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 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
916+ 2.87% |
$55.6K - $59.5K
|
32.8K
$2.04M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
910+ 3.8% |
$55.3K - $59.1K
|
24.8K
$1.55M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
888+ 12.1% |
$53.9K - $57.7K
|
8.23K
$512K
|
|
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
$7.55M
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
862New |
$52.3K - $56K
|
862
$53.7K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
824+ 2.18% |
$50K - $53.5K
|
38.6K
$2.4M
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
805+ 0.7% |
$48.9K - $52.3K
|
115K
$7.16M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
800New |
$48.6K - $52K
|
800
$49.8K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
793New |
$48.2K - $51.5K
|
793
$49.4K
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
783+ 15.04% |
$47.6K - $50.8K
|
5.99K
$373K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
775+ 12.52% |
$47.1K - $50.3K
|
6.96K
$434K
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
775+ 21.2% |
$47.1K - $50.3K
|
4.43K
$276K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
768+ 2.32% |
$46.6K - $49.9K
|
33.9K
$2.11M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
767+ 1.31% |
$46.6K - $49.8K
|
59.5K
$3.7M
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
750New |
$45.5K - $48.7K
|
750
$46.7K
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
750+ 7.07% |
$45.5K - $48.7K
|
11.4K
$707K
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
750+ 1.87% |
$45.5K - $48.7K
|
40.9K
$2.55M
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
730+ 8.0% |
$44.3K - $47.4K
|
9.85K
$613K
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
720+ 22.22% |
$43.7K - $46.8K
|
3.96K
$247K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
719+ 2.2% |
$43.7K - $46.7K
|
33.4K
$2.08M
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
719+ 0.76% |
$43.7K - $46.7K
|
95.8K
$5.97M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
718+ 1.17% |
$43.6K - $46.6K
|
62K
$3.86M
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
716+ 5.76% |
$43.5K - $46.5K
|
13.1K
$818K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
700+ 1.7% |
$42.5K - $45.5K
|
41.9K
$2.61M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
689+ 2.33% |
$41.8K - $44.7K
|
30.3K
$1.89M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
673+ 19.55% |
$40.9K - $43.7K
|
4.12K
$256K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
668New |
$40.6K - $43.4K
|
668
$41.6K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
611+ 33.94% |
$37.1K - $39.7K
|
2.41K
$150K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
600+ 11.9% |
$36.4K - $39K
|
5.64K
$351K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
600New |
$36.4K - $39K
|
600
$37.4K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
597+ 0.19% |
$36.3K - $38.8K
|
310K
$19.3M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
596+ 0.74% |
$36.2K - $38.7K
|
81.5K
$5.08M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
593+ 4.54% |
$36K - $38.5K
|
13.7K
$851K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
585+ 22.9% |
$35.5K - $38K
|
3.14K
$195K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
582+ 1.91% |
$35.3K - $37.8K
|
31.1K
$1.94M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
577+ 41.84% |
$35K - $37.5K
|
1.96K
$122K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
571+ 2.36% |
$34.7K - $37.1K
|
24.8K
$1.54M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
549+ 0.7% |
$33.3K - $35.7K
|
79.1K
$4.93M
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
546New |
$33.2K - $35.5K
|
546
$34K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
540New |
$32.8K - $35.1K
|
540
$33.6K
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
535+ 14.6% |
$32.5K - $34.7K
|
4.2K
$261K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
534New |
$32.4K - $34.7K
|
534
$33.2K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
533New |
$32.4K - $34.6K
|
533
$33.2K
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
521+ 0.71% |
$31.6K - $33.8K
|
73.9K
$4.6M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
488+ 0.34% |
$29.6K - $31.7K
|
142K
$8.87M
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
488+ 11.63% |
$29.6K - $31.7K
|
4.68K
$292K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
487+ 1.51% |
$29.6K - $31.6K
|
32.7K
$2.04M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
480+ 5.2% |
$29.2K - $31.2K
|
9.71K
$605K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
478+ 37.55% |
$29K - $31K
|
1.75K
$109K
|