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 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-501- 40.02% |
$28.8K - $31.4K
|
751
$46K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-503- 1.91% |
$28.9K - $31.6K
|
25.8K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-535- 75.46% |
$30.7K - $33.6K
|
174
$10.7K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-536- 4.51% |
$30.8K - $33.6K
|
11.3K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-545- 1.9% |
$31.3K - $34.2K
|
28.1K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-545- 13.52% |
$31.3K - $34.2K
|
3.49K
$214K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-570- 6.06% |
$32.8K - $35.8K
|
8.84K
$541K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-582- 16.04% |
$33.4K - $36.5K
|
3.05K
$187K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-583- 7.47% |
$33.5K - $36.6K
|
7.22K
$442K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-586- 0.75% |
$33.7K - $36.8K
|
78K
$4.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-597- 0.82% |
$34.3K - $37.5K
|
72.4K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-598- 0.71% |
$34.4K - $37.5K
|
83.3K
$5.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-615- 2.55% |
$35.3K - $38.6K
|
23.5K
$1.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-642- 2.07% |
$36.9K - $40.3K
|
30.3K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-647- 1.71% |
$37.2K - $40.6K
|
37.2K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-659- 0.33% |
$37.9K - $41.4K
|
196K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-667- 0.4% |
$38.3K - $41.9K
|
168K
$10.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-674- 5.88% |
$38.7K - $42.3K
|
10.8K
$660K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-675- 4.49% |
$38.8K - $42.4K
|
14.4K
$880K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-676- 0.22% |
$38.8K - $42.4K
|
304K
$18.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-694- 0.73% |
$39.9K - $43.6K
|
95K
$5.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-700- 1.28% |
$40.2K - $43.9K
|
54.2K
$3.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-728- 5.78% |
$41.8K - $45.7K
|
11.9K
$726K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-757- 0.7% |
$43.5K - $47.5K
|
108K
$6.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-781- 12.01% |
$44.9K - $49K
|
5.72K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-800- 7.95% |
$46K - $50.2K
|
9.26K
$567K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-830- 10.8% |
$47.7K - $52.1K
|
6.86K
$420K
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-845- 4.85% |
$48.6K - $53K
|
16.6K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-850- 9.47% |
$48.8K - $53.3K
|
8.12K
$497K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-862- 1.2% |
$49.5K - $54.1K
|
71.1K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-871- 64.57% |
$50.1K - $54.7K
|
478
$29.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-892- 4.26% |
$51.3K - $56K
|
20K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-895- 2.71% |
$51.4K - $56.2K
|
32.2K
$1.97M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-896- 21.9% |
$51.5K - $56.2K
|
3.2K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-900- 95.24% |
$51.7K - $56.5K
|
45
$2.76K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-924- 0.79% |
$53.1K - $58K
|
116K
$7.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-944- 2.3% |
$54.3K - $59.2K
|
40K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-959- 2.48% |
$55.1K - $60.2K
|
37.6K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-965- 20.97% |
$55.5K - $60.6K
|
3.64K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-968- 1.04% |
$55.6K - $60.8K
|
92.5K
$5.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-970- 18.73% |
$55.7K - $60.9K
|
4.21K
$258K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-972- 3.91% |
$55.9K - $61K
|
23.9K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-980- 1.76% |
$56.3K - $61.5K
|
54.8K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 7.49% |
$57.5K - $62.8K
|
12.3K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1K- 20.85% |
$57.5K - $62.8K
|
3.8K
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1K- 16.97% |
$57.5K - $62.8K
|
4.89K
$300K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.02K- 6.47% |
$58.3K - $63.7K
|
14.7K
$898K
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
SELL
|
- |
-1.06K- 9.92% |
$61.1K - $66.7K
|
9.66K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 8.6% |
$61.7K - $67.4K
|
11.4K
$699K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.1K- 13.09% |
$63.1K - $68.9K
|
7.29K
$447K
|