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
536+ 0.01% |
$29.6K - $31.4K
|
4.6M
$283M
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
522+ 2.87% |
$28.8K - $30.6K
|
18.7K
$1.15M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
520+ 47.23% |
$28.7K - $30.4K
|
1.62K
$99.7K
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
504+ 4.3% |
$27.8K - $29.5K
|
12.2K
$753K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
501+ 66.71% |
$27.7K - $29.3K
|
1.25K
$77K
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
486+ 1.3% |
$26.8K - $28.5K
|
37.8K
$2.33M
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
471+ 0.42% |
$26K - $27.6K
|
112K
$6.89M
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
464+ 8.83% |
$25.6K - $27.2K
|
5.72K
$352K
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
450+ 1.02% |
$24.9K - $26.3K
|
44.4K
$2.73M
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
443+ 1.57% |
$24.5K - $25.9K
|
28.7K
$1.77M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
439+ 0.94% |
$24.2K - $25.7K
|
47.2K
$2.9M
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
438+ 2.84% |
$24.2K - $25.6K
|
15.8K
$974K
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
426+ 1.51% |
$23.5K - $24.9K
|
28.6K
$1.76M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
422+ 2.99% |
$23.3K - $24.7K
|
14.5K
$894K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
422+ 1.19% |
$23.3K - $24.7K
|
35.9K
$2.21M
|