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 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
99+ 0.5% |
$5.47K - $5.8K
|
20K
$1.23M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
97+ 0.57% |
$5.36K - $5.68K
|
17.2K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
91+ 1.28% |
$5.03K - $5.33K
|
7.2K
$443K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
86+ 1.62% |
$4.75K - $5.04K
|
5.39K
$332K
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
BUY
|
- |
85+ 1.77% |
$4.69K - $4.98K
|
4.88K
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
85+ 2.28% |
$4.69K - $4.98K
|
3.81K
$235K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
76+ 0.76% |
$4.2K - $4.45K
|
10.1K
$619K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
68+ 0.51% |
$3.76K - $3.98K
|
13.4K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
67+ 0.07% |
$3.7K - $3.92K
|
101K
$6.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
66New |
$3.65K - $3.86K
|
66
$4.06K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$3.59K - $3.81K
|
65
$4K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
51+ 0.04% |
$2.82K - $2.99K
|
138K
$8.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
50New |
$2.76K - $2.93K
|
50
$3.08K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
45+ 0.63% |
$2.49K - $2.63K
|
7.13K
$439K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
43+ 0.12% |
$2.37K - $2.52K
|
36.7K
$2.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
42New |
$2.32K - $2.46K
|
42
$2.58K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
39+ 0.36% |
$2.15K - $2.28K
|
11K
$674K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
39+ 0.53% |
$2.15K - $2.28K
|
7.35K
$452K
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
39+ 0.39% |
$2.15K - $2.28K
|
10.1K
$621K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
37+ 0.25% |
$2.04K - $2.17K
|
14.9K
$918K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
37+ 0.63% |
$2.04K - $2.17K
|
5.87K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
36+ 0.5% |
$1.99K - $2.11K
|
7.19K
$442K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
35+ 0.47% |
$1.93K - $2.05K
|
7.56K
$465K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
34+ 0.15% |
$1.88K - $1.99K
|
23.3K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.37% |
$1.55K - $1.64K
|
7.57K
$466K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22+ 0.51% |
$1.22K - $1.29K
|
4.3K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
22+ 2.7% |
$1.22K - $1.29K
|
837
$51.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
21+ 0.46% |
$1.16K - $1.23K
|
4.58K
$282K
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
20+ 0.41% |
$1.1K - $1.17K
|
4.93K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18+ 0.04% |
$994 - $1.05K
|
40.9K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
18+ 0.52% |
$994 - $1.05K
|
3.49K
$215K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
16+ 0.38% |
$884 - $937
|
4.24K
$261K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16New |
$884 - $937
|
16
$984
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
15+ 0.41% |
$828 - $878
|
3.66K
$225K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
14+ 0.89% |
$773 - $820
|
1.59K
$97.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$773 - $820
|
19.2K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
14+ 0.23% |
$773 - $820
|
6.13K
$377K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
13New |
$718 - $761
|
13
$800
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
13+ 0.48% |
$718 - $761
|
2.72K
$167K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
13+ 0.49% |
$718 - $761
|
2.65K
$163K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.52% |
$718 - $761
|
2.49K
$153K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
12+ 0.2% |
$663 - $703
|
6.1K
$375K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10+ 4.24% |
$552 - $586
|
246
$15.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10+ 0.25% |
$552 - $586
|
3.93K
$242K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10+ 0.08% |
$552 - $586
|
12.7K
$783K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.49% |
$497 - $527
|
1.84K
$113K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
8+ 0.08% |
$442 - $468
|
10.3K
$631K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8+ 0.12% |
$442 - $468
|
6.71K
$413K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.49% |
$387 - $410
|
1.44K
$88.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6+ 0.24% |
$331 - $351
|
2.54K
$156K
|