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 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.62K+ 10.32% |
$98.1K - $105K
|
17.3K
$1.07M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.6KNew |
$97.4K - $104K
|
1.6K
$99.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.6K+ 1.37% |
$97.1K - $104K
|
118K
$7.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.59K+ 22.14% |
$96.4K - $103K
|
8.76K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.54KNew |
$93.2K - $99.7K
|
1.54K
$95K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.53K+ 14.17% |
$92.7K - $99.1K
|
12.3K
$761K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.48KNew |
$89.6K - $95.8K
|
1.48K
$91.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.45K+ 48.32% |
$88.1K - $94.2K
|
4.45K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.44K+ 30.75% |
$87.6K - $93.6K
|
6.13K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 3.1% |
$85.6K - $91.5K
|
46.8K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.4KNew |
$85K - $90.9K
|
1.4K
$86.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 6.43% |
$83.7K - $89.5K
|
22.8K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.36K+ 1.48% |
$82.5K - $88.2K
|
93.4K
$5.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.36K+ 26.1% |
$82.4K - $88.1K
|
6.56K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.3K+ 4.72% |
$78.6K - $84.1K
|
28.7K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.29K+ 20.2% |
$78.2K - $83.6K
|
7.66K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.27K+ 22.75% |
$76.8K - $82.1K
|
6.83K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.26K+ 36.65% |
$76.3K - $81.6K
|
4.69K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.26K+ 1.38% |
$76.2K - $81.5K
|
92.4K
$5.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.23K+ 2.43% |
$74.5K - $79.6K
|
51.6K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.18K+ 140.45% |
$71.9K - $76.9K
|
2.03K
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.16K+ 13.06% |
$70.6K - $75.5K
|
10.1K
$623K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.15K+ 2.09% |
$70K - $74.8K
|
56.2K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
1.1K+ 1.07% |
$66.5K - $71.1K
|
103K
$6.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09K+ 3.41% |
$65.9K - $70.5K
|
32.9K
$2.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.09K+ 29.7% |
$65.9K - $70.5K
|
4.74K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.09K+ 1.17% |
$65.9K - $70.5K
|
93.6K
$5.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.08K+ 2.67% |
$65.6K - $70.1K
|
41.5K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.03K+ 7.0% |
$62.4K - $66.7K
|
15.7K
$972K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.02K+ 0.61% |
$62K - $66.3K
|
169K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.01K+ 8.09% |
$61.6K - $65.8K
|
13.5K
$839K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
997+ 4.1% |
$60.5K - $64.7K
|
25.3K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
995+ 2.51% |
$60.4K - $64.6K
|
40.7K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
991+ 3.08% |
$60.2K - $64.4K
|
33.2K
$2.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
980+ 6.57% |
$59.5K - $63.6K
|
15.9K
$984K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
979+ 3.23% |
$59.5K - $63.6K
|
31.3K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
961+ 12.75% |
$58.4K - $62.4K
|
8.5K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
941+ 20.41% |
$57.1K - $61.1K
|
5.55K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
924+ 0.41% |
$56.1K - $60K
|
225K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
916+ 2.87% |
$55.6K - $59.5K
|
32.8K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
910+ 3.8% |
$55.3K - $59.1K
|
24.8K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
888+ 12.1% |
$53.9K - $57.7K
|
8.23K
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
882+ 5.46% |
$53.6K - $57.3K
|
17K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
881+ 0.73% |
$53.5K - $57.2K
|
121K
$7.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
862New |
$52.3K - $56K
|
862
$53.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
824+ 2.18% |
$50K - $53.5K
|
38.6K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
805+ 0.7% |
$48.9K - $52.3K
|
115K
$7.12M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
800New |
$48.6K - $52K
|
800
$49.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
793New |
$48.2K - $51.5K
|
793
$49.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
783+ 15.04% |
$47.6K - $50.8K
|
5.99K
$371K
|