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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
188+ 3.14% |
$11.4K - $12.2K
|
6.18K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
187+ 5.36% |
$11.4K - $12.1K
|
3.67K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
186+ 0.82% |
$11.3K - $12.1K
|
23K
$1.41M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
183+ 1.58% |
$11.1K - $11.9K
|
11.7K
$717K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
181New |
$11K - $11.8K
|
181
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
181+ 2.03% |
$11K - $11.8K
|
9.1K
$556K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
178+ 0.8% |
$10.8K - $11.6K
|
22.5K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
177+ 17.22% |
$10.7K - $11.5K
|
1.21K
$73.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
177+ 2.8% |
$10.7K - $11.5K
|
6.5K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
170New |
$10.3K - $11K
|
170
$10.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
168+ 1.71% |
$10.2K - $10.9K
|
10K
$613K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
161+ 1.07% |
$9.78K - $10.5K
|
15.2K
$932K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
155+ 0.1% |
$9.41K - $10.1K
|
162K
$9.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
150+ 0.27% |
$9.11K - $9.74K
|
56.4K
$3.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
142New |
$8.62K - $9.22K
|
142
$8.68K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
141+ 0.69% |
$8.56K - $9.16K
|
20.5K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
138New |
$8.38K - $8.96K
|
138
$8.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
138+ 0.89% |
$8.38K - $8.96K
|
15.7K
$961K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
132+ 3.53% |
$8.02K - $8.57K
|
3.87K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
130+ 0.6% |
$7.89K - $8.44K
|
21.7K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
127+ 2.57% |
$7.71K - $8.25K
|
5.06K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
126+ 3.33% |
$7.65K - $8.18K
|
3.91K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
125+ 0.28% |
$7.59K - $8.12K
|
44.6K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
125+ 1.13% |
$7.59K - $8.12K
|
11.2K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
122+ 0.48% |
$7.41K - $7.92K
|
25.7K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
115+ 0.36% |
$6.98K - $7.47K
|
31.7K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
108+ 1.72% |
$6.56K - $7.01K
|
6.39K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
107+ 0.57% |
$6.5K - $6.95K
|
18.9K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
105+ 8.63% |
$6.38K - $6.82K
|
1.32K
$80.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
101+ 11.14% |
$6.13K - $6.56K
|
1.01K
$61.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100+ 13.33% |
$6.07K - $6.49K
|
850
$52K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
94New |
$5.71K - $6.1K
|
94
$5.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
94+ 0.53% |
$5.71K - $6.1K
|
17.8K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
90+ 1.66% |
$5.47K - $5.84K
|
5.51K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
89+ 0.62% |
$5.4K - $5.78K
|
14.4K
$883K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
83+ 0.62% |
$5.04K - $5.39K
|
13.5K
$827K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
78New |
$4.74K - $5.07K
|
78
$4.77K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
73+ 1.06% |
$4.43K - $4.74K
|
6.99K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
67+ 0.18% |
$4.07K - $4.35K
|
36.7K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 4.01% |
$3.95K - $4.22K
|
1.69K
$103K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
64+ 0.66% |
$3.89K - $4.16K
|
9.82K
$600K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
62+ 0.05% |
$3.77K - $4.03K
|
138K
$8.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
60+ 0.51% |
$3.64K - $3.9K
|
11.8K
$722K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58+ 0.43% |
$3.52K - $3.77K
|
13.7K
$835K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
57New |
$3.46K - $3.7K
|
57
$3.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
57+ 5.18% |
$3.46K - $3.7K
|
1.16K
$70.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
53+ 1.31% |
$3.22K - $3.44K
|
4.1K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
52+ 0.95% |
$3.16K - $3.38K
|
5.52K
$338K
|