Purchases and Sales Made in Q1 2024 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.53% |
$693 - $755
|
2.48K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.55% |
$533 - $581
|
1.83K
$116K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.56% |
$427 - $464
|
1.43K
$91K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7+ 0.11% |
$373 - $406
|
6.33K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6New |
$320 - $348
|
6
$382
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6+ 0.05% |
$320 - $348
|
11.7K
$747K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6+ 0.05% |
$320 - $348
|
11.7K
$745K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.47% |
$213 - $232
|
864
$55K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
4+ 0.04% |
$213 - $232
|
9.22K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.26% |
$213 - $232
|
1.56K
$99.2K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
4+ 0.49% |
$213 - $232
|
815
$51.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$160 - $174
|
5.55K
$353K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.06% |
$160 - $174
|
4.69K
$298K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.28% |
$160 - $174
|
1.09K
$69.4K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.46% |
$160 - $174
|
657
$41.8K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.24% |
$107 - $116
|
833
$53K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$107 - $116
|
8.22K
$523K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$53.3 - $58.1
|
5.47K
$348K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 20.0% |
$53.3 - $58.1
|
6
$382
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1- 0.22% |
$53.3 - $58.1
|
459
$29.2K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2- 0.14% |
$107 - $116
|
1.39K
$88.7K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.05% |
$107 - $116
|
4.26K
$271K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 0.96% |
$160 - $174
|
309
$19.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 1.28% |
$213 - $232
|
308
$19.6K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-4- 0.1% |
$213 - $232
|
3.85K
$245K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5- 0.32% |
$267 - $290
|
1.57K
$100K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-5- 0.01% |
$267 - $290
|
40.7K
$2.59M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-6- 0.09% |
$320 - $348
|
6.4K
$407K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-12- 0.28% |
$640 - $697
|
4.23K
$269K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13Closed |
$693 - $755
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-15- 0.18% |
$800 - $871
|
8.38K
$533K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-17- 0.1% |
$907 - $987
|
17.6K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-18- 0.76% |
$960 - $1.05K
|
2.35K
$150K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-19- 0.14% |
$1.01K - $1.1K
|
13.2K
$837K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-23- 0.03% |
$1.23K - $1.34K
|
71.1K
$4.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-25- 0.14% |
$1.33K - $1.45K
|
17.8K
$1.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-30- 0.66% |
$1.6K - $1.74K
|
4.5K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-31- 0.19% |
$1.65K - $1.8K
|
16.2K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-31- 0.07% |
$1.65K - $1.8K
|
45K
$2.87M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-37- 0.11% |
$1.97K - $2.15K
|
32.8K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-37- 0.41% |
$1.97K - $2.15K
|
9.06K
$576K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-38- 0.85% |
$2.03K - $2.21K
|
4.44K
$282K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-44- 0.57% |
$2.35K - $2.55K
|
7.68K
$489K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-46- 0.94% |
$2.45K - $2.67K
|
4.83K
$307K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-48- 0.25% |
$2.56K - $2.79K
|
19.2K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-50- 1.31% |
$2.67K - $2.9K
|
3.77K
$240K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-60- 0.78% |
$3.2K - $3.48K
|
7.67K
$488K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-66- 11.93% |
$3.52K - $3.83K
|
487
$31K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-66- 0.73% |
$3.52K - $3.83K
|
8.94K
$569K
|