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 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-21- 0.17% |
$1.21K - $1.32K
|
12.1K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-23- 0.07% |
$1.32K - $1.44K
|
33.9K
$2.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-23- 0.19% |
$1.32K - $1.44K
|
12.2K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-24- 0.35% |
$1.38K - $1.51K
|
6.92K
$424K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-26- 2.82% |
$1.49K - $1.63K
|
896
$54.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-30- 0.05% |
$1.72K - $1.88K
|
60.5K
$3.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-31- 0.12% |
$1.78K - $1.95K
|
25.8K
$1.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-34- 0.04% |
$1.95K - $2.13K
|
92K
$5.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-36- 0.61% |
$2.07K - $2.26K
|
5.91K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-36- 0.78% |
$2.07K - $2.26K
|
4.57K
$280K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-45- 1.69% |
$2.59K - $2.82K
|
2.61K
$160K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-46- 0.93% |
$2.64K - $2.89K
|
4.92K
$301K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-47- 0.69% |
$2.7K - $2.95K
|
6.72K
$411K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-50- 1.32% |
$2.87K - $3.14K
|
3.74K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-50- 7.76% |
$2.87K - $3.14K
|
594
$36.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-58- 1.06% |
$3.33K - $3.64K
|
5.39K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-59- 0.2% |
$3.39K - $3.7K
|
28.8K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-59- 0.19% |
$3.39K - $3.7K
|
31.6K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-59- 0.39% |
$3.39K - $3.7K
|
15.1K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-60- 0.59% |
$3.45K - $3.77K
|
10K
$615K
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-61- 1.52% |
$3.51K - $3.83K
|
3.95K
$242K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-63- 0.43% |
$3.62K - $3.95K
|
14.5K
$886K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-64- 0.6% |
$3.68K - $4.02K
|
10.6K
$651K
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-65- 0.26% |
$3.74K - $4.08K
|
25.4K
$1.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-69- 0.86% |
$3.97K - $4.33K
|
7.94K
$486K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-70- 0.63% |
$4.02K - $4.39K
|
11.1K
$678K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.7% |
$4.31K - $4.71K
|
10.7K
$653K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-75- 1.21% |
$4.31K - $4.71K
|
6.1K
$374K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-77- 0.32% |
$4.43K - $4.83K
|
24.3K
$1.49M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-77- 1.81% |
$4.43K - $4.83K
|
4.17K
$255K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-78- 0.29% |
$4.48K - $4.9K
|
26.5K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-83- 1.27% |
$4.77K - $5.21K
|
6.47K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-84- 0.02% |
$4.83K - $5.27K
|
378K
$23.2M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-85- 2.27% |
$4.88K - $5.33K
|
3.66K
$224K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-86- 0.49% |
$4.94K - $5.4K
|
17.6K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-91- 1.92% |
$5.23K - $5.71K
|
4.65K
$285K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-91- 0.05% |
$5.23K - $5.71K
|
167K
$10.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-92- 1.92% |
$5.29K - $5.77K
|
4.7K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-100- 17.36% |
$5.75K - $6.28K
|
476
$29.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-108- 0.43% |
$6.21K - $6.78K
|
25.3K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-108- 1.4% |
$6.21K - $6.78K
|
7.62K
$466K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-113- 3.11% |
$6.49K - $7.09K
|
3.52K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-118- 1.88% |
$6.78K - $7.41K
|
6.17K
$378K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-120- 1.44% |
$6.9K - $7.53K
|
8.23K
$504K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-123- 2.77% |
$7.07K - $7.72K
|
4.32K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-132- 0.69% |
$7.59K - $8.28K
|
19K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-132- 1.63% |
$7.59K - $8.28K
|
7.96K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-141- 6.72% |
$8.1K - $8.85K
|
1.96K
$120K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-143- 1.05% |
$8.22K - $8.97K
|
13.4K
$823K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-157- 0.44% |
$9.02K - $9.85K
|
35.3K
$2.16M
|