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 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-370- 1.5% |
$22.5K - $24K
|
24.3K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-382- 3.46% |
$23.2K - $24.8K
|
10.7K
$652K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-395- 2.24% |
$24K - $25.7K
|
17.2K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-408- 0.37% |
$24.8K - $26.5K
|
110K
$6.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-423- 0.61% |
$25.7K - $27.5K
|
69.3K
$4.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-447- 4.98% |
$27.1K - $29K
|
8.53K
$522K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-451- 10.35% |
$27.4K - $29.3K
|
3.91K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-468- 1.56% |
$28.4K - $30.4K
|
29.6K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-478- 1.87% |
$29K - $31K
|
25.1K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-480- 6.6% |
$29.2K - $31.2K
|
6.8K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-483- 3.62% |
$29.3K - $31.4K
|
12.9K
$786K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-500- 7.16% |
$30.4K - $32.5K
|
6.49K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-502- 0.43% |
$30.5K - $32.6K
|
117K
$7.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-519- 0.21% |
$31.5K - $33.7K
|
249K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-521- 0.38% |
$31.6K - $33.8K
|
137K
$8.4M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-522Closed |
$31.7K - $33.9K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-527- 0.55% |
$32K - $34.2K
|
94.6K
$5.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-534- 0.4% |
$32.4K - $34.7K
|
134K
$8.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-537- 0.13% |
$32.6K - $34.9K
|
404K
$24.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-547- 2.09% |
$33.2K - $35.5K
|
25.7K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-559- 6.04% |
$33.9K - $36.3K
|
8.7K
$532K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-572- 7.44% |
$34.7K - $37.1K
|
7.12K
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-572- 0.64% |
$34.7K - $37.1K
|
89.2K
$5.45M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-578- 7.03% |
$35.1K - $37.5K
|
7.65K
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-584- 0.46% |
$35.5K - $37.9K
|
126K
$7.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-595- 61.15% |
$36.1K - $38.6K
|
378
$23.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-599- 0.82% |
$36.4K - $38.9K
|
72.8K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-599- 12.02% |
$36.4K - $38.9K
|
4.39K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-599- 5.62% |
$36.4K - $38.9K
|
10.1K
$615K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-605- 3.9% |
$36.7K - $39.3K
|
14.9K
$912K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-607- 18.24% |
$36.9K - $39.4K
|
2.72K
$166K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-628- 3.74% |
$38.1K - $40.8K
|
16.2K
$989K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-629- 1.43% |
$38.2K - $40.8K
|
43.2K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-631- 3.9% |
$38.3K - $41K
|
15.6K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-672- 10.65% |
$40.8K - $43.6K
|
5.64K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-694- 1.6% |
$42.1K - $45.1K
|
42.7K
$2.61M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-698- 13.06% |
$42.4K - $45.3K
|
4.65K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-714- 2.39% |
$43.4K - $46.4K
|
29.2K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-719- 2.8% |
$43.7K - $46.7K
|
24.9K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-720- 13.2% |
$43.7K - $46.8K
|
4.74K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-721- 12.41% |
$43.8K - $46.8K
|
5.09K
$311K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-733- 2.09% |
$44.5K - $47.6K
|
34.4K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-736- 12.83% |
$44.7K - $47.8K
|
5K
$306K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-748- 4.36% |
$45.4K - $48.6K
|
16.4K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-756- 1.25% |
$45.9K - $49.1K
|
59.7K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-760- 14.08% |
$46.2K - $49.4K
|
4.64K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-783- 2.02% |
$47.6K - $50.8K
|
37.9K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-809- 21.31% |
$49.1K - $52.5K
|
2.99K
$183K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-813- 0.41% |
$49.4K - $52.8K
|
195K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-815- 3.27% |
$49.5K - $52.9K
|
24.1K
$1.48M
|