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 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.39KNew |
$310K - $338K
|
5.39K
$332K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
5.38K+ 1.66% |
$309K - $338K
|
329K
$20.2M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.35KNew |
$307K - $336K
|
5.35K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.27KNew |
$303K - $331K
|
5.27K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.25K+ 7.65% |
$302K - $330K
|
74K
$4.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
5.19K+ 3.02% |
$298K - $326K
|
177K
$10.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.17K+ 1.38% |
$297K - $325K
|
380K
$23.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.14K+ 3.69% |
$295K - $323K
|
144K
$8.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5.12K+ 2.61% |
$294K - $321K
|
202K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
5.02K+ 41.18% |
$288K - $315K
|
17.2K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.93K+ 4.39% |
$283K - $309K
|
117K
$7.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.89K+ 19.47% |
$281K - $307K
|
30K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.89K+ 88.66% |
$281K - $307K
|
10.4K
$640K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.86K+ 2.75% |
$279K - $305K
|
182K
$11.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.86KNew |
$279K - $305K
|
4.86K
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.82K+ 18.58% |
$277K - $303K
|
30.8K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.75K+ 17.53% |
$273K - $298K
|
31.8K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.7KNew |
$270K - $295K
|
4.7K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.65K+ 5.69% |
$267K - $292K
|
86.4K
$5.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.41K+ 7.23% |
$254K - $277K
|
65.4K
$4.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.4K+ 4.05% |
$253K - $276K
|
113K
$6.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.37K+ 24.11% |
$251K - $274K
|
22.5K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
4.35K+ 45.4% |
$250K - $273K
|
13.9K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.3K+ 48.87% |
$247K - $270K
|
13.1K
$806K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.27KNew |
$245K - $268K
|
4.27K
$262K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.26K+ 8.19% |
$245K - $267K
|
56.3K
$3.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.19KNew |
$241K - $263K
|
4.19K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.17K+ 3.2% |
$239K - $261K
|
134K
$8.26M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4KNew |
$230K - $251K
|
4K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.99K+ 30.95% |
$229K - $250K
|
16.9K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.97K+ 3.61% |
$228K - $249K
|
114K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.95KNew |
$227K - $248K
|
3.95K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.94K+ 90.2% |
$226K - $247K
|
8.3K
$511K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.93KNew |
$226K - $247K
|
3.93K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.89K+ 0.68% |
$223K - $244K
|
579K
$35.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.88KNew |
$223K - $244K
|
3.88K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.85K+ 2.11% |
$221K - $242K
|
186K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.85KNew |
$221K - $242K
|
3.85K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.85KNew |
$221K - $242K
|
3.85K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.8KNew |
$219K - $239K
|
3.8K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.76K+ 53.65% |
$216K - $236K
|
10.8K
$663K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
3.69KNew |
$212K - $232K
|
3.69K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.68K+ 10.33% |
$212K - $231K
|
39.3K
$2.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.67K+ 1610.53% |
$211K - $230K
|
3.9K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.67KNew |
$211K - $230K
|
3.67K
$226K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.67K+ 38.2% |
$211K - $230K
|
13.3K
$816K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
3.67K+ 0.69% |
$211K - $230K
|
531K
$32.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.64K+ 40.42% |
$209K - $229K
|
12.6K
$778K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.6K+ 0.7% |
$207K - $226K
|
518K
$31.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.57KNew |
$205K - $224K
|
3.57K
$220K
|