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 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.48K- 3.26% |
$315K - $344K
|
163K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-5.52K- 5.14% |
$317K - $346K
|
102K
$6.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-5.55K- 21.38% |
$319K - $348K
|
20.4K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.55K- 1.07% |
$319K - $349K
|
513K
$31.9M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-5.75K- 45.8% |
$331K - $361K
|
6.81K
$424K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.87K- 39.36% |
$337K - $369K
|
9.05K
$563K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.17K- 22.5% |
$355K - $387K
|
21.3K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.21K- 8.57% |
$357K - $390K
|
66.3K
$4.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-6.22K- 6.14% |
$357K - $390K
|
95.1K
$5.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-6.22K- 3.7% |
$357K - $390K
|
162K
$10.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.47K- 15.4% |
$372K - $406K
|
35.6K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.98K- 26.95% |
$401K - $438K
|
18.9K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 10.22% |
$405K - $442K
|
61.9K
$3.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-7.74K- 3.96% |
$445K - $486K
|
188K
$11.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-7.75K- 8.25% |
$445K - $486K
|
86.1K
$5.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-7.8K- 3.3% |
$448K - $489K
|
229K
$14.2M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-7.9K- 4.31% |
$454K - $496K
|
175K
$10.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.96K- 39.32% |
$457K - $499K
|
12.3K
$765K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.53K- 0.28% |
$490K - $536K
|
3.01M
$188M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.07K- 90.91% |
$521K - $569K
|
907
$56.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.58K- 3.44% |
$551K - $601K
|
269K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-9.6K- 27.79% |
$552K - $603K
|
25K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.74K- 37.69% |
$560K - $611K
|
16.1K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-9.98K- 4.84% |
$574K - $626K
|
196K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10K- 1.58% |
$576K - $629K
|
625K
$38.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-10.3K- 30.38% |
$590K - $644K
|
23.5K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-10.4K- 7.47% |
$598K - $653K
|
129K
$8.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.8K- 7.19% |
$623K - $680K
|
140K
$8.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-11.1K- 4.58% |
$637K - $696K
|
231K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-11.3K- 1.8% |
$648K - $708K
|
616K
$38.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.8K- 1.22% |
$677K - $740K
|
957K
$59.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-11.9K- 3.36% |
$686K - $749K
|
343K
$21.3M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.2K- 9.48% |
$701K - $766K
|
117K
$7.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12.5K- 5.15% |
$719K - $785K
|
230K
$14.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12.5K- 18.92% |
$721K - $787K
|
53.8K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-12.9K- 57.41% |
$741K - $809K
|
9.57K
$596K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-13K- 5.49% |
$748K - $817K
|
224K
$14M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-13.9K- 7.06% |
$797K - $870K
|
183K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-14.4K- 14.89% |
$826K - $902K
|
82.2K
$5.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.3K- 8.7% |
$880K - $961K
|
161K
$10M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-17.5K- 40.53% |
$1.01M - $1.1M
|
25.7K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-17.6K- 11.25% |
$1.01M - $1.11M
|
139K
$8.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-18.1K- 18.57% |
$1.04M - $1.13M
|
79.3K
$4.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-18.8K- 13.35% |
$1.08M - $1.18M
|
122K
$7.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-19.3K- 10.39% |
$1.11M - $1.21M
|
166K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-19.9K- 83.56% |
$1.14M - $1.25M
|
3.91K
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.8K- 5.26% |
$1.19M - $1.3M
|
374K
$23.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-21.8K- 7.82% |
$1.25M - $1.37M
|
257K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.2K- 5.45% |
$1.39M - $1.52M
|
420K
$26.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-24.6K- 15.5% |
$1.41M - $1.54M
|
134K
$8.35M
|