Purchases and Sales Made in Q3 2024 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46M+ 27.28% |
$141M - $154M
|
11.5M
$705M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15M+ 58.95% |
$65.9M - $72M
|
3.09M
$190M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
903KNew |
$51.9M - $56.7M
|
903K
$55.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
843K+ 44.69% |
$48.4M - $52.9M
|
2.73M
$168M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
700K+ 7.38% |
$40.2M - $44M
|
10.2M
$627M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
644K+ 20.43% |
$37M - $40.4M
|
3.8M
$234M
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
641KNew |
$36.9M - $40.2M
|
641K
$39.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
592K+ 78.37% |
$34M - $37.1M
|
1.35M
$82.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
413K+ 3.19% |
$23.7M - $25.9M
|
13.4M
$822M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
374KNew |
$21.5M - $23.5M
|
374K
$23M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
307K+ 113.27% |
$17.6M - $19.3M
|
578K
$35.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
296K+ 963.07% |
$17M - $18.6M
|
327K
$20.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
223K+ 24.85% |
$12.8M - $14M
|
1.12M
$69M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
171K+ 172.37% |
$9.81M - $10.7M
|
270K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
161K+ 631.75% |
$9.23M - $10.1M
|
186K
$11.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
141K+ 21.44% |
$8.12M - $8.86M
|
800K
$49.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
137K+ 6.89% |
$7.85M - $8.58M
|
2.12M
$131M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
131K+ 4.12% |
$7.51M - $8.21M
|
3.3M
$203M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
131K+ 4.12% |
$7.51M - $8.21M
|
3.3M
$203M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
124K+ 10.06% |
$7.1M - $7.76M
|
1.35M
$83.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
119K+ 71.93% |
$6.84M - $7.47M
|
284K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
111K+ 78.18% |
$6.4M - $6.99M
|
254K
$15.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
110K+ 1.53% |
$6.32M - $6.9M
|
7.32M
$450M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
108K+ 1.4% |
$6.21M - $6.78M
|
7.84M
$482M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
100K+ 112.7% |
$5.76M - $6.29M
|
189K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
99KNew |
$5.69M - $6.21M
|
99K
$6.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
97.2KNew |
$5.59M - $6.1M
|
97.2K
$5.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
96.4KNew |
$5.54M - $6.05M
|
96.4K
$5.93M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
95.2K+ 13.21% |
$5.47M - $5.97M
|
816K
$50.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
93.7K+ 88.35% |
$5.38M - $5.88M
|
200K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.1K+ 1.8% |
$5.35M - $5.84M
|
5.27M
$324M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
90.9K+ 6.78% |
$5.22M - $5.7M
|
1.43M
$88M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
88.8K+ 4.37% |
$5.1M - $5.57M
|
2.12M
$130M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
84.4K+ 24.94% |
$4.85M - $5.3M
|
423K
$26M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
84.1KNew |
$4.84M - $5.28M
|
84.1K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.1K+ 1.44% |
$4.72M - $5.15M
|
5.78M
$356M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
81.6K+ 61.34% |
$4.69M - $5.12M
|
215K
$13.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
78K+ 1483.33% |
$4.48M - $4.9M
|
83.3K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.4K+ 2.25% |
$3.93M - $4.29M
|
3.11M
$191M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
64.4K+ 207.47% |
$3.7M - $4.04M
|
95.4K
$5.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
64.3K+ 79.09% |
$3.7M - $4.04M
|
146K
$8.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
49.3K+ 4.91% |
$2.83M - $3.1M
|
1.05M
$64.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
48.5K+ 79.65% |
$2.79M - $3.04M
|
109K
$6.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
47.5KNew |
$2.73M - $2.98M
|
47.5K
$2.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
47.3K+ 22.11% |
$2.72M - $2.97M
|
261K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
46.9K+ 28.35% |
$2.7M - $2.94M
|
212K
$13.1M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
45.9K+ 31.08% |
$2.64M - $2.88M
|
193K
$11.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.5K+ 1.83% |
$2.62M - $2.86M
|
2.54M
$156M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
45K+ 71.83% |
$2.59M - $2.83M
|
108K
$6.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
43.8K+ 111.92% |
$2.52M - $2.75M
|
83K
$5.1M
|