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 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.93K+ 25.46% |
$178K - $191K
|
14.5K
$884K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.93KNew |
$178K - $190K
|
2.93K
$179K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.85K+ 2.89% |
$173K - $185K
|
101K
$6.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.83K+ 19.97% |
$172K - $183K
|
17K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.78K+ 3.18% |
$169K - $180K
|
90.1K
$5.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.78KNew |
$169K - $180K
|
2.78K
$170K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.77K+ 81.03% |
$168K - $180K
|
6.19K
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.76K+ 23.58% |
$168K - $179K
|
14.5K
$885K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.72K+ 58.16% |
$165K - $177K
|
7.39K
$452K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.64K+ 42.44% |
$160K - $172K
|
8.86K
$542K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.61K+ 6.48% |
$159K - $170K
|
42.9K
$2.62M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.6K+ 1.45% |
$158K - $169K
|
181K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.6K+ 1.42% |
$158K - $169K
|
186K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.58K+ 2.21% |
$157K - $168K
|
120K
$7.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.48K+ 2.2% |
$151K - $161K
|
115K
$7.06M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.46K+ 1.47% |
$149K - $160K
|
170K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.39K+ 19.06% |
$145K - $155K
|
15K
$914K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.37K+ 128.15% |
$144K - $154K
|
4.22K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.32K+ 0.24% |
$141K - $150K
|
960K
$58.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.3K+ 52.46% |
$140K - $150K
|
6.7K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.3K+ 52.46% |
$140K - $150K
|
6.7K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.28K+ 8.35% |
$139K - $148K
|
29.6K
$1.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.27K+ 2.14% |
$138K - $147K
|
108K
$6.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.24K+ 39.4% |
$136K - $146K
|
7.93K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.22K+ 9.36% |
$135K - $144K
|
26K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.22K+ 46.13% |
$135K - $144K
|
7.02K
$429K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.21K+ 1.41% |
$134K - $144K
|
159K
$9.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.18K+ 2.52% |
$132K - $142K
|
88.6K
$5.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.17K+ 1.19% |
$132K - $141K
|
185K
$11.3M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.17KNew |
$131K - $141K
|
2.17K
$132K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.16KNew |
$131K - $140K
|
2.16K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.15K+ 5.64% |
$130K - $139K
|
40.2K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.08K+ 0.82% |
$127K - $135K
|
256K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.07K+ 2.79% |
$125K - $134K
|
76K
$4.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.99K+ 2.02% |
$121K - $129K
|
101K
$6.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.98K+ 11.95% |
$120K - $129K
|
18.6K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.96K+ 9.31% |
$119K - $127K
|
23K
$1.4M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.94K+ 6.21% |
$118K - $126K
|
33.2K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.91K+ 1.44% |
$116K - $124K
|
134K
$8.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.9KNew |
$115K - $123K
|
1.9K
$116K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.88K+ 34.05% |
$114K - $122K
|
7.39K
$452K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.85KNew |
$112K - $120K
|
1.85K
$113K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 4.04% |
$110K - $118K
|
46.6K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.76K+ 23.39% |
$107K - $114K
|
9.29K
$568K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.75K+ 21.17% |
$106K - $114K
|
10K
$612K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
1.73K+ 4.42% |
$105K - $112K
|
40.9K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.72K+ 29.48% |
$104K - $112K
|
7.55K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.65KNew |
$100K - $107K
|
1.65K
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.64K+ 11.76% |
$99.6K - $107K
|
15.6K
$953K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.63K+ 4.72% |
$99K - $106K
|
36.2K
$2.21M
|