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
|
Planning Alternatives LTD
|
SELL
|
- |
-78- 1.45% |
$4.74K - $5.07K
|
5.31K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-84- 4.88% |
$5.1K - $5.45K
|
1.64K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-84- 0.44% |
$5.1K - $5.45K
|
18.9K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-90- 1.48% |
$5.47K - $5.84K
|
6.01K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-97- 2.33% |
$5.89K - $6.3K
|
4.07K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-97- 4.52% |
$5.89K - $6.3K
|
2.05K
$127K
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-98- 2.48% |
$5.95K - $6.36K
|
3.85K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-99- 0.95% |
$6.01K - $6.43K
|
10.3K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 0.49% |
$6.07K - $6.49K
|
20.1K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-103- 2.16% |
$6.26K - $6.69K
|
4.66K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-108- 2.95% |
$6.56K - $7.01K
|
3.56K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-111- 2.21% |
$6.74K - $7.21K
|
4.92K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-113- 0.05% |
$6.86K - $7.34K
|
230K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-118- 1.17% |
$7.17K - $7.66K
|
9.99K
$622K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-120- 3.21% |
$7.29K - $7.79K
|
3.62K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-121- 3.35% |
$7.35K - $7.86K
|
3.49K
$217K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-122- 0.6% |
$7.41K - $7.92K
|
20.3K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
SELL
|
- |
-122- 1.43% |
$7.41K - $7.92K
|
8.39K
$522K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-125- 0.58% |
$7.59K - $8.12K
|
21.6K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-126- 2.02% |
$7.65K - $8.18K
|
6.12K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-128- 1.12% |
$7.77K - $8.31K
|
11.3K
$703K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-131- 0.99% |
$7.96K - $8.51K
|
13.1K
$817K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-136- 1.67% |
$8.26K - $8.83K
|
7.99K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-138- 0.12% |
$8.38K - $8.96K
|
112K
$6.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-143- 1.16% |
$8.68K - $9.29K
|
12.2K
$760K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-144- 3.98% |
$8.75K - $9.35K
|
3.48K
$216K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-145- 1.76% |
$8.81K - $9.42K
|
8.09K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-147- 0.52% |
$8.93K - $9.55K
|
28K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-154- 6.54% |
$9.35K - $10K
|
2.2K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-157- 0.42% |
$9.53K - $10.2K
|
37.5K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-168- 0.53% |
$10.2K - $10.9K
|
31.5K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-174- 1.3% |
$10.6K - $11.3K
|
13.3K
$825K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-178- 1.09% |
$10.8K - $11.6K
|
16.1K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-182- 4.68% |
$11.1K - $11.8K
|
3.71K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-182- 1.9% |
$11.1K - $11.8K
|
9.38K
$584K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-185- 14.35% |
$11.2K - $12K
|
1.1K
$68.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-188- 1.73% |
$11.4K - $12.2K
|
10.7K
$665K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-191- 1.56% |
$11.6K - $12.4K
|
12K
$748K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-218- 70.55% |
$13.2K - $14.2K
|
91
$5.67K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-220- 0.31% |
$13.4K - $14.3K
|
70.3K
$4.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-226- 3.95% |
$13.7K - $14.7K
|
5.49K
$342K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-230- 2.58% |
$14K - $14.9K
|
8.69K
$541K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-237- 0.58% |
$14.4K - $15.4K
|
40.4K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-245- 0.52% |
$14.9K - $15.9K
|
47.3K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-248- 2.19% |
$15.1K - $16.1K
|
11.1K
$690K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-252- 3.84% |
$15.3K - $16.4K
|
6.3K
$392K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-255- 2.18% |
$15.5K - $16.6K
|
11.4K
$712K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-264- 2.88% |
$16K - $17.1K
|
8.89K
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-267- 1.6% |
$16.2K - $17.3K
|
16.4K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-288- 2.43% |
$17.5K - $18.7K
|
11.6K
$721K
|