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 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
4.46KNew |
$271K - $289K
|
4.46K
$276K
|
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.44K+ 1.43% |
$270K - $289K
|
315K
$19.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
4.4K+ 24.44% |
$267K - $286K
|
22.4K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.38KNew |
$266K - $285K
|
4.38K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
4.33KNew |
$263K - $281K
|
4.33K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
4.31KNew |
$262K - $280K
|
4.31K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.3K+ 116.22% |
$261K - $279K
|
8K
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.28K+ 7.42% |
$260K - $278K
|
62K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.24K+ 13.77% |
$257K - $275K
|
35K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.23K+ 10.29% |
$257K - $275K
|
45.3K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.19K+ 2.31% |
$254K - $272K
|
186K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.18K+ 1.37% |
$254K - $272K
|
310K
$19.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.14K+ 11.57% |
$252K - $269K
|
40K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.14KNew |
$251K - $269K
|
4.14K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.07K+ 4.29% |
$247K - $264K
|
99K
$6.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
4KNew |
$243K - $260K
|
4K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.93KNew |
$239K - $255K
|
3.93K
$243K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.93K+ 16.2% |
$239K - $255K
|
28.2K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.92K+ 2.48% |
$238K - $254K
|
162K
$10M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.9KNew |
$237K - $253K
|
3.9K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.9K+ 3.45% |
$237K - $253K
|
117K
$7.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.79K+ 8.26% |
$230K - $246K
|
49.7K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.78K+ 4.79% |
$229K - $245K
|
82.7K
$5.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.75KNew |
$228K - $243K
|
3.75K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.71KNew |
$226K - $241K
|
3.71K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
3.71K+ 36.94% |
$225K - $241K
|
13.7K
$851K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.64KNew |
$221K - $237K
|
3.64K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.61KNew |
$219K - $234K
|
3.61K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.59K+ 18.18% |
$218K - $233K
|
23.3K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.57K+ 1.77% |
$217K - $232K
|
205K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.56K+ 17.83% |
$216K - $231K
|
23.5K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.56K+ 11.97% |
$216K - $231K
|
33.3K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.5K+ 83.49% |
$213K - $227K
|
7.69K
$476K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.48KNew |
$211K - $226K
|
3.48K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.48K+ 8.15% |
$211K - $226K
|
46.1K
$2.85M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.43KNew |
$208K - $223K
|
3.43K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.38KNew |
$206K - $220K
|
3.38K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.37K+ 80.09% |
$205K - $219K
|
7.58K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.37KNew |
$204K - $219K
|
3.37K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.34K+ 1.63% |
$203K - $217K
|
209K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.25K+ 1.2% |
$197K - $211K
|
275K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
3.24K+ 0.95% |
$197K - $210K
|
343K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.22KNew |
$196K - $209K
|
3.22K
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.17K+ 16.74% |
$192K - $206K
|
22.1K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.13K+ 1.59% |
$190K - $203K
|
200K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.08K+ 388.51% |
$187K - $200K
|
3.87K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.06K+ 6.79% |
$186K - $198K
|
48K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.02K+ 18.8% |
$184K - $196K
|
19.1K
$1.18M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.95KNew |
$179K - $191K
|
2.95K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.93K+ 25.46% |
$178K - $191K
|
14.5K
$895K
|