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 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.6K+ 189.23% |
$608K - $664K
|
16.2K
$994K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
10.3K+ 61.96% |
$591K - $646K
|
26.9K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
10.3K+ 1.16% |
$591K - $645K
|
898K
$55.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
10.1K+ 12.65% |
$582K - $635K
|
90.1K
$5.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.99KNew |
$574K - $627K
|
9.99K
$614K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9.98K+ 37.86% |
$574K - $626K
|
36.3K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.95K+ 205.66% |
$572K - $624K
|
14.8K
$910K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
9.79K+ 3.13% |
$563K - $615K
|
323K
$19.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.67K+ 3.26% |
$556K - $607K
|
306K
$18.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.4KNew |
$540K - $590K
|
9.4K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
9.32K+ 15.92% |
$536K - $585K
|
67.8K
$4.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9.27K+ 76.38% |
$533K - $582K
|
21.4K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
9.2K+ 23.38% |
$529K - $578K
|
48.6K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
8.91K+ 4051.36% |
$512K - $559K
|
9.13K
$562K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.85K+ 6.87% |
$508K - $555K
|
138K
$8.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
8.68K+ 3.72% |
$499K - $545K
|
242K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.65K+ 4.84% |
$497K - $543K
|
187K
$11.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.43K+ 3.4% |
$485K - $529K
|
257K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8.38K+ 3.15% |
$482K - $526K
|
274K
$16.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
8.36K+ 2.77% |
$480K - $525K
|
310K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
8.35K+ 5.54% |
$480K - $524K
|
159K
$9.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
8.03K+ 2.42% |
$462K - $504K
|
340K
$20.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.77K+ 143.51% |
$446K - $487K
|
13.2K
$811K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.4KNew |
$425K - $464K
|
7.4K
$455K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
7.1K+ 2.67% |
$408K - $446K
|
273K
$16.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.09K+ 4.05% |
$407K - $445K
|
182K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.02K+ 10.57% |
$403K - $440K
|
73.4K
$4.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
6.9K+ 37.92% |
$396K - $433K
|
25.1K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.64K+ 16.25% |
$381K - $417K
|
47.5K
$2.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
6.55KNew |
$376K - $411K
|
6.55K
$403K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.49K+ 35.46% |
$373K - $407K
|
24.8K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6.34K+ 2.09% |
$364K - $398K
|
309K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.3K+ 91.85% |
$362K - $395K
|
13.2K
$810K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
6.23K+ 43.82% |
$358K - $391K
|
20.4K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.18KNew |
$355K - $388K
|
6.18K
$380K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
6.02KNew |
$346K - $378K
|
6.02K
$370K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.01K+ 20.12% |
$346K - $377K
|
35.9K
$2.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.01K+ 1520.76% |
$345K - $377K
|
6.4K
$394K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.99KNew |
$344K - $376K
|
5.99K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.96K+ 5.4% |
$342K - $374K
|
116K
$7.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
5.87K+ 4.64% |
$337K - $368K
|
132K
$8.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
5.77K+ 41.58% |
$332K - $362K
|
19.7K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
5.72K+ 3.23% |
$329K - $359K
|
183K
$11.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.69K+ 3.11% |
$327K - $357K
|
189K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.65K+ 6.73% |
$325K - $355K
|
89.7K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.63K+ 9.79% |
$324K - $353K
|
63.1K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.58K+ 167.27% |
$321K - $350K
|
8.92K
$549K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.52K+ 2.41% |
$317K - $346K
|
234K
$14.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
5.42KNew |
$311K - $340K
|
5.42K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.4KNew |
$310K - $339K
|
5.4K
$332K
|