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 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-38.5K- 13.32% |
$2.21M - $2.41M
|
250K
$15.4M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-39.5K- 6.42% |
$2.27M - $2.48M
|
576K
$35.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.3K- 8.36% |
$2.72M - $2.97M
|
519K
$31.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-50.7K- 31.4% |
$2.91M - $3.18M
|
111K
$6.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-53.6K- 53.67% |
$3.08M - $3.36M
|
46.3K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-71.2K- 18.59% |
$4.09M - $4.47M
|
312K
$19.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-72.1K- 93.02% |
$4.14M - $4.52M
|
5.41K
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-75.5K- 48.19% |
$4.34M - $4.74M
|
81.1K
$4.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-84.2K- 31.37% |
$4.84M - $5.28M
|
184K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-89.2K- 8.41% |
$5.13M - $5.6M
|
972K
$59.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-99.6K- 24.32% |
$5.72M - $6.25M
|
310K
$19.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-101K- 29.58% |
$5.79M - $6.32M
|
240K
$14.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-106K- 13.99% |
$6.07M - $6.63M
|
650K
$40M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-116K- 44.57% |
$6.69M - $7.31M
|
145K
$8.91M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-149K- 80.08% |
$8.56M - $9.35M
|
37.1K
$2.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-171K- 35.71% |
$9.85M - $10.8M
|
309K
$19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-209K- 2.37% |
$12M - $13.1M
|
8.61M
$530M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-215K- 10.75% |
$12.4M - $13.5M
|
1.79M
$110M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-231K- 95.37% |
$13.3M - $14.5M
|
11.2K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-270K- 12.99% |
$15.5M - $16.9M
|
1.81M
$111M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-513K- 2.71% |
$29.5M - $32.2M
|
18.4M
$1.13B
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-522K- 6.66% |
$30M - $32.8M
|
7.32M
$450M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-744K- 80.39% |
$42.8M - $46.7M
|
182K
$11.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.03M- 93.81% |
$58.9M - $64.3M
|
67.6K
$4.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.26M- 98.28% |
$72.6M - $79.3M
|
22.2K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.82M- 29.06% |
$105M - $114M
|
4.45M
$274M
|