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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
170+ 1.63% |
$9.77K - $10.7K
|
10.6K
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
149+ 0.33% |
$8.56K - $9.35K
|
45.5K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
147+ 2.79% |
$8.45K - $9.23K
|
5.41K
$331K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
147+ 0.85% |
$8.45K - $9.23K
|
17.4K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
142+ 2.91% |
$8.16K - $8.91K
|
5.03K
$308K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
132+ 0.59% |
$7.59K - $8.28K
|
22.3K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
131+ 0.55% |
$7.53K - $8.22K
|
24.1K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
128+ 0.39% |
$7.36K - $8.03K
|
32.7K
$2M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
124+ 1.72% |
$7.13K - $7.78K
|
7.32K
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
121+ 1.06% |
$6.95K - $7.59K
|
11.5K
$707K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
120+ 3.32% |
$6.9K - $7.53K
|
3.74K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
120+ 0.11% |
$6.9K - $7.53K
|
110K
$6.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
114+ 0.27% |
$6.55K - $7.15K
|
41.9K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
111+ 0.59% |
$6.38K - $6.97K
|
18.8K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
111+ 0.1% |
$6.38K - $6.97K
|
112K
$6.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
105+ 2.29% |
$6.03K - $6.59K
|
4.69K
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
103+ 1.88% |
$5.92K - $6.46K
|
5.57K
$341K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
102+ 1.44% |
$5.86K - $6.4K
|
7.19K
$440K
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
100+ 0.23% |
$5.75K - $6.28K
|
44.5K
$2.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
100+ 0.48% |
$5.75K - $6.28K
|
21K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
97+ 0.72% |
$5.57K - $6.09K
|
13.6K
$833K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
97+ 2.66% |
$5.57K - $6.09K
|
3.74K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
95+ 1.54% |
$5.46K - $5.96K
|
6.27K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
94+ 1.53% |
$5.4K - $5.9K
|
6.22K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
94+ 0.48% |
$5.4K - $5.9K
|
19.8K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
87+ 2.43% |
$5K - $5.46K
|
3.66K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
86+ 0.64% |
$4.94K - $5.4K
|
13.4K
$823K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
84+ 5.11% |
$4.83K - $5.27K
|
1.73K
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
82+ 0.91% |
$4.71K - $5.15K
|
9.12K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
80+ 0.72% |
$4.6K - $5.02K
|
11.2K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
78+ 0.31% |
$4.48K - $4.9K
|
25.2K
$1.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
78+ 1.82% |
$4.48K - $4.9K
|
4.37K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
67+ 0.1% |
$3.85K - $4.2K
|
68.7K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
65+ 0.05% |
$3.74K - $4.08K
|
138K
$8.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
60+ 0.39% |
$3.45K - $3.77K
|
15.6K
$955K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
58+ 0.94% |
$3.33K - $3.64K
|
6.22K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
53+ 0.58% |
$3.05K - $3.33K
|
9.23K
$565K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
52+ 0.75% |
$2.99K - $3.26K
|
6.97K
$427K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
52+ 1.07% |
$2.99K - $3.26K
|
4.93K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
49+ 0.49% |
$2.82K - $3.08K
|
10.1K
$619K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
46+ 0.11% |
$2.64K - $2.89K
|
40.6K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
46+ 1.03% |
$2.64K - $2.89K
|
4.53K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
44+ 0.47% |
$2.53K - $2.76K
|
9.44K
$578K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
42+ 0.18% |
$2.41K - $2.64K
|
23.4K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
34+ 0.38% |
$1.95K - $2.13K
|
9.09K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
34+ 0.54% |
$1.95K - $2.13K
|
6.31K
$386K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
28+ 0.2% |
$1.61K - $1.76K
|
14.4K
$880K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
25+ 0.67% |
$1.44K - $1.57K
|
3.78K
$231K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
25+ 0.51% |
$1.44K - $1.57K
|
4.95K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22New |
$1.26K - $1.38K
|
22
$1.35K
|