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 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-16K- 19.24% |
$970K - $1.04M
|
67K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.4K- 14.32% |
$999K - $1.07M
|
98.4K
$6.09M
|
|
|
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
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-17.4K- 13.14% |
$1.06M - $1.13M
|
115K
$7.12M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-17.6K- 3.06% |
$1.07M - $1.15M
|
558K
$34.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-18.8K- 75.99% |
$1.14M - $1.22M
|
5.95K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19K- 37.34% |
$1.15M - $1.23M
|
31.9K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.3K- 5.16% |
$1.17M - $1.25M
|
355K
$22M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-19.7K- 58.21% |
$1.2M - $1.28M
|
14.2K
$876K
|
|
|
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
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20.8K- 14.36% |
$1.26M - $1.35M
|
124K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-21.7K- 20.41% |
$1.32M - $1.41M
|
84.5K
$5.23M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-21.8K- 1.52% |
$1.32M - $1.41M
|
1.41M
$87.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-21.8K- 84.73% |
$1.33M - $1.42M
|
3.93K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.6K- 16.17% |
$1.37M - $1.47M
|
117K
$7.27M
|
|
|
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
$6.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-25.9K- 31.94% |
$1.57M - $1.68M
|
55.2K
$3.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.1K- 11.16% |
$1.59M - $1.7M
|
208K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27K- 0.15% |
$1.64M - $1.75M
|
18.4M
$1.14B
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-27.4K- 4.44% |
$1.66M - $1.78M
|
588K
$36.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-27.5K- 36.77% |
$1.67M - $1.79M
|
47.3K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27.5K- 28.89% |
$1.67M - $1.79M
|
67.8K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28.7K- 82.93% |
$1.74M - $1.87M
|
5.91K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.8K- 6.33% |
$1.75M - $1.87M
|
426K
$26.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-29.4K- 12.27% |
$1.79M - $1.91M
|
210K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-30.5K- 33.47% |
$1.86M - $1.98M
|
60.7K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-32.1K- 23.91% |
$1.95M - $2.08M
|
102K
$6.32M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-33.7K- 84.22% |
$2.05M - $2.19M
|
6.32K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34.8K- 23.35% |
$2.12M - $2.26M
|
114K
$7.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-35.3K- 11.42% |
$2.14M - $2.29M
|
274K
$16.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-42.2K- 13.54% |
$2.56M - $2.74M
|
270K
$16.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-44.4K- 20.92% |
$2.7M - $2.88M
|
168K
$10.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-44.8K- 6.9% |
$2.72M - $2.91M
|
605K
$37.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-52.7K- 9.92% |
$3.2M - $3.42M
|
478K
$29.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.4K- 1.24% |
$3.36M - $3.59M
|
4.39M
$272M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.6K- 47.76% |
$3.37M - $3.61M
|
60.8K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-58.4K- 9.76% |
$3.55M - $3.79M
|
540K
$33.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-68.1K- 88.88% |
$4.14M - $4.42M
|
8.52K
$528K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-87.3K- 43.69% |
$5.3M - $5.67M
|
112K
$6.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-95.3K- 54.37% |
$5.78M - $6.19M
|
79.9K
$4.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-106K- 41.14% |
$6.45M - $6.9M
|
152K
$9.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-116K- 14.45% |
$7.02M - $7.51M
|
684K
$42.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-120K- 5.64% |
$7.26M - $7.76M
|
2M
$124M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-135K- 31.86% |
$8.19M - $8.75M
|
288K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-150K- 81.49% |
$9.13M - $9.76M
|
34.2K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-152K- 1.94% |
$9.24M - $9.88M
|
7.69M
$476M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-169K- 90.3% |
$10.3M - $11M
|
18.2K
$1.12M
|