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 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2.58K- 1.1% |
$148K - $162K
|
231K
$14.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-2.6K- 0.63% |
$149K - $163K
|
413K
$25.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-2.65K- 21.19% |
$152K - $166K
|
9.85K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.7K- 34.2% |
$155K - $170K
|
5.2K
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.78K- 38.91% |
$160K - $174K
|
4.36K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.82K- 32.65% |
$162K - $177K
|
5.81K
$356K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-2.82K- 11.52% |
$162K - $177K
|
21.7K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.84K- 11.36% |
$163K - $178K
|
22.1K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.88K- 6.32% |
$166K - $181K
|
42.8K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.89K- 6.94% |
$166K - $181K
|
38.7K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.98K- 3.33% |
$171K - $187K
|
86.5K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3K- 48.06% |
$172K - $188K
|
3.24K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.01K- 1.01% |
$173K - $189K
|
295K
$18.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-3.06K- 7.46% |
$176K - $192K
|
38K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.16K- 2.85% |
$181K - $198K
|
108K
$6.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.16K- 2.06% |
$182K - $198K
|
150K
$9.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 9.08% |
$187K - $204K
|
32.5K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-3.33K- 36.83% |
$191K - $209K
|
5.72K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.36K- 1.86% |
$193K - $211K
|
177K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-3.44K- 9.02% |
$198K - $216K
|
34.7K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.5K- 1.63% |
$201K - $220K
|
211K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.74K- 3.4% |
$215K - $235K
|
106K
$6.5M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.96K- 0.26% |
$228K - $249K
|
1.52M
$93.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-4.2K- 2.69% |
$241K - $264K
|
152K
$9.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-4.23K- 3.84% |
$243K - $265K
|
106K
$6.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4.28K- 3.09% |
$246K - $268K
|
134K
$8.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.45K- 1.09% |
$256K - $279K
|
405K
$24.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.45K- 3.04% |
$256K - $280K
|
142K
$8.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.51K- 97.81% |
$259K - $283K
|
101
$6.19K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.69K- 8.02% |
$270K - $294K
|
53.8K
$3.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-5.05K- 4.88% |
$290K - $317K
|
98.5K
$6.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.05K- 24.83% |
$290K - $317K
|
15.3K
$937K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.1K- 23.31% |
$293K - $320K
|
16.8K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.11K- 4.65% |
$294K - $321K
|
105K
$6.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.25K- 1.99% |
$302K - $330K
|
258K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.32K- 0.74% |
$305K - $334K
|
717K
$43.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.37K- 3.22% |
$308K - $337K
|
161K
$9.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.48K- 3.26% |
$315K - $344K
|
163K
$9.97M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-5.52K- 5.14% |
$317K - $346K
|
102K
$6.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-5.55K- 21.38% |
$319K - $348K
|
20.4K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.55K- 1.07% |
$319K - $349K
|
513K
$31.4M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-5.75K- 45.8% |
$331K - $361K
|
6.81K
$417K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.87K- 39.36% |
$337K - $369K
|
9.05K
$554K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.17K- 22.5% |
$355K - $387K
|
21.3K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.21K- 8.57% |
$357K - $390K
|
66.3K
$4.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-6.22K- 6.14% |
$357K - $390K
|
95.1K
$5.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-6.22K- 3.7% |
$357K - $390K
|
162K
$9.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.47K- 15.4% |
$372K - $406K
|
35.6K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.98K- 26.95% |
$401K - $438K
|
18.9K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 10.22% |
$405K - $442K
|
61.9K
$3.79M
|