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 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 4.01% |
$3.95K - $4.22K
|
1.69K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
64+ 0.66% |
$3.89K - $4.16K
|
9.82K
$611K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
62+ 0.05% |
$3.77K - $4.03K
|
138K
$8.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
60+ 0.51% |
$3.64K - $3.9K
|
11.8K
$735K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58+ 0.43% |
$3.52K - $3.77K
|
13.7K
$850K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
57+ 5.18% |
$3.46K - $3.7K
|
1.16K
$72K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
57New |
$3.46K - $3.7K
|
57
$3.55K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
53+ 1.31% |
$3.22K - $3.44K
|
4.1K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
52+ 0.95% |
$3.16K - $3.38K
|
5.52K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
50+ 1.19% |
$3.04K - $3.25K
|
4.25K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
50+ 0.39% |
$3.04K - $3.25K
|
12.8K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
50+ 0.77% |
$3.04K - $3.25K
|
6.51K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 0.44% |
$2.92K - $3.12K
|
11K
$684K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
45+ 1.07% |
$2.73K - $2.92K
|
4.23K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.62% |
$2.67K - $2.86K
|
7.18K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
40+ 0.08% |
$2.43K - $2.6K
|
52K
$3.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
38+ 0.63% |
$2.31K - $2.47K
|
6.03K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
38New |
$2.31K - $2.47K
|
38
$2.37K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
36+ 0.04% |
$2.19K - $2.34K
|
91.9K
$5.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
35+ 35.35% |
$2.13K - $2.27K
|
134
$8.34K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
32+ 0.41% |
$1.94K - $2.08K
|
7.76K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.13% |
$1.94K - $2.08K
|
25.1K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
28+ 0.45% |
$1.7K - $1.82K
|
6.27K
$390K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
26+ 0.59% |
$1.58K - $1.69K
|
4.4K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
24+ 0.48% |
$1.46K - $1.56K
|
4.98K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
22+ 0.63% |
$1.34K - $1.43K
|
3.53K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.3% |
$1.28K - $1.36K
|
6.99K
$435K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20+ 0.47% |
$1.21K - $1.3K
|
4.28K
$266K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
19+ 0.18% |
$1.15K - $1.23K
|
10.8K
$672K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
19+ 0.08% |
$1.15K - $1.23K
|
22.5K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.44% |
$1.09K - $1.17K
|
4.14K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
17+ 0.64% |
$1.03K - $1.1K
|
2.68K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.64% |
$972 - $1.04K
|
2.52K
$157K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
16+ 0.3% |
$972 - $1.04K
|
5.27K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
14+ 0.29% |
$850 - $909
|
4.87K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
13+ 0.25% |
$789 - $844
|
5.25K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13+ 0.22% |
$789 - $844
|
5.88K
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13+ 0.5% |
$789 - $844
|
2.63K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13+ 0.07% |
$789 - $844
|
17.6K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
12+ 1.2% |
$729 - $779
|
1.01K
$63K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
12+ 0.07% |
$729 - $779
|
16.7K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
11+ 0.06% |
$668 - $714
|
17.2K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
10+ 83.33% |
$607 - $649
|
22
$1.37K
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
10+ 0.02% |
$607 - $649
|
41.8K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$607 - $649
|
8.54K
$532K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.11% |
$547 - $584
|
8.13K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
9+ 0.25% |
$547 - $584
|
3.68K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
9+ 0.14% |
$547 - $584
|
6.23K
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.62% |
$547 - $584
|
1.46K
$90.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8New |
$486 - $520
|
8
$498
|