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
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2K- 1.06% |
$121K - $130K
|
187K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.01K- 6.83% |
$122K - $130K
|
27.3K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.01K- 1.77% |
$122K - $131K
|
112K
$6.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.02K- 9.91% |
$123K - $131K
|
18.4K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.07K- 0.29% |
$126K - $134K
|
715K
$43.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.08K- 99.9% |
$126K - $135K
|
2
$122
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.08K- 4.29% |
$126K - $135K
|
46.5K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.09K- 1.2% |
$127K - $136K
|
172K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.12K- 22.44% |
$129K - $138K
|
7.32K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-2.16K- 35.16% |
$131K - $140K
|
3.98K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.17K- 0.92% |
$132K - $141K
|
233K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.19K- 42.62% |
$133K - $142K
|
2.95K
$181K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.24K- 1.29% |
$136K - $145K
|
171K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.24K- 19.21% |
$136K - $145K
|
9.42K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.28K- 21.16% |
$139K - $148K
|
8.5K
$520K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.29K- 39.28% |
$139K - $149K
|
3.54K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.34K- 2.72% |
$142K - $152K
|
83.8K
$5.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.36K- 33.65% |
$143K - $153K
|
4.65K
$284K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-2.37K- 6.25% |
$144K - $154K
|
35.6K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.5K- 11.65% |
$152K - $162K
|
18.9K
$1.16M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.55K- 2.1% |
$155K - $166K
|
119K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.56K- 11.36% |
$156K - $167K
|
20K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.57K- 1.71% |
$156K - $167K
|
147K
$9.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.67K- 6.22% |
$162K - $173K
|
40.2K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.81K- 0.74% |
$170K - $182K
|
377K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.88K- 27.42% |
$175K - $187K
|
7.63K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.88K- 1.63% |
$175K - $187K
|
174K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.9K- 42.18% |
$176K - $188K
|
3.98K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.91K- 1.81% |
$177K - $189K
|
158K
$9.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3K- 7.02% |
$182K - $195K
|
39.8K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.28K- 39.47% |
$199K - $213K
|
5.03K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.29K- 40.39% |
$200K - $214K
|
4.86K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.56K- 23.26% |
$216K - $231K
|
11.7K
$718K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.58K- 38.13% |
$218K - $233K
|
5.81K
$355K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.59K- 6.92% |
$218K - $233K
|
48.3K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3.6K- 8.24% |
$219K - $234K
|
40.1K
$2.45M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.6K- 8.92% |
$219K - $234K
|
36.8K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.61K- 5.25% |
$219K - $234K
|
65.1K
$3.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.63K- 26.17% |
$220K - $235K
|
10.2K
$626K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-3.63K- 58.91% |
$221K - $236K
|
2.53K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.66K- 15.42% |
$222K - $238K
|
20.1K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.71K- 6.77% |
$225K - $241K
|
51.1K
$3.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.72K- 95.72% |
$226K - $241K
|
166
$10.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.74K- 4.55% |
$227K - $243K
|
78.4K
$4.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.81K- 14.7% |
$231K - $247K
|
22.1K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.83K- 8.07% |
$233K - $249K
|
43.7K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-3.91K- 6.96% |
$238K - $254K
|
52.3K
$3.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.94K- 4.97% |
$239K - $256K
|
75.3K
$4.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-4.05K- 16.85% |
$246K - $263K
|
20K
$1.22M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-4.13K- 10.45% |
$251K - $268K
|
35.4K
$2.16M
|