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
|
Scotia Capital Inc.
|
SELL
|
- |
-298- 0.88% |
$15.9K - $17.3K
|
33.7K
$2.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-306- 1.09% |
$16.3K - $17.8K
|
27.8K
$1.76M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-308- 1.93% |
$16.4K - $17.9K
|
15.7K
$994K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-311- 2.23% |
$16.6K - $18.1K
|
13.6K
$864K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-325- 3.03% |
$17.3K - $18.9K
|
10.4K
$660K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-330- 2.3% |
$17.6K - $19.2K
|
14K
$891K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-334- 2.18% |
$17.8K - $19.4K
|
15K
$949K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-335- 2.68% |
$17.9K - $19.5K
|
12.2K
$772K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-339- 1.94% |
$18.1K - $19.7K
|
17.1K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-350- 1.7% |
$18.7K - $20.3K
|
20.3K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-360- 1.69% |
$19.2K - $20.9K
|
21K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-361- 1.76% |
$19.3K - $21K
|
20.2K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-364- 15.68% |
$19.4K - $21.1K
|
1.96K
$124K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-371- 0.79% |
$19.8K - $21.5K
|
46.3K
$2.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-379- 1.84% |
$20.2K - $22K
|
20.2K
$1.28M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-387- 91.27% |
$20.6K - $22.5K
|
37
$2.35K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-390- 2.86% |
$20.8K - $22.6K
|
13.3K
$841K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-402- 1.56% |
$21.4K - $23.3K
|
25.4K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-409- 0.5% |
$21.8K - $23.7K
|
81.3K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-417- 4.25% |
$22.2K - $24.2K
|
9.4K
$597K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-423- 4.97% |
$22.6K - $24.6K
|
8.09K
$513K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-440- 0.34% |
$23.5K - $25.5K
|
128K
$8.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-441- 7.25% |
$23.5K - $25.6K
|
5.65K
$358K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-443- 5.72% |
$23.6K - $25.7K
|
7.3K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-447- 1.88% |
$23.8K - $26K
|
23.3K
$1.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-474- 2.46% |
$25.3K - $27.5K
|
18.8K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-480- 4.76% |
$25.6K - $27.9K
|
9.61K
$610K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-523- 4.48% |
$27.9K - $30.4K
|
11.1K
$707K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-523- 1.58% |
$27.9K - $30.4K
|
32.5K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-527- 9.0% |
$28.1K - $30.6K
|
5.33K
$338K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-547- 1.9% |
$29.2K - $31.8K
|
28.3K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-547- 2.38% |
$29.2K - $31.8K
|
22.4K
$1.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-566- 4.07% |
$30.2K - $32.9K
|
13.3K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-577- 4.69% |
$30.8K - $33.5K
|
11.7K
$744K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-580- 0.72% |
$30.9K - $33.7K
|
79.8K
$5.07M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-597- 12.47% |
$31.8K - $34.7K
|
4.19K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-597- 5.6% |
$31.8K - $34.7K
|
10.1K
$639K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-610- 9.71% |
$32.5K - $35.4K
|
5.67K
$360K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-612- 8.56% |
$32.6K - $35.5K
|
6.54K
$415K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-624- 1.89% |
$33.3K - $36.2K
|
32.5K
$2.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-630- 2.89% |
$33.6K - $36.6K
|
21.1K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-632- 39.65% |
$33.7K - $36.7K
|
962
$61.1K
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-637- 2.35% |
$34K - $37K
|
26.5K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-637- 2.35% |
$34K - $37K
|
26.5K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-655- 2.68% |
$34.9K - $38K
|
23.8K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-675- 12.65% |
$36K - $39.2K
|
4.66K
$296K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-698- 2.91% |
$37.2K - $40.5K
|
23.3K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-722- 1.9% |
$38.5K - $41.9K
|
37.3K
$2.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-744- 3.07% |
$39.7K - $43.2K
|
23.5K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-749- 6.44% |
$39.9K - $43.5K
|
10.9K
$691K
|