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 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.29K+ 64.68% |
$132K - $144K
|
5.83K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.29K+ 59.37% |
$131K - $143K
|
6.13K
$377K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.2K+ 34.82% |
$127K - $138K
|
8.53K
$525K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.14K+ 3.11% |
$123K - $134K
|
71K
$4.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
2.12K+ 35.77% |
$122K - $133K
|
8.05K
$495K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
2.03K+ 13.52% |
$117K - $128K
|
17.1K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.03KNew |
$117K - $127K
|
2.03K
$125K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.95K+ 13.76% |
$112K - $122K
|
16.1K
$989K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.92K+ 1.75% |
$110K - $120K
|
112K
$6.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.9K+ 53.65% |
$109K - $119K
|
5.44K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.84K+ 34.5% |
$106K - $115K
|
7.17K
$441K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.83K+ 7.71% |
$105K - $115K
|
25.5K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.81K+ 19.99% |
$104K - $113K
|
10.8K
$666K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.78K+ 47.17% |
$102K - $112K
|
5.56K
$342K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 18.28% |
$102K - $112K
|
11.5K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 10.95% |
$100K - $110K
|
17.7K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.7K+ 21.09% |
$97.5K - $107K
|
9.74K
$599K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.68K+ 38.93% |
$96.5K - $105K
|
6K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.68KNew |
$96.5K - $105K
|
1.68K
$103K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.67KNew |
$96K - $105K
|
1.67K
$103K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.65K+ 2.4% |
$94.9K - $104K
|
70.6K
$4.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.63K+ 1.68% |
$93.5K - $102K
|
98.6K
$6.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.62K+ 14.12% |
$92.9K - $101K
|
13.1K
$804K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.6K+ 10.7% |
$92.1K - $101K
|
16.6K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.6K+ 1.35% |
$92K - $100K
|
120K
$7.41M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.6K+ 2.01% |
$91.7K - $100K
|
80.9K
$4.98M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.59K+ 8.63% |
$91.5K - $99.9K
|
20K
$1.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.59K+ 12.41% |
$91.1K - $99.5K
|
14.4K
$883K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.58K+ 7.93% |
$91K - $99.3K
|
21.5K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.55K+ 2.96% |
$89K - $97.2K
|
54K
$3.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.54K+ 15.15% |
$88.6K - $96.7K
|
11.7K
$721K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.47K+ 5.14% |
$84.4K - $92.1K
|
30K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 2.7% |
$83.2K - $90.9K
|
55.2K
$3.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.42K+ 0.94% |
$81.3K - $88.8K
|
153K
$9.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.4K+ 24.52% |
$80.4K - $87.8K
|
7.1K
$437K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.4K+ 28.39% |
$80.3K - $87.7K
|
6.32K
$389K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 3.02% |
$80.3K - $87.7K
|
47.7K
$2.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
1.35K+ 1.03% |
$77.3K - $84.4K
|
132K
$8.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.32K+ 5.05% |
$75.6K - $82.5K
|
27.3K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
1.29K+ 0.38% |
$74.3K - $81.1K
|
344K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.29KNew |
$74.1K - $80.9K
|
1.29K
$79.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.29K+ 8.36% |
$74K - $80.8K
|
16.7K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.28K+ 30.11% |
$73.3K - $80K
|
5.51K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 32.36% |
$73.2K - $79.9K
|
5.21K
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.22K+ 1.88% |
$70.2K - $76.7K
|
66.4K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.22K+ 6.97% |
$69.9K - $76.3K
|
18.7K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.18K+ 1.22% |
$68K - $74.2K
|
98.5K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.17K+ 0.47% |
$67.3K - $73.5K
|
250K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 6.37% |
$67.1K - $73.3K
|
19.5K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.17K+ 8.65% |
$67.1K - $73.2K
|
14.7K
$902K
|