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 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-158- 1.27% |
$9.08K - $9.92K
|
12.3K
$753K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-172- 0.38% |
$9.88K - $10.8K
|
45K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-173- 3.23% |
$9.94K - $10.9K
|
5.18K
$317K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-174- 1.0% |
$10K - $10.9K
|
17.3K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-181- 1.69% |
$10.4K - $11.4K
|
10.6K
$647K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-182- 2.27% |
$10.5K - $11.4K
|
7.83K
$480K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-183- 0.54% |
$10.5K - $11.5K
|
33.6K
$2.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-189- 3.61% |
$10.9K - $11.9K
|
5.04K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-192- 4.98% |
$11K - $12K
|
3.66K
$224K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-196- 1.54% |
$11.3K - $12.3K
|
12.5K
$767K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-200- 0.38% |
$11.5K - $12.6K
|
52K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-214- 2.81% |
$12.3K - $13.4K
|
7.39K
$453K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-223- 0.32% |
$12.8K - $14K
|
69.5K
$4.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-230- 0.37% |
$13.2K - $14.4K
|
61.3K
$3.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-233- 1.66% |
$13.4K - $14.6K
|
13.8K
$846K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-236- 4.39% |
$13.6K - $14.8K
|
5.14K
$314K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-245- 23.63% |
$14.1K - $15.4K
|
792
$48.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-253- 51.01% |
$14.5K - $15.9K
|
243
$14.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-255- 5.1% |
$14.7K - $16K
|
4.75K
$291K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-260- 2.96% |
$14.9K - $16.3K
|
8.51K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-266- 4.36% |
$15.3K - $16.7K
|
5.83K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-268- 0.23% |
$15.4K - $16.8K
|
117K
$7.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-277- 98.93% |
$15.9K - $17.4K
|
3
$184
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-278- 4.36% |
$16K - $17.4K
|
6.1K
$374K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-285- 1.52% |
$16.4K - $17.9K
|
18.4K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-289- 2.59% |
$16.6K - $18.1K
|
10.9K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-300- 0.11% |
$17.2K - $18.8K
|
261K
$16M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-323- 38.64% |
$18.6K - $20.3K
|
513
$31.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-333- 4.78% |
$19.1K - $20.9K
|
6.63K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-338- 2.13% |
$19.4K - $21.2K
|
15.5K
$950K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-340- 1.46% |
$19.5K - $21.3K
|
23K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-340- 8.42% |
$19.5K - $21.3K
|
3.7K
$226K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-370- 4.59% |
$21.3K - $23.2K
|
7.69K
$471K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-370- 1.61% |
$21.3K - $23.2K
|
22.6K
$1.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-391- 2.89% |
$22.5K - $24.5K
|
13.1K
$804K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-400- 1.55% |
$23K - $25.1K
|
25.4K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-400- 1.43% |
$23K - $25.1K
|
27.5K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-403- 6.88% |
$23.2K - $25.3K
|
5.46K
$334K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-410- 0.8% |
$23.6K - $25.7K
|
50.8K
$3.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-420- 2.61% |
$24.1K - $26.4K
|
15.7K
$961K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-434- 10.58% |
$24.9K - $27.2K
|
3.67K
$225K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-437- 3.35% |
$25.1K - $27.4K
|
12.6K
$772K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-439- 8.37% |
$25.2K - $27.6K
|
4.8K
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-442- 3.85% |
$25.4K - $27.7K
|
11K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-447- 0.49% |
$25.7K - $28.1K
|
91.1K
$5.58M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-450- 9.21% |
$25.9K - $28.2K
|
4.44K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-453- 5.06% |
$26K - $28.4K
|
8.5K
$521K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-468- 1.57% |
$26.9K - $29.4K
|
29.4K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-476- 3.65% |
$27.4K - $29.9K
|
12.6K
$769K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-487- 1.86% |
$28K - $30.6K
|
25.7K
$1.57M
|