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 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-965- 20.97% |
$55.5K - $60.6K
|
3.64K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-968- 1.04% |
$55.6K - $60.8K
|
92.5K
$5.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-970- 18.73% |
$55.7K - $60.9K
|
4.21K
$262K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-972- 3.91% |
$55.9K - $61K
|
23.9K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-980- 1.76% |
$56.3K - $61.5K
|
54.8K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 7.49% |
$57.5K - $62.8K
|
12.3K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1K- 20.85% |
$57.5K - $62.8K
|
3.8K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1K- 16.97% |
$57.5K - $62.8K
|
4.89K
$305K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.02K- 6.47% |
$58.3K - $63.7K
|
14.7K
$913K
|
|
|
Oct 03, 2024
Q3 2024
|
Pacific Wealth Management
|
SELL
|
- |
-1.06K- 9.92% |
$61.1K - $66.7K
|
9.66K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 8.6% |
$61.7K - $67.4K
|
11.4K
$710K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.1K- 13.09% |
$63.1K - $68.9K
|
7.29K
$454K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.11K- 48.83% |
$63.6K - $69.4K
|
1.16K
$72.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.12K- 27.27% |
$64.1K - $70K
|
2.97K
$185K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.12K- 12.03% |
$64.1K - $70K
|
8.16K
$508K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.13K- 2.51% |
$64.8K - $70.8K
|
43.9K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.18K- 3.0% |
$67.5K - $73.7K
|
38K
$2.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.19K- 2.65% |
$68.4K - $74.7K
|
43.7K
$2.72M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.24K- 2.42% |
$71.2K - $77.8K
|
50K
$3.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.25K- 2.29% |
$72K - $78.6K
|
53.4K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.26K- 1.51% |
$72.6K - $79.3K
|
82.7K
$5.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.27K- 16.88% |
$72.8K - $79.5K
|
6.24K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.29K- 0.69% |
$74K - $80.8K
|
185K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.3K- 25.06% |
$74.8K - $81.7K
|
3.89K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.35K- 7.68% |
$77.8K - $84.9K
|
16.3K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.38K- 6.62% |
$79.1K - $86.4K
|
19.4K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.43K- 9.22% |
$82K - $89.6K
|
14.1K
$875K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.48K- 9.05% |
$85K - $92.8K
|
14.9K
$925K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.49K- 8.2% |
$85.5K - $93.3K
|
16.6K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.51K- 10.57% |
$86.5K - $94.5K
|
12.7K
$794K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.51K- 1.18% |
$87K - $95K
|
126K
$7.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 1.0% |
$87.1K - $95.1K
|
149K
$9.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.54K- 5.3% |
$88.5K - $96.7K
|
27.5K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.58K- 4.01% |
$90.6K - $99K
|
37.7K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.6K- 33.29% |
$91.8K - $100K
|
3.2K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.71K- 3.63% |
$98.3K - $107K
|
45.4K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.71K- 10.31% |
$98.5K - $108K
|
14.9K
$928K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.75K- 3.26% |
$100K - $110K
|
51.9K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.77K- 1.96% |
$102K - $111K
|
88.6K
$5.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.79K- 76.1% |
$103K - $113K
|
563
$35.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.86K- 25.71% |
$107K - $117K
|
5.38K
$335K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.86K- 5.1% |
$107K - $117K
|
34.6K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.87K- 0.93% |
$107K - $117K
|
198K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 1.64% |
$109K - $119K
|
114K
$7.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.91K- 4.22% |
$110K - $120K
|
43.4K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.96K- 6.95% |
$112K - $123K
|
26.2K
$1.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.96K- 28.2% |
$113K - $123K
|
4.99K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.01K- 16.03% |
$115K - $126K
|
10.5K
$654K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.01K- 6.3% |
$115K - $126K
|
29.9K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-2.03K- 7.06% |
$116K - $127K
|
26.7K
$1.66M
|