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 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-13- 0.04% |
$747 - $816
|
31.2K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 0.47% |
$747 - $816
|
2.77K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-15- 0.18% |
$862 - $941
|
8.26K
$514K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-15- 0.14% |
$862 - $941
|
10.8K
$670K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-16- 0.1% |
$920 - $1K
|
16.2K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17- 0.07% |
$977 - $1.07K
|
23.5K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-19- 0.29% |
$1.09K - $1.19K
|
6.44K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-20- 0.18% |
$1.15K - $1.26K
|
10.9K
$681K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-21- 0.17% |
$1.21K - $1.32K
|
12.1K
$753K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-23- 0.07% |
$1.32K - $1.44K
|
33.9K
$2.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-23- 0.19% |
$1.32K - $1.44K
|
12.2K
$760K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-24- 0.35% |
$1.38K - $1.51K
|
6.92K
$431K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-26- 2.82% |
$1.49K - $1.63K
|
896
$55.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-30- 0.05% |
$1.72K - $1.88K
|
60.5K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-31- 0.12% |
$1.78K - $1.95K
|
25.8K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-34- 0.04% |
$1.95K - $2.13K
|
92K
$5.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-36- 0.61% |
$2.07K - $2.26K
|
5.91K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-36- 0.78% |
$2.07K - $2.26K
|
4.57K
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-45- 1.69% |
$2.59K - $2.82K
|
2.61K
$163K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-46- 0.93% |
$2.64K - $2.89K
|
4.92K
$306K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-47- 0.69% |
$2.7K - $2.95K
|
6.72K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-50- 7.76% |
$2.87K - $3.14K
|
594
$37K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-50- 1.32% |
$2.87K - $3.14K
|
3.74K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-58- 1.06% |
$3.33K - $3.64K
|
5.39K
$336K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-59- 0.19% |
$3.39K - $3.7K
|
31.6K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-59- 0.2% |
$3.39K - $3.7K
|
28.8K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-59- 0.39% |
$3.39K - $3.7K
|
15.1K
$939K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-60- 0.59% |
$3.45K - $3.77K
|
10K
$625K
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-61- 1.52% |
$3.51K - $3.83K
|
3.95K
$246K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-63- 0.43% |
$3.62K - $3.95K
|
14.5K
$901K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-64- 0.6% |
$3.68K - $4.02K
|
10.6K
$662K
|
|
|
Nov 06, 2024
Q3 2024
|
Gouws Capital LLC
|
SELL
|
- |
-65- 0.26% |
$3.74K - $4.08K
|
25.4K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-69- 0.86% |
$3.97K - $4.33K
|
7.94K
$495K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-70- 0.63% |
$4.02K - $4.39K
|
11.1K
$689K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-75- 1.21% |
$4.31K - $4.71K
|
6.1K
$380K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.7% |
$4.31K - $4.71K
|
10.7K
$664K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-77- 1.81% |
$4.43K - $4.83K
|
4.17K
$260K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-77- 0.32% |
$4.43K - $4.83K
|
24.3K
$1.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-78- 0.29% |
$4.48K - $4.9K
|
26.5K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-83- 1.27% |
$4.77K - $5.21K
|
6.47K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-84- 0.02% |
$4.83K - $5.27K
|
378K
$23.6M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-85- 2.27% |
$4.88K - $5.33K
|
3.66K
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-86- 0.49% |
$4.94K - $5.4K
|
17.6K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-91- 1.92% |
$5.23K - $5.71K
|
4.65K
$290K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-91- 0.05% |
$5.23K - $5.71K
|
167K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-92- 1.92% |
$5.29K - $5.77K
|
4.7K
$292K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-100- 17.36% |
$5.75K - $6.28K
|
476
$29.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-108- 1.4% |
$6.21K - $6.78K
|
7.62K
$474K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-108- 0.43% |
$6.21K - $6.78K
|
25.3K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
SELL
|
- |
-113- 3.11% |
$6.49K - $7.09K
|
3.52K
$219K
|