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 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.53K+ 9.57% |
$203K - $221K
|
40.4K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.52K+ 11.34% |
$202K - $221K
|
34.6K
$2.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.5K+ 114.78% |
$201K - $220K
|
6.55K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.47KNew |
$200K - $218K
|
3.47K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.45KNew |
$198K - $216K
|
3.45K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.44KNew |
$198K - $216K
|
3.44K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.44KNew |
$198K - $216K
|
3.44K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.43KNew |
$197K - $215K
|
3.43K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.42KNew |
$197K - $215K
|
3.42K
$210K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
3.4KNew |
$196K - $214K
|
3.4K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
3.4KNew |
$195K - $213K
|
3.4K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
3.39KNew |
$195K - $213K
|
3.39K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.39K+ 1.15% |
$195K - $213K
|
298K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.38KNew |
$194K - $212K
|
3.38K
$208K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.36K+ 14.9% |
$193K - $211K
|
25.9K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
3.34KNew |
$192K - $210K
|
3.34K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.32KNew |
$191K - $208K
|
3.32K
$204K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
3.3KNew |
$190K - $207K
|
3.3K
$203K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
3.29K+ 3.64% |
$189K - $206K
|
93.7K
$5.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.29KNew |
$189K - $206K
|
3.29K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.26KNew |
$187K - $205K
|
3.26K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.25KNew |
$187K - $204K
|
3.25K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
3.24KNew |
$186K - $203K
|
3.24K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.22KNew |
$185K - $202K
|
3.22K
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.22KNew |
$185K - $202K
|
3.22K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.17K+ 14.19% |
$182K - $199K
|
25.5K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.16K+ 13.42% |
$181K - $198K
|
26.7K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.14K+ 96.73% |
$180K - $197K
|
6.38K
$392K
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.13K+ 3.71% |
$180K - $196K
|
87.3K
$5.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
3.11K+ 19.65% |
$179K - $195K
|
19K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.1K+ 0.22% |
$178K - $195K
|
1.41M
$86.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3K+ 8.19% |
$173K - $189K
|
39.7K
$2.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.97K+ 6.26% |
$171K - $186K
|
50.4K
$3.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 0.86% |
$169K - $184K
|
344K
$21.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.92K+ 13.89% |
$168K - $183K
|
23.9K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.9K+ 3.3% |
$166K - $182K
|
90.7K
$5.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.85KNew |
$164K - $179K
|
2.85K
$175K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.81K+ 51.38% |
$161K - $176K
|
8.28K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.73K+ 12.71% |
$157K - $171K
|
24.2K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.63K+ 100.5% |
$151K - $165K
|
5.24K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
2.57K+ 5.92% |
$147K - $161K
|
45.9K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2.55K+ 1.66% |
$146K - $160K
|
156K
$9.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.53K+ 6.27% |
$145K - $159K
|
42.9K
$2.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.49K+ 9.17% |
$143K - $157K
|
29.7K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.49K+ 2.76% |
$143K - $156K
|
92.5K
$5.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.45K+ 0.91% |
$141K - $154K
|
272K
$16.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.45K+ 1.31% |
$141K - $153K
|
189K
$11.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.38K+ 20.78% |
$137K - $150K
|
13.9K
$852K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.35K+ 1.33% |
$135K - $148K
|
179K
$11M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.35K+ 58.81% |
$135K - $147K
|
6.35K
$390K
|