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 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.17K+ 1.04% |
$67K - $73.1K
|
113K
$6.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.17K+ 1.32% |
$67K - $73.1K
|
89.7K
$5.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.15K+ 4.24% |
$66.3K - $72.4K
|
28.4K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.14K+ 7.13% |
$65.6K - $71.7K
|
17.2K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.1K+ 0.7% |
$63.4K - $69.3K
|
158K
$9.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.1K+ 0.43% |
$63.2K - $69K
|
259K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.09K+ 6.35% |
$62.8K - $68.6K
|
18.3K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.07K+ 4.51% |
$61.2K - $66.8K
|
24.7K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.06K+ 21.26% |
$61K - $66.7K
|
6.06K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
1.06K+ 2.72% |
$60.9K - $66.5K
|
40K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.03K+ 1.81% |
$59K - $64.5K
|
57.7K
$3.55M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.02K+ 0.59% |
$58.3K - $63.7K
|
174K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1K+ 20.26% |
$57.5K - $62.8K
|
5.94K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
999+ 17.27% |
$57.4K - $62.7K
|
6.78K
$417K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
998+ 49900.0% |
$57.4K - $62.6K
|
1K
$61.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
974New |
$56K - $61.1K
|
974
$59.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
971+ 25.59% |
$55.8K - $60.9K
|
4.77K
$293K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
970+ 1590.16% |
$55.7K - $60.9K
|
1.03K
$63.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
947+ 2.77% |
$54.4K - $59.4K
|
35.1K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
944+ 19.89% |
$54.3K - $59.2K
|
5.69K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
926New |
$53.2K - $58.1K
|
926
$57K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
923+ 0.36% |
$53K - $57.9K
|
261K
$16M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
904New |
$52K - $56.7K
|
904
$55.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
881+ 31.78% |
$50.6K - $55.3K
|
3.65K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
876+ 3.03% |
$50.3K - $55K
|
29.8K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
857+ 4.49% |
$49.3K - $53.8K
|
20K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
847+ 4.39% |
$48.7K - $53.2K
|
20.2K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
819+ 6.14% |
$47.1K - $51.4K
|
14.1K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
815+ 4.29% |
$46.8K - $51.1K
|
19.8K
$1.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
811+ 1.4% |
$46.6K - $50.9K
|
58.7K
$3.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
802+ 0.88% |
$46.1K - $50.3K
|
91.9K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
793New |
$45.6K - $49.8K
|
793
$48.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
754+ 24.9% |
$43.3K - $47.3K
|
3.78K
$233K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
725+ 3.08% |
$41.7K - $45.5K
|
24.2K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
702+ 10.03% |
$40.3K - $44.1K
|
7.7K
$474K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
683+ 9.98% |
$39.3K - $42.9K
|
7.53K
$463K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
667+ 0.42% |
$38.3K - $41.9K
|
159K
$9.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
654+ 1.48% |
$37.6K - $41K
|
44.8K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
636+ 0.68% |
$36.6K - $39.9K
|
94.2K
$5.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
632+ 9.95% |
$36.3K - $39.7K
|
6.99K
$430K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
632+ 15.16% |
$36.3K - $39.7K
|
4.8K
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
631+ 2.25% |
$36.3K - $39.6K
|
28.6K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
630+ 2.15% |
$36.2K - $39.5K
|
29.9K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
629+ 7.38% |
$36.1K - $39.5K
|
9.16K
$563K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
597+ 0.32% |
$34.3K - $37.5K
|
185K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
597+ 14.35% |
$34.3K - $37.5K
|
4.76K
$293K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
590+ 2.23% |
$33.9K - $37K
|
27K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
579+ 0.36% |
$33.3K - $36.3K
|
159K
$9.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
567+ 6.77% |
$32.6K - $35.6K
|
8.95K
$550K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
544+ 1.37% |
$31.3K - $34.1K
|
40.3K
$2.48M
|