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 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
7.06KNew |
$429K - $459K
|
7.06K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.05K+ 26.42% |
$428K - $458K
|
33.7K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
6.97KNew |
$424K - $453K
|
6.97K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.87K+ 60.21% |
$417K - $446K
|
18.3K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
6.84KNew |
$415K - $444K
|
6.84K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.83K+ 2.5% |
$415K - $443K
|
280K
$17.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.82K+ 1.31% |
$414K - $443K
|
525K
$32.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
6.81KNew |
$414K - $442K
|
6.81K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
6.77K+ 2.27% |
$411K - $439K
|
305K
$19M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.68K+ 4.81% |
$406K - $434K
|
146K
$9.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.59K+ 33.81% |
$400K - $428K
|
26.1K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
6.59KNew |
$400K - $428K
|
6.59K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.43KNew |
$390K - $417K
|
6.43K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
6.33K+ 9.55% |
$385K - $411K
|
72.6K
$4.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.32KNew |
$384K - $410K
|
6.32K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.3KNew |
$382K - $409K
|
6.3K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.27KNew |
$381K - $407K
|
6.27K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
6.27K+ 4.02% |
$381K - $407K
|
162K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.16KNew |
$374K - $400K
|
6.16K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.14K+ 3.32% |
$373K - $399K
|
191K
$11.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
6.14KNew |
$373K - $399K
|
6.14K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.08K+ 20.39% |
$369K - $395K
|
35.9K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.02K+ 2.2% |
$365K - $391K
|
280K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
6.01K+ 0.67% |
$365K - $390K
|
905K
$56.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
6K+ 6.06% |
$364K - $390K
|
105K
$6.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
5.78K+ 24.57% |
$351K - $375K
|
29.3K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.76K+ 2.68% |
$350K - $374K
|
220K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.76K+ 3.63% |
$350K - $374K
|
165K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.72K+ 36.71% |
$348K - $372K
|
21.3K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
5.71KNew |
$346K - $370K
|
5.71K
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
5.69K+ 2.19% |
$346K - $370K
|
266K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.57KNew |
$338K - $361K
|
5.57K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5.55KNew |
$337K - $361K
|
5.55K
$346K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
5.35K+ 2.21% |
$325K - $347K
|
248K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.35K+ 40.66% |
$325K - $347K
|
18.5K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.35KNew |
$325K - $347K
|
5.35K
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.11K+ 2.93% |
$310K - $332K
|
179K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5.09KNew |
$309K - $330K
|
5.09K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.07K+ 5.42% |
$308K - $330K
|
98.8K
$6.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.05K+ 26.02% |
$307K - $328K
|
24.5K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.99K+ 94.83% |
$303K - $324K
|
10.3K
$639K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
4.94K+ 1.44% |
$300K - $321K
|
349K
$21.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.91KNew |
$298K - $319K
|
4.91K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.89K+ 24.69% |
$297K - $317K
|
24.7K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.88K+ 3.55% |
$296K - $317K
|
143K
$8.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.86K+ 3.37% |
$295K - $316K
|
149K
$9.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.86K+ 3.31% |
$295K - $316K
|
151K
$9.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.86KNew |
$295K - $316K
|
4.86K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.84K+ 74.75% |
$294K - $314K
|
11.3K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.75K+ 1.56% |
$289K - $309K
|
309K
$19.2M
|