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 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-8.82K- 61.53% |
$535K - $573K
|
5.51K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.84K- 24.31% |
$537K - $574K
|
27.5K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.07K- 41.22% |
$551K - $589K
|
12.9K
$805K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.93K- 13.71% |
$603K - $645K
|
62.5K
$3.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10.1K- 22.94% |
$611K - $653K
|
33.8K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-11K- 3.86% |
$666K - $712K
|
273K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11.8K- 6.51% |
$718K - $768K
|
170K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-12.4K- 30.98% |
$753K - $805K
|
27.6K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-13.2K- 45.89% |
$803K - $858K
|
15.6K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 17.82% |
$844K - $903K
|
64.1K
$3.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-13.9K- 9.57% |
$847K - $905K
|
132K
$8.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.1K- 1.56% |
$853K - $913K
|
889K
$55.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-14.2K- 59.99% |
$862K - $922K
|
9.47K
$589K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-14.5K- 48.98% |
$878K - $939K
|
15.1K
$937K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-14.5K- 48.18% |
$878K - $939K
|
15.6K
$969K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-14.9K- 62.46% |
$906K - $969K
|
8.97K
$558K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.2K- 31.52% |
$924K - $988K
|
33.1K
$2.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16K- 19.24% |
$970K - $1.04M
|
67K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.4K- 14.32% |
$999K - $1.07M
|
98.4K
$6.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16.7K- 8.82% |
$1.01M - $1.08M
|
173K
$10.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16.7K- 41.03% |
$1.02M - $1.09M
|
24.1K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-17.4K- 13.14% |
$1.06M - $1.13M
|
115K
$7.16M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-17.6K- 3.06% |
$1.07M - $1.15M
|
558K
$34.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-18.8K- 75.99% |
$1.14M - $1.22M
|
5.95K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19K- 37.34% |
$1.15M - $1.23M
|
31.9K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.3K- 5.16% |
$1.17M - $1.25M
|
355K
$22.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-19.7K- 58.21% |
$1.2M - $1.28M
|
14.2K
$881K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-20.1K- 44.07% |
$1.22M - $1.3M
|
25.4K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-20.7K- 10.3% |
$1.25M - $1.34M
|
180K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20.8K- 14.36% |
$1.26M - $1.35M
|
124K
$7.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-21.7K- 20.41% |
$1.32M - $1.41M
|
84.5K
$5.26M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-21.8K- 1.52% |
$1.32M - $1.41M
|
1.41M
$87.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-21.8K- 84.73% |
$1.33M - $1.42M
|
3.93K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.6K- 16.17% |
$1.37M - $1.47M
|
117K
$7.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.3K- 1.29% |
$1.42M - $1.51M
|
1.79M
$111M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23.8K- 17.76% |
$1.45M - $1.55M
|
110K
$6.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-25.9K- 31.94% |
$1.57M - $1.68M
|
55.2K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.1K- 11.16% |
$1.59M - $1.7M
|
208K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27K- 0.15% |
$1.64M - $1.75M
|
18.4M
$1.15B
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-27.4K- 4.44% |
$1.66M - $1.78M
|
588K
$36.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-27.5K- 36.77% |
$1.67M - $1.79M
|
47.3K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.5K- 28.89% |
$1.67M - $1.79M
|
67.8K
$4.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28.7K- 82.93% |
$1.74M - $1.87M
|
5.91K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.8K- 6.33% |
$1.75M - $1.87M
|
426K
$26.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-29.4K- 12.27% |
$1.79M - $1.91M
|
210K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-30.5K- 33.47% |
$1.86M - $1.98M
|
60.7K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-32.1K- 23.91% |
$1.95M - $2.08M
|
102K
$6.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-33.7K- 84.22% |
$2.05M - $2.19M
|
6.32K
$393K
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-34.4K- 87.53% |
$2.09M - $2.23M
|
4.9K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34.8K- 23.35% |
$2.12M - $2.26M
|
114K
$7.12M
|