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 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
389+ 1.54% |
$23.6K - $25.3K
|
25.6K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
386+ 4.54% |
$23.4K - $25.1K
|
8.89K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
384+ 7.28% |
$23.3K - $24.9K
|
5.66K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
382+ 1.91% |
$23.2K - $24.8K
|
20.4K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
380+ 0.25% |
$23.1K - $24.7K
|
153K
$9.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
379+ 1.26% |
$23K - $24.6K
|
30.4K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
377+ 0.48% |
$22.9K - $24.5K
|
79.2K
$4.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
374New |
$22.7K - $24.3K
|
374
$22.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
374+ 2.86% |
$22.7K - $24.3K
|
13.5K
$824K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
367+ 10.86% |
$22.3K - $23.8K
|
3.75K
$229K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
362New |
$22K - $23.5K
|
362
$22.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
354New |
$21.5K - $23K
|
354
$21.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
354New |
$21.5K - $23K
|
354
$21.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
349+ 12.75% |
$21.2K - $22.7K
|
3.09K
$189K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
349+ 1.31% |
$21.2K - $22.7K
|
27K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
318+ 0.9% |
$19.3K - $20.7K
|
35.6K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
317+ 6.17% |
$19.3K - $20.6K
|
5.45K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
317+ 1.73% |
$19.3K - $20.6K
|
18.6K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
305New |
$18.5K - $19.8K
|
305
$18.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
304+ 45.71% |
$18.5K - $19.7K
|
969
$59.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
300+ 300.0% |
$18.2K - $19.5K
|
400
$24.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
286+ 7.33% |
$17.4K - $18.6K
|
4.19K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
285+ 1.42% |
$17.3K - $18.5K
|
20.3K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
280New |
$17K - $18.2K
|
280
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
272+ 4.75% |
$16.5K - $17.7K
|
6K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
272+ 4.88% |
$16.5K - $17.7K
|
5.84K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
247+ 1.16% |
$15K - $16K
|
21.5K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
246+ 1.3% |
$14.9K - $16K
|
19.2K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
243+ 1.57% |
$14.8K - $15.8K
|
15.7K
$960K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
237+ 0.19% |
$14.4K - $15.4K
|
122K
$7.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
236+ 7.24% |
$14.3K - $15.3K
|
3.5K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
233+ 6.35% |
$14.2K - $15.1K
|
3.9K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
230New |
$14K - $14.9K
|
230
$14.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
229New |
$13.9K - $14.9K
|
229
$14K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
228+ 0.83% |
$13.8K - $14.8K
|
27.7K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
223+ 0.24% |
$13.5K - $14.5K
|
94.4K
$5.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
223+ 2.0% |
$13.5K - $14.5K
|
11.4K
$696K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
222New |
$13.5K - $14.4K
|
222
$13.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
218+ 3.44% |
$13.2K - $14.2K
|
6.56K
$401K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
218+ 3.33% |
$13.2K - $14.2K
|
6.77K
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
215+ 0.45% |
$13.1K - $14K
|
47.9K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
213+ 20.92% |
$12.9K - $13.8K
|
1.23K
$75.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
213+ 2.91% |
$12.9K - $13.8K
|
7.53K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
203+ 3.35% |
$12.3K - $13.2K
|
6.26K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
200New |
$12.1K - $13K
|
200
$12.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
200+ 1.95% |
$12.1K - $13K
|
10.5K
$641K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
200+ 5.5% |
$12.1K - $13K
|
3.84K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
200+ 0.98% |
$12.1K - $13K
|
20.7K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
193New |
$11.7K - $12.5K
|
193
$11.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
192+ 2.15% |
$11.7K - $12.5K
|
9.12K
$558K
|