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
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
420+ 0.58% |
$23.2K - $24.6K
|
72.9K
$4.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
404+ 8.94% |
$22.3K - $23.7K
|
4.92K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
400+ 0.49% |
$22.1K - $23.4K
|
81.8K
$5.03M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
362+ 2.04% |
$20K - $21.2K
|
18.1K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
343+ 0.23% |
$18.9K - $20.1K
|
151K
$9.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
342+ 4.46% |
$18.9K - $20K
|
8.02K
$493K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
320+ 3.67% |
$17.7K - $18.7K
|
9.04K
$556K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
316+ 2.58% |
$17.5K - $18.5K
|
12.6K
$773K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
313+ 6.07% |
$17.3K - $18.3K
|
5.47K
$336K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
309+ 0.88% |
$17.1K - $18.1K
|
35.5K
$2.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
308New |
$17K - $18K
|
308
$18.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
305+ 2.51% |
$16.8K - $17.9K
|
12.4K
$765K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
303+ 0.67% |
$16.7K - $17.7K
|
45.3K
$2.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
300+ 5.47% |
$16.6K - $17.6K
|
5.78K
$356K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
287+ 41.84% |
$15.9K - $16.8K
|
973
$59.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
275+ 0.51% |
$15.2K - $16.1K
|
54.7K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
272+ 0.06% |
$15K - $15.9K
|
444K
$27.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
272+ 0.22% |
$15K - $15.9K
|
126K
$7.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
268+ 2.1% |
$14.8K - $15.7K
|
13K
$802K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
262+ 10.44% |
$14.5K - $15.3K
|
2.77K
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
261+ 2.69% |
$14.4K - $15.3K
|
9.98K
$614K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
253+ 104.12% |
$14K - $14.8K
|
496
$30.5K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
252+ 0.27% |
$13.9K - $14.8K
|
94.3K
$5.8M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
249+ 2.35% |
$13.8K - $14.6K
|
10.8K
$667K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
238+ 7.93% |
$13.1K - $13.9K
|
3.24K
$199K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
228New |
$12.6K - $13.3K
|
228
$14K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
220New |
$12.2K - $12.9K
|
220
$13.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
213+ 3.25% |
$11.8K - $12.5K
|
6.76K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
209+ 3.29% |
$11.5K - $12.2K
|
6.56K
$403K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
205+ 0.75% |
$11.3K - $12K
|
27.4K
$1.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200New |
$11K - $11.7K
|
200
$12.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 5.67% |
$11K - $11.7K
|
3.73K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
194+ 225.58% |
$10.7K - $11.4K
|
280
$17.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
192New |
$10.6K - $11.2K
|
192
$11.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
180+ 0.23% |
$9.94K - $10.5K
|
80K
$4.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
179+ 3.8% |
$9.89K - $10.5K
|
4.89K
$301K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
173+ 0.1% |
$9.55K - $10.1K
|
168K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
164+ 3.0% |
$9.06K - $9.6K
|
5.63K
$346K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
150+ 1.83% |
$8.28K - $8.78K
|
8.35K
$513K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
147+ 0.12% |
$8.12K - $8.61K
|
128K
$7.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
141+ 0.31% |
$7.79K - $8.26K
|
46.2K
$2.84M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
139+ 3.86% |
$7.68K - $8.14K
|
3.74K
$230K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
130+ 1.15% |
$7.18K - $7.61K
|
11.4K
$703K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
127+ 0.66% |
$7.01K - $7.44K
|
19.3K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
117New |
$6.46K - $6.85K
|
117
$7.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
116+ 3.3% |
$6.41K - $6.79K
|
3.63K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
115+ 0.09% |
$6.35K - $6.73K
|
131K
$8.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
111+ 0.04% |
$6.13K - $6.5K
|
249K
$15.3M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
107+ 0.51% |
$5.91K - $6.26K
|
20.9K
$1.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
100+ 1.32% |
$5.52K - $5.86K
|
7.65K
$471K
|