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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.5K+ 8.72% |
$695K - $744K
|
143K
$8.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 3.42% |
$681K - $728K
|
339K
$19.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
11.1KNew |
$677K - $723K
|
11.1K
$649K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
11K+ 6.63% |
$670K - $717K
|
178K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9K+ 37.57% |
$662K - $708K
|
39.9K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10.8KNew |
$659K - $704K
|
10.8K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
10.4KNew |
$631K - $675K
|
10.4K
$605K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
10.3KNew |
$628K - $672K
|
10.3K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
10.2K+ 2.47% |
$619K - $662K
|
423K
$24.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
10.2KNew |
$619K - $662K
|
10.2K
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.82K+ 74.0% |
$596K - $638K
|
23.1K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.81K+ 47.13% |
$596K - $637K
|
30.6K
$1.78M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
9.55KNew |
$580K - $620K
|
9.55K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.52K+ 154.87% |
$578K - $618K
|
15.7K
$912K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
9.5KNew |
$577K - $617K
|
9.5K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
9.42K+ 5.93% |
$572K - $612K
|
168K
$9.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9.33K+ 4.7% |
$567K - $606K
|
208K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
9.2KNew |
$559K - $598K
|
9.2K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.15K+ 11.0% |
$555K - $594K
|
92.3K
$5.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.14K+ 1.76% |
$555K - $593K
|
528K
$30.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.05K+ 4.06% |
$550K - $588K
|
232K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.96KNew |
$544K - $582K
|
8.96K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.89K+ 19.71% |
$540K - $577K
|
54K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
8.85KNew |
$537K - $575K
|
8.85K
$515K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.64KNew |
$525K - $561K
|
8.64K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
8.6KNew |
$522K - $558K
|
8.6K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
8.55K+ 50.11% |
$519K - $555K
|
25.6K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
8.54KNew |
$519K - $555K
|
8.54K
$497K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.53K+ 18.5% |
$518K - $554K
|
54.6K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.48KNew |
$515K - $551K
|
8.48K
$494K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
8.42K+ 1.57% |
$511K - $547K
|
544K
$31.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.39KNew |
$509K - $545K
|
8.39K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.97KNew |
$484K - $518K
|
7.97K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.91K+ 221.38% |
$480K - $514K
|
11.5K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.89K+ 14.62% |
$479K - $512K
|
61.8K
$3.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
7.85K+ 8.07% |
$477K - $510K
|
105K
$6.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.8K+ 18.0% |
$473K - $506K
|
51.1K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.66K+ 5.51% |
$465K - $498K
|
147K
$8.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
7.58K+ 4.28% |
$460K - $492K
|
185K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.55K+ 2.94% |
$459K - $490K
|
265K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.39K+ 42.55% |
$449K - $480K
|
24.8K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7.2K+ 35.94% |
$437K - $468K
|
27.2K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7.17K+ 1.85% |
$435K - $466K
|
395K
$23M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.13K+ 14.26% |
$433K - $463K
|
57.1K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
7.1KNew |
$431K - $461K
|
7.1K
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.07KNew |
$430K - $459K
|
7.07K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
7.06KNew |
$429K - $459K
|
7.06K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.05K+ 26.42% |
$428K - $458K
|
33.7K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
6.97KNew |
$424K - $453K
|
6.97K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.87K+ 60.21% |
$417K - $446K
|
18.3K
$1.06M
|