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 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20K+ 4.61% |
$1.15M - $1.26M
|
455K
$28M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
19.9K+ 434.54% |
$1.14M - $1.25M
|
24.5K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
19.8K+ 506.75% |
$1.14M - $1.24M
|
23.7K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19.8KNew |
$1.14M - $1.24M
|
19.8K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
19.6K+ 5.33% |
$1.13M - $1.23M
|
388K
$23.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
19.6KNew |
$1.13M - $1.23M
|
19.6K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19K+ 31.65% |
$1.09M - $1.19M
|
78.9K
$4.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.5K+ 7.75% |
$1.06M - $1.16M
|
257K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.5K+ 19.59% |
$1.06M - $1.16M
|
113K
$6.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.4KNew |
$1.06M - $1.15M
|
18.4K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
17.5K+ 135.26% |
$1.01M - $1.1M
|
30.5K
$1.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3K+ 17.73% |
$994K - $1.09M
|
115K
$7.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
17.3K+ 3.51% |
$994K - $1.09M
|
510K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17.3K+ 29.93% |
$993K - $1.08M
|
75K
$4.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
17.1K+ 7.71% |
$980K - $1.07M
|
238K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.1K+ 8.84% |
$980K - $1.07M
|
210K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17K+ 3.54% |
$977K - $1.07M
|
496K
$30.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
17K+ 6.77% |
$976K - $1.07M
|
268K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.4K+ 0.23% |
$942K - $1.03M
|
7.09M
$436M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.9K+ 23.74% |
$917K - $1M
|
83.1K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
15.7K+ 9.93% |
$905K - $988K
|
174K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
15.6K+ 8.2% |
$895K - $977K
|
206K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
15.5KNew |
$888K - $970K
|
15.5K
$951K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15.4K+ 142.22% |
$886K - $968K
|
26.3K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.3K+ 4480.41% |
$881K - $962K
|
15.7K
$964K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.3K+ 227.83% |
$879K - $960K
|
22K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 24.11% |
$877K - $958K
|
78.6K
$4.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
15.2K+ 5.97% |
$872K - $953K
|
270K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14.4K+ 6.95% |
$828K - $904K
|
222K
$13.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
14.4K+ 3.83% |
$826K - $902K
|
390K
$24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4K+ 85.5% |
$769K - $840K
|
29K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
13.3KNew |
$765K - $836K
|
13.3K
$819K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 8.0% |
$765K - $836K
|
180K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
13.3KNew |
$762K - $832K
|
13.3K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13.2K+ 2.26% |
$759K - $829K
|
599K
$36.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 186.42% |
$713K - $778K
|
19.1K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.3K+ 4.02% |
$704K - $769K
|
317K
$19.5M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.8K+ 41.17% |
$677K - $739K
|
40.4K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
11.7KNew |
$671K - $733K
|
11.7K
$719K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11.7KNew |
$670K - $731K
|
11.7K
$717K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
11.6K+ 11.05% |
$669K - $731K
|
117K
$7.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
11.5KNew |
$659K - $720K
|
11.5K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.4K+ 33.79% |
$654K - $714K
|
45.1K
$2.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11K+ 1.32% |
$632K - $690K
|
846K
$52.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
10.9KNew |
$628K - $686K
|
10.9K
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.9K+ 8.04% |
$627K - $685K
|
147K
$9.02M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
10.8KNew |
$621K - $679K
|
10.8K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.6K+ 164.6% |
$611K - $667K
|
17.1K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 3.35% |
$611K - $667K
|
328K
$20.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$609K - $665K
|
10.6K
$652K
|