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 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.07K- 12.62% |
$119K - $130K
|
14.3K
$892K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-2.13K- 17.19% |
$123K - $134K
|
10.3K
$640K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.2K- 50.68% |
$127K - $138K
|
2.14K
$133K
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.25K- 5.11% |
$129K - $141K
|
41.8K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.33K- 2.39% |
$134K - $146K
|
95.2K
$5.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.35K- 5.08% |
$135K - $147K
|
43.9K
$2.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.39K- 16.36% |
$137K - $150K
|
12.2K
$761K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.44K- 7.51% |
$140K - $153K
|
30K
$1.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-2.48K- 3.43% |
$142K - $155K
|
69.7K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.49K- 4.97% |
$143K - $156K
|
47.5K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-2.54K- 1.23% |
$146K - $159K
|
204K
$12.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.54K- 5.92% |
$146K - $160K
|
40.4K
$2.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.57K- 12.25% |
$147K - $161K
|
18.4K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2.58K- 1.1% |
$148K - $162K
|
231K
$14.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-2.6K- 0.63% |
$149K - $163K
|
413K
$25.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-2.65K- 21.19% |
$152K - $166K
|
9.85K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.7K- 34.2% |
$155K - $170K
|
5.2K
$324K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.78K- 38.91% |
$160K - $174K
|
4.36K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.82K- 32.65% |
$162K - $177K
|
5.81K
$362K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-2.82K- 11.52% |
$162K - $177K
|
21.7K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.84K- 11.36% |
$163K - $178K
|
22.1K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.88K- 6.32% |
$166K - $181K
|
42.8K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.89K- 6.94% |
$166K - $181K
|
38.7K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.98K- 3.33% |
$171K - $187K
|
86.5K
$5.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3K- 48.06% |
$172K - $188K
|
3.24K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.01K- 1.01% |
$173K - $189K
|
295K
$18.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-3.06K- 7.46% |
$176K - $192K
|
38K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.16K- 2.85% |
$181K - $198K
|
108K
$6.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.16K- 2.06% |
$182K - $198K
|
150K
$9.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 9.08% |
$187K - $204K
|
32.5K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3.33K- 36.83% |
$191K - $209K
|
5.72K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.36K- 1.86% |
$193K - $211K
|
177K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-3.44K- 9.02% |
$198K - $216K
|
34.7K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.5K- 1.63% |
$201K - $220K
|
211K
$13.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.74K- 3.4% |
$215K - $235K
|
106K
$6.61M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.96K- 0.26% |
$228K - $249K
|
1.52M
$94.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.2K- 2.69% |
$241K - $264K
|
152K
$9.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-4.23K- 3.84% |
$243K - $265K
|
106K
$6.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.28K- 3.09% |
$246K - $268K
|
134K
$8.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.45K- 1.09% |
$256K - $279K
|
405K
$25.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.45K- 3.04% |
$256K - $280K
|
142K
$8.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.51K- 97.81% |
$259K - $283K
|
101
$6.29K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.69K- 8.02% |
$270K - $294K
|
53.8K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.05K- 24.83% |
$290K - $317K
|
15.3K
$952K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-5.05K- 4.88% |
$290K - $317K
|
98.5K
$6.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.1K- 23.31% |
$293K - $320K
|
16.8K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.11K- 4.65% |
$294K - $321K
|
105K
$6.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.25K- 1.99% |
$302K - $330K
|
258K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.32K- 0.74% |
$305K - $334K
|
717K
$44.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.37K- 3.22% |
$308K - $337K
|
161K
$10M
|