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 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.11K- 48.83% |
$63.6K - $69.4K
|
1.16K
$71K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.12K- 12.03% |
$64.1K - $70K
|
8.16K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.12K- 27.27% |
$64.1K - $70K
|
2.97K
$182K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.13K- 2.51% |
$64.8K - $70.8K
|
43.9K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.18K- 3.0% |
$67.5K - $73.7K
|
38K
$2.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.19K- 2.65% |
$68.4K - $74.7K
|
43.7K
$2.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.25K- 2.29% |
$72K - $78.6K
|
53.4K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.26K- 1.51% |
$72.6K - $79.3K
|
82.7K
$5.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.27K- 16.88% |
$72.8K - $79.5K
|
6.24K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.29K- 0.69% |
$74K - $80.8K
|
185K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.3K- 25.06% |
$74.8K - $81.7K
|
3.89K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.35K- 7.68% |
$77.8K - $84.9K
|
16.3K
$997K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.38K- 6.62% |
$79.1K - $86.4K
|
19.4K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.43K- 9.22% |
$82K - $89.6K
|
14.1K
$861K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.48K- 9.05% |
$85K - $92.8K
|
14.9K
$910K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 8.2% |
$85.5K - $93.3K
|
16.6K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.51K- 10.57% |
$86.5K - $94.5K
|
12.7K
$781K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.51K- 1.18% |
$87K - $95K
|
126K
$7.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 1.0% |
$87.1K - $95.1K
|
149K
$9.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.54K- 5.3% |
$88.5K - $96.7K
|
27.5K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.58K- 4.01% |
$90.6K - $99K
|
37.7K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.6K- 33.29% |
$91.8K - $100K
|
3.2K
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.71K- 3.63% |
$98.3K - $107K
|
45.4K
$2.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.71K- 10.31% |
$98.5K - $108K
|
14.9K
$913K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.75K- 3.26% |
$100K - $110K
|
51.9K
$3.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.77K- 1.96% |
$102K - $111K
|
88.6K
$5.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.79K- 76.1% |
$103K - $113K
|
563
$34.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.86K- 25.71% |
$107K - $117K
|
5.38K
$329K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.86K- 5.1% |
$107K - $117K
|
34.6K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.87K- 0.93% |
$107K - $117K
|
198K
$12.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 1.64% |
$109K - $119K
|
114K
$6.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.91K- 4.22% |
$110K - $120K
|
43.4K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.96K- 6.95% |
$112K - $123K
|
26.2K
$1.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.96K- 28.2% |
$113K - $123K
|
4.99K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.01K- 16.03% |
$115K - $126K
|
10.5K
$644K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.01K- 6.3% |
$115K - $126K
|
29.9K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-2.03K- 7.06% |
$116K - $127K
|
26.7K
$1.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.07K- 12.62% |
$119K - $130K
|
14.3K
$877K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.13K- 17.19% |
$123K - $134K
|
10.3K
$629K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.2K- 50.68% |
$127K - $138K
|
2.14K
$131K
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.25K- 5.11% |
$129K - $141K
|
41.8K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.33K- 2.39% |
$134K - $146K
|
95.2K
$5.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.35K- 5.08% |
$135K - $147K
|
43.9K
$2.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.39K- 16.36% |
$137K - $150K
|
12.2K
$748K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.44K- 7.51% |
$140K - $153K
|
30K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-2.48K- 3.43% |
$142K - $155K
|
69.7K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.49K- 4.97% |
$143K - $156K
|
47.5K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-2.54K- 1.23% |
$146K - $159K
|
204K
$12.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.54K- 5.92% |
$146K - $160K
|
40.4K
$2.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.57K- 12.25% |
$147K - $161K
|
18.4K
$1.13M
|