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
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
64.6KNew |
$3.92M - $4.2M
|
64.6K
$4.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
63.6K+ 58.15% |
$3.86M - $4.13M
|
173K
$10.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
59.1K+ 4.39% |
$3.59M - $3.84M
|
1.41M
$87.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
58.1KNew |
$3.53M - $3.77M
|
58.1K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.7K+ 358.18% |
$3.5M - $3.75M
|
73.8K
$4.59M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
55.7K+ 11.0% |
$3.38M - $3.62M
|
562K
$35M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
55.2KNew |
$3.35M - $3.58M
|
55.2K
$3.44M
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
54.9KNew |
$3.34M - $3.57M
|
54.9K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
53.6KNew |
$3.25M - $3.48M
|
53.6K
$3.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
53.6K+ 54.37% |
$3.25M - $3.48M
|
152K
$9.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.5KNew |
$3.25M - $3.48M
|
53.5K
$3.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
50.8KNew |
$3.09M - $3.3M
|
50.8K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
50.8KNew |
$3.08M - $3.3M
|
50.8K
$3.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
50.7K+ 3.75% |
$3.08M - $3.29M
|
1.4M
$87.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
50.5K+ 5.99% |
$3.07M - $3.28M
|
895K
$55.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
49.6K+ 1.31% |
$3.01M - $3.22M
|
3.85M
$239M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
48.5KNew |
$2.95M - $3.15M
|
48.5K
$3.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48.1K+ 2.85% |
$2.92M - $3.12M
|
1.74M
$108M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
47.8K+ 17.74% |
$2.91M - $3.11M
|
317K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
47.1KNew |
$2.86M - $3.06M
|
47.1K
$2.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
44.3KNew |
$2.69M - $2.88M
|
44.3K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
44K+ 53.25% |
$2.67M - $2.86M
|
127K
$7.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
43.7K+ 33.91% |
$2.66M - $2.84M
|
173K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
42.7KNew |
$2.59M - $2.77M
|
42.7K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38.6K+ 4.0% |
$2.35M - $2.51M
|
1M
$62.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38.6K+ 20.46% |
$2.34M - $2.51M
|
227K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
38.3K+ 2.72% |
$2.33M - $2.49M
|
1.45M
$90.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
37.4KNew |
$2.27M - $2.43M
|
37.4K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
37.2KNew |
$2.26M - $2.41M
|
37.2K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
36.9K+ 13.69% |
$2.24M - $2.4M
|
306K
$19.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35.2K+ 111.48% |
$2.14M - $2.29M
|
66.8K
$4.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
35.1KNew |
$2.13M - $2.28M
|
35.1K
$2.18M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
35K+ 554.01% |
$2.13M - $2.27M
|
41.3K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
33.8K+ 346.91% |
$2.05M - $2.19M
|
43.5K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
33.1K+ 19.48% |
$2.01M - $2.15M
|
203K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
32.9K+ 6.99% |
$2M - $2.14M
|
504K
$31.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
32.2K+ 6.06% |
$1.95M - $2.09M
|
563K
$35.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
32.1KNew |
$1.95M - $2.08M
|
32.1K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
31.5KNew |
$1.91M - $2.04M
|
31.5K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
31.4KNew |
$1.9M - $2.04M
|
31.4K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
28.2KNew |
$1.71M - $1.83M
|
28.2K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.5K+ 8.87% |
$1.67M - $1.79M
|
338K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
26.6K+ 8.25% |
$1.62M - $1.73M
|
349K
$21.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4KNew |
$1.6M - $1.71M
|
26.4K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
26.3KNew |
$1.59M - $1.71M
|
26.3K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
26.3KNew |
$1.59M - $1.71M
|
26.3K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
26.1K+ 14.16% |
$1.58M - $1.69M
|
210K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25K+ 4.0% |
$1.52M - $1.62M
|
650K
$40.4M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
24.7K+ 13.71% |
$1.5M - $1.6M
|
205K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
24.6KNew |
$1.49M - $1.6M
|
24.6K
$1.53M
|