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 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
43.3KNew |
$2.49M - $2.72M
|
43.3K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
43.2KNew |
$2.48M - $2.71M
|
43.2K
$2.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
42.6KNew |
$2.45M - $2.68M
|
42.6K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
42.4K+ 86.91% |
$2.44M - $2.66M
|
91.3K
$5.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
41.3K+ 5.15% |
$2.38M - $2.59M
|
844K
$51.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
41.2KNew |
$2.37M - $2.59M
|
41.2K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40.8K+ 15638.31% |
$2.35M - $2.56M
|
41.1K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
39.5KNew |
$2.27M - $2.48M
|
39.5K
$2.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
39.2KNew |
$2.25M - $2.46M
|
39.2K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38.2K+ 37.89% |
$2.2M - $2.4M
|
139K
$8.55M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
36.5KNew |
$2.09M - $2.29M
|
36.5K
$2.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
35.8K+ 5.37% |
$2.06M - $2.25M
|
703K
$43.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.8K+ 2.46% |
$2.05M - $2.24M
|
1.49M
$91.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
33.8K+ 20.78% |
$1.94M - $2.12M
|
197K
$12.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
33.7K+ 24.17% |
$1.94M - $2.12M
|
173K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.6K+ 2.03% |
$1.93M - $2.11M
|
1.69M
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
33.1KNew |
$1.9M - $2.08M
|
33.1K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
32.7K+ 243.55% |
$1.88M - $2.05M
|
46.1K
$2.84M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.3K+ 6.82% |
$1.86M - $2.03M
|
506K
$31.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.1K+ 69.74% |
$1.84M - $2.01M
|
78K
$4.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.6K+ 131.67% |
$1.82M - $1.98M
|
55.6K
$3.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31.5K+ 5.9% |
$1.81M - $1.98M
|
565K
$34.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
30.9K+ 22.18% |
$1.77M - $1.94M
|
170K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
28.8K+ 37.92% |
$1.66M - $1.81M
|
105K
$6.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
28.5K+ 232.18% |
$1.64M - $1.79M
|
40.8K
$2.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
27.4KNew |
$1.58M - $1.72M
|
27.4K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
27.1KNew |
$1.56M - $1.7M
|
27.1K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
26.7K+ 2.23% |
$1.54M - $1.68M
|
1.23M
$75.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.5K+ 13.46% |
$1.52M - $1.66M
|
223K
$13.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25.6K+ 24.26% |
$1.47M - $1.61M
|
131K
$8.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
25.5KNew |
$1.47M - $1.6M
|
25.5K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
25.5K+ 349.45% |
$1.47M - $1.6M
|
32.8K
$2.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
24.8K+ 2.3% |
$1.43M - $1.56M
|
1.1M
$67.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
24.6K+ 2.25% |
$1.41M - $1.54M
|
1.12M
$68.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24.3K+ 18.36% |
$1.4M - $1.53M
|
157K
$9.65M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
24.3K+ 4.28% |
$1.4M - $1.53M
|
593K
$36.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.2K+ 46.19% |
$1.39M - $1.52M
|
76.6K
$4.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
24KNew |
$1.38M - $1.51M
|
24K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
23.4K+ 8.48% |
$1.35M - $1.47M
|
300K
$18.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.3K+ 2.47% |
$1.34M - $1.46M
|
966K
$59.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
23.2K+ 92.75% |
$1.34M - $1.46M
|
48.3K
$2.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
22.2K+ 4.32% |
$1.27M - $1.39M
|
536K
$33M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.3K+ 63.29% |
$1.23M - $1.34M
|
55.1K
$3.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
21.1K+ 4.68% |
$1.21M - $1.32M
|
471K
$29M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21K+ 17.3% |
$1.21M - $1.32M
|
142K
$8.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
20.9K+ 156.25% |
$1.2M - $1.31M
|
34.3K
$2.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.8KNew |
$1.2M - $1.31M
|
20.8K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
20.6K+ 109.46% |
$1.19M - $1.29M
|
39.5K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
20.2K+ 10.58% |
$1.16M - $1.27M
|
211K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20.2K+ 12.36% |
$1.16M - $1.26M
|
183K
$11.3M
|