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 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-73- 1.23% |
$3.89K - $4.24K
|
5.87K
$367K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-82- 1.71% |
$4.37K - $4.76K
|
4.71K
$295K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-82- 1.0% |
$4.37K - $4.76K
|
8.14K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-87- 2.36% |
$4.64K - $5.05K
|
3.6K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-92- 0.72% |
$4.91K - $5.34K
|
12.7K
$793K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-94- 0.27% |
$5.01K - $5.46K
|
34.9K
$2.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-99- 1.77% |
$5.28K - $5.75K
|
5.51K
$345K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-100- 1.54% |
$5.33K - $5.81K
|
6.38K
$399K
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-100- 0.38% |
$5.33K - $5.81K
|
26.2K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-100- 0.23% |
$5.33K - $5.81K
|
43.9K
$2.75M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-102- 0.23% |
$5.44K - $5.92K
|
44.2K
$2.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-107- 1.16% |
$5.71K - $6.21K
|
9.09K
$569K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-109- 1.97% |
$5.81K - $6.33K
|
5.43K
$340K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-120- 1.09% |
$6.4K - $6.97K
|
10.8K
$679K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-120- 2.0% |
$6.4K - $6.97K
|
5.89K
$369K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-120- 1.54% |
$6.4K - $6.97K
|
7.69K
$481K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-122- 2.78% |
$6.51K - $7.08K
|
4.27K
$268K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-123- 0.36% |
$6.56K - $7.14K
|
33.9K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-133- 1.28% |
$7.09K - $7.72K
|
10.3K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-134- 2.39% |
$7.15K - $7.78K
|
5.47K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-134- 1.96% |
$7.15K - $7.78K
|
6.71K
$420K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-136- 3.24% |
$7.25K - $7.9K
|
4.06K
$254K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-140- 1.29% |
$7.47K - $8.13K
|
10.7K
$669K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-154- 4.08% |
$8.21K - $8.94K
|
3.62K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-155- 0.53% |
$8.27K - $9K
|
28.9K
$1.81M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-158- 3.06% |
$8.43K - $9.17K
|
5.01K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-162- 2.28% |
$8.64K - $9.41K
|
6.94K
$434K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-163- 0.41% |
$8.69K - $9.46K
|
39.5K
$2.47M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-164- 3.17% |
$8.75K - $9.52K
|
5K
$313K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-171- 2.28% |
$9.12K - $9.93K
|
7.32K
$458K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-171- 0.64% |
$9.12K - $9.93K
|
26.4K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-184- 4.8% |
$9.81K - $10.7K
|
3.65K
$228K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-184- 2.75% |
$9.81K - $10.7K
|
6.51K
$407K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-185- 0.23% |
$9.87K - $10.7K
|
80.6K
$5.04M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-189- 2.95% |
$10.1K - $11K
|
6.22K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-195- 1.75% |
$10.4K - $11.3K
|
11K
$687K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-228- 4.92% |
$12.2K - $13.2K
|
4.4K
$276K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-230- 0.99% |
$12.3K - $13.4K
|
22.9K
$1.44M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-231- 0.11% |
$12.3K - $13.4K
|
208K
$13M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-232- 1.83% |
$12.4K - $13.5K
|
12.4K
$778K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-233- 2.77% |
$12.4K - $13.5K
|
8.18K
$512K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-252- 6.54% |
$13.4K - $14.6K
|
3.6K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-258- 3.69% |
$13.8K - $15K
|
6.74K
$422K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-267- 5.27% |
$14.2K - $15.5K
|
4.8K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-271- 2.99% |
$14.5K - $15.7K
|
8.79K
$550K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-279- 1.58% |
$14.9K - $16.2K
|
17.3K
$1.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-285- 1.78% |
$15.2K - $16.5K
|
15.7K
$984K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-290- 4.4% |
$15.5K - $16.8K
|
6.3K
$395K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-291- 74.62% |
$15.5K - $16.9K
|
99
$6.2K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-295- 3.58% |
$15.7K - $17.1K
|
7.95K
$498K
|