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 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 0.44% |
$2.92K - $3.12K
|
11K
$688K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
40+ 0.08% |
$2.43K - $2.6K
|
52K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
38+ 0.63% |
$2.31K - $2.47K
|
6.03K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
36+ 0.04% |
$2.19K - $2.34K
|
91.9K
$5.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
28+ 0.45% |
$1.7K - $1.82K
|
6.27K
$392K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
19+ 0.18% |
$1.15K - $1.23K
|
10.8K
$676K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.44% |
$1.09K - $1.17K
|
4.14K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
17+ 0.64% |
$1.03K - $1.1K
|
2.68K
$168K
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
10+ 0.02% |
$607 - $649
|
41.8K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.62% |
$547 - $584
|
1.46K
$91.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9+ 0.11% |
$547 - $584
|
8.13K
$509K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 0.56% |
$425 - $455
|
1.26K
$78.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.13% |
$121 - $130
|
1.59K
$99.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1+ 0.01% |
$60.7 - $64.9
|
7.14K
$447K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1+ 0.01% |
$60.7 - $64.9
|
7.94K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.83% |
$60.7 - $64.9
|
122
$7.64K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-10- 0.17% |
$607 - $649
|
5.9K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-13- 0.05% |
$789 - $844
|
28.3K
$1.77M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-15- 0.12% |
$911 - $974
|
12.1K
$756K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-16- 0.06% |
$972 - $1.04K
|
28.6K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-20- 0.49% |
$1.21K - $1.3K
|
4.08K
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-43- 0.37% |
$2.61K - $2.79K
|
11.7K
$731K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-52- 0.28% |
$3.16K - $3.38K
|
18.3K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-57- 0.49% |
$3.46K - $3.7K
|
11.5K
$720K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-67- 0.03% |
$4.07K - $4.35K
|
204K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-75- 66.96% |
$4.55K - $4.87K
|
37
$2.32K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-84- 4.88% |
$5.1K - $5.45K
|
1.64K
$103K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-97- 2.33% |
$5.89K - $6.3K
|
4.07K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-113- 0.05% |
$6.86K - $7.34K
|
230K
$14.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-120- 3.21% |
$7.29K - $7.79K
|
3.62K
$226K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-122- 0.6% |
$7.41K - $7.92K
|
20.3K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-125- 0.58% |
$7.59K - $8.12K
|
21.6K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-147- 0.52% |
$8.93K - $9.55K
|
28K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-157- 0.42% |
$9.53K - $10.2K
|
37.5K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-168- 0.53% |
$10.2K - $10.9K
|
31.5K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-218- 70.55% |
$13.2K - $14.2K
|
91
$5.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-230- 2.58% |
$14K - $14.9K
|
8.69K
$544K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-288- 2.43% |
$17.5K - $18.7K
|
11.6K
$724K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-292- 0.58% |
$17.7K - $19K
|
50K
$3.13M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-352- 5.17% |
$21.4K - $22.9K
|
6.46K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-395- 2.24% |
$24K - $25.7K
|
17.2K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-478- 1.87% |
$29K - $31K
|
25.1K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-483- 3.62% |
$29.3K - $31.4K
|
12.9K
$805K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-500- 7.16% |
$30.4K - $32.5K
|
6.49K
$406K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-534- 0.4% |
$32.4K - $34.7K
|
134K
$8.37M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-578- 7.03% |
$35.1K - $37.5K
|
7.65K
$479K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-599- 5.62% |
$36.4K - $38.9K
|
10.1K
$630K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-629- 1.43% |
$38.2K - $40.8K
|
43.2K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-714- 2.39% |
$43.4K - $46.4K
|
29.2K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-719- 2.8% |
$43.7K - $46.7K
|
24.9K
$1.56M
|