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
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1+ 0.01% |
$60.7 - $64.9
|
7.94K
$486K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.21% |
$60.7 - $64.9
|
477
$29.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
1+ 0.03% |
$60.7 - $64.9
|
3.52K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.01% |
$60.7 - $64.9
|
7.14K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$60.7 - $64.9
|
1.73K
$106K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 0.03% |
$60.7 - $64.9
|
3.2K
$195K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.83% |
$60.7 - $64.9
|
122
$7.46K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.03% |
$60.7 - $64.9
|
3.73K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3- 0.04% |
$182 - $195
|
6.94K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-3- 0.01% |
$182 - $195
|
27K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-6- 0.18% |
$364 - $390
|
3.39K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.05% |
$486 - $520
|
16.6K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Gouws Capital LLC
|
SELL
|
- |
-10- 0.04% |
$607 - $649
|
25.3K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-10- 0.17% |
$607 - $649
|
5.9K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-13- 0.05% |
$789 - $844
|
28.3K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-13- 0.28% |
$789 - $844
|
4.68K
$286K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-15- 0.12% |
$911 - $974
|
12.1K
$738K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-15- 0.14% |
$911 - $974
|
10.5K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.08% |
$911 - $974
|
19.2K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-16- 0.06% |
$972 - $1.04K
|
28.6K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-20- 0.49% |
$1.21K - $1.3K
|
4.08K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-28- 0.42% |
$1.7K - $1.82K
|
6.69K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-31- 1.02% |
$1.88K - $2.01K
|
3.02K
$184K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-34- 0.01% |
$2.06K - $2.21K
|
228K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-40- 0.22% |
$2.43K - $2.6K
|
18.4K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-41- 0.45% |
$2.49K - $2.66K
|
9.05K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-43- 0.18% |
$2.61K - $2.79K
|
23.9K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-43- 0.37% |
$2.61K - $2.79K
|
11.7K
$714K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-50- 0.59% |
$3.04K - $3.25K
|
8.46K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-52- 1.03% |
$3.16K - $3.38K
|
4.99K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-52- 0.28% |
$3.16K - $3.38K
|
18.3K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-55- 1.59% |
$3.34K - $3.57K
|
3.39K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-57- 0.49% |
$3.46K - $3.7K
|
11.5K
$703K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-65- 2.85% |
$3.95K - $4.22K
|
2.22K
$135K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-67- 0.03% |
$4.07K - $4.35K
|
204K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-71- 0.49% |
$4.31K - $4.61K
|
14.3K
$875K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-75- 0.06% |
$4.55K - $4.87K
|
116K
$7.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-75- 66.96% |
$4.55K - $4.87K
|
37
$2.26K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-78- 0.71% |
$4.74K - $5.07K
|
10.8K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-78- 1.45% |
$4.74K - $5.07K
|
5.31K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-84- 4.88% |
$5.1K - $5.45K
|
1.64K
$100K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-84- 0.44% |
$5.1K - $5.45K
|
18.9K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-90- 1.48% |
$5.47K - $5.84K
|
6.01K
$368K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-97- 2.33% |
$5.89K - $6.3K
|
4.07K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-97- 4.52% |
$5.89K - $6.3K
|
2.05K
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-98- 2.48% |
$5.95K - $6.36K
|
3.85K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-99- 0.95% |
$6.01K - $6.43K
|
10.3K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 0.49% |
$6.07K - $6.49K
|
20.1K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-103- 2.16% |
$6.26K - $6.69K
|
4.66K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-108- 2.95% |
$6.56K - $7.01K
|
3.56K
$217K
|