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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.8K+ 7.52% |
$1.45M - $1.55M
|
341K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
23K+ 42.71% |
$1.39M - $1.49M
|
76.7K
$4.47M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
22.4KNew |
$1.36M - $1.45M
|
22.4K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.9K+ 10.43% |
$1.33M - $1.42M
|
232K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
21.9K+ 28.01% |
$1.33M - $1.42M
|
99.9K
$5.81M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
21.4K+ 327.42% |
$1.3M - $1.39M
|
28K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
21K+ 5.4% |
$1.28M - $1.37M
|
411K
$23.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
20.8K+ 437.17% |
$1.26M - $1.35M
|
25.5K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20.1K+ 11.03% |
$1.22M - $1.3M
|
202K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
19.8KNew |
$1.2M - $1.28M
|
19.8K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.1KNew |
$1.16M - $1.24M
|
19.1K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
19KNew |
$1.16M - $1.24M
|
19K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.8K+ 110.22% |
$1.14M - $1.22M
|
35.9K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
18.7K+ 19.44% |
$1.14M - $1.22M
|
115K
$6.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
18.1K+ 24.14% |
$1.1M - $1.18M
|
93.2K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.1K+ 16.01% |
$1.1M - $1.17M
|
131K
$7.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.6K+ 47.58% |
$1.07M - $1.14M
|
54.7K
$3.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
17.6K+ 113.21% |
$1.07M - $1.14M
|
33.2K
$1.93M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
17.5KNew |
$1.06M - $1.14M
|
17.5K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.5K+ 48.01% |
$1.06M - $1.14M
|
54K
$3.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
17.4KNew |
$1.05M - $1.13M
|
17.4K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
17.3KNew |
$1.05M - $1.13M
|
17.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.3K+ 0.24% |
$1.05M - $1.12M
|
7.34M
$427M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
17.3KNew |
$1.05M - $1.12M
|
17.3K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
17.3KNew |
$1.05M - $1.12M
|
17.3K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
17K+ 7.34% |
$1.03M - $1.1M
|
248K
$14.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
16.6K+ 30.09% |
$1.01M - $1.08M
|
71.8K
$4.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
16.3KNew |
$993K - $1.06M
|
16.3K
$951K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.2K+ 14.61% |
$982K - $1.05M
|
127K
$7.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15.5K+ 18.65% |
$944K - $1.01M
|
98.8K
$5.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
15.3KNew |
$926K - $991K
|
15.3K
$888K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15.2K+ 5.68% |
$923K - $987K
|
283K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
15.1KNew |
$918K - $982K
|
15.1K
$880K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
14.8K+ 272.24% |
$899K - $961K
|
20.2K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
14.8K+ 16.67% |
$897K - $959K
|
103K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
14.6K+ 6.59% |
$888K - $949K
|
236K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
14.6KNew |
$886K - $948K
|
14.6K
$850K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14.4KNew |
$877K - $938K
|
14.4K
$841K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$849K - $908K
|
14K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
13.4KNew |
$813K - $869K
|
13.4K
$779K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 5.26% |
$774K - $827K
|
255K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$762K - $814K
|
12.5K
$730K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.2K+ 0.99% |
$739K - $790K
|
1.24M
$72.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
12K+ 4.67% |
$729K - $779K
|
269K
$15.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12KNew |
$729K - $779K
|
12K
$698K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
11.9KNew |
$720K - $770K
|
11.9K
$690K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
11.7K+ 7.34% |
$710K - $759K
|
171K
$9.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.7K+ 4.55% |
$710K - $759K
|
268K
$15.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
11.7K+ 105.67% |
$709K - $758K
|
22.7K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.5KNew |
$700K - $749K
|
11.5K
$671K
|