Purchases and Sales Made in Q4 2024 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.1MNew |
$611M - $653M
|
10.1M
$621M
|
|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.02MNew |
$183M - $196M
|
3.02M
$186M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.39M+ 10.42% |
$84.6M - $90.4M
|
14.8M
$911M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.31M+ 5922.79% |
$79.7M - $85.2M
|
1.33M
$82.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13M+ 36.62% |
$68.8M - $73.5M
|
4.22M
$261M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
933K+ 17.71% |
$56.6M - $60.6M
|
6.2M
$383M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
890K+ 41.18% |
$54M - $57.8M
|
3.05M
$188M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
724KNew |
$43.9M - $47M
|
724K
$44.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
679K+ 3.86% |
$41.3M - $44.1M
|
18.3M
$1.13B
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
673K+ 9.49% |
$40.9M - $43.7M
|
7.77M
$479M
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
437K+ 6052.33% |
$26.5M - $28.4M
|
444K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
304K+ 163.29% |
$18.5M - $19.8M
|
491K
$30.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
263KNew |
$15.9M - $17.1M
|
263K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
253K+ 14.15% |
$15.4M - $16.4M
|
2.04M
$126M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
244K+ 171.27% |
$14.8M - $15.8M
|
386K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
187K+ 4.09% |
$11.4M - $12.2M
|
4.76M
$294M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
180K+ 2.47% |
$11M - $11.7M
|
7.5M
$463M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
177K+ 102.16% |
$10.8M - $11.5M
|
350K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
175K+ 34.01% |
$10.6M - $11.4M
|
690K
$42.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
170KNew |
$10.3M - $11M
|
170K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
169KNew |
$10.3M - $11M
|
169K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
160K+ 19.64% |
$9.73M - $10.4M
|
976K
$60.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
157K+ 2.72% |
$9.54M - $10.2M
|
5.94M
$366M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
153KNew |
$9.3M - $9.94M
|
153K
$9.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
150KNew |
$9.1M - $9.73M
|
150K
$9.25M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
133K+ 4.28% |
$8.09M - $8.65M
|
3.24M
$200M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
128K+ 4.23% |
$7.74M - $8.28M
|
3.14M
$194M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
127K+ 6.01% |
$7.74M - $8.28M
|
2.25M
$139M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
111KNew |
$6.75M - $7.22M
|
111K
$6.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
105K+ 34.99% |
$6.37M - $6.81M
|
405K
$25M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
101K+ 9.16% |
$6.14M - $6.56M
|
1.21M
$74.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
99.7KNew |
$6.05M - $6.47M
|
99.7K
$6.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
96.7KNew |
$5.88M - $6.28M
|
96.7K
$5.97M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
96.2K+ 40.35% |
$5.84M - $6.25M
|
335K
$20.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
93.6KNew |
$5.69M - $6.08M
|
93.6K
$5.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
92KNew |
$5.59M - $5.97M
|
92K
$5.68M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
89.1K+ 16.96% |
$5.41M - $5.79M
|
615K
$37.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
85.4K+ 22.55% |
$5.18M - $5.54M
|
464K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
77.7K+ 6.92% |
$4.72M - $5.04M
|
1.2M
$74M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
76.1K+ 399.26% |
$4.62M - $4.94M
|
95.1K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75.4K+ 14.7% |
$4.58M - $4.9M
|
589K
$36.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
74K+ 7.03% |
$4.49M - $4.8M
|
1.13M
$69.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.4K+ 2.22% |
$4.46M - $4.76M
|
3.38M
$209M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
70.4KNew |
$4.28M - $4.57M
|
70.4K
$4.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
70.3K+ 9.99% |
$4.27M - $4.56M
|
774K
$47.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
69.5KNew |
$4.22M - $4.51M
|
69.5K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
65.5KNew |
$3.98M - $4.25M
|
65.5K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
64.6KNew |
$3.92M - $4.2M
|
64.6K
$3.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
63.6K+ 58.15% |
$3.86M - $4.13M
|
173K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
59.1K+ 4.39% |
$3.59M - $3.84M
|
1.41M
$86.8M
|