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 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.29% |
$1.26K - $1.38K
|
7.59K
$465K
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
22+ 0.63% |
$1.26K - $1.38K
|
3.51K
$215K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21+ 21.21% |
$1.21K - $1.32K
|
120
$7.35K
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20+ 0.47% |
$1.15K - $1.26K
|
4.26K
$261K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.46% |
$1.09K - $1.19K
|
4.12K
$252K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19+ 0.53% |
$1.09K - $1.19K
|
3.62K
$222K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
19+ 0.15% |
$1.09K - $1.19K
|
12.4K
$761K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.49% |
$1.03K - $1.13K
|
3.68K
$225K
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.09% |
$977 - $1.07K
|
19.2K
$1.18M
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
17+ 0.64% |
$977 - $1.07K
|
2.66K
$163K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.64% |
$920 - $1K
|
2.51K
$154K
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16+ 0.59% |
$920 - $1K
|
2.74K
$168K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16+ 0.05% |
$920 - $1K
|
32.3K
$1.98M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
15+ 0.05% |
$862 - $941
|
31.7K
$1.94M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13New |
$747 - $816
|
13
$796
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12+ 0.47% |
$690 - $753
|
2.56K
$156K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.65% |
$690 - $753
|
1.85K
$113K
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
12New |
$690 - $753
|
12
$735
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12New |
$690 - $753
|
12
$735
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11+ 0.01% |
$632 - $690
|
121K
$7.42M
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10New |
$575 - $628
|
10
$612
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.63% |
$517 - $565
|
1.45K
$88.6K
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7+ 0.06% |
$402 - $439
|
11.7K
$718K
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6New |
$345 - $377
|
6
$367
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
6+ 0.08% |
$345 - $377
|
7.35K
$450K
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
6+ 0.07% |
$345 - $377
|
8.93K
$547K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
6+ 0.72% |
$345 - $377
|
843
$51.6K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.32% |
$287 - $314
|
1.57K
$96.1K
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5+ 0.07% |
$287 - $314
|
7.34K
$450K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 0.46% |
$287 - $314
|
1.1K
$67.4K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5+ 0.66% |
$287 - $314
|
767
$47K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.61% |
$230 - $251
|
665
$40.7K
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
3+ 0.04% |
$172 - $188
|
8.23K
$504K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1+ 0.02% |
$57.5 - $62.8
|
4.2K
$257K
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.01% |
$57.5 - $62.8
|
7.13K
$437K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.06% |
$57.5 - $62.8
|
1.59K
$97.3K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$57.5 - $62.8
|
4.1K
$251K
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$57.5 - $62.8
|
3.33K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-2- 0.02% |
$115 - $126
|
11.8K
$723K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3- 0.06% |
$172 - $188
|
5.15K
$315K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-5- 0.06% |
$287 - $314
|
8.98K
$550K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-10- 0.03% |
$575 - $628
|
32.3K
$1.98M
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-13- 0.04% |
$747 - $816
|
31.2K
$1.91M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 0.47% |
$747 - $816
|
2.77K
$169K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-15- 0.18% |
$862 - $941
|
8.26K
$506K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-15- 0.14% |
$862 - $941
|
10.8K
$659K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.1% |
$920 - $1K
|
16.2K
$992K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17- 0.07% |
$977 - $1.07K
|
23.5K
$1.44M
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-19- 0.29% |
$1.09K - $1.19K
|
6.44K
$394K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-20- 0.18% |
$1.15K - $1.26K
|
10.9K
$670K
|