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 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-267- 5.27% |
$14.2K - $15.5K
|
4.8K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-271- 2.99% |
$14.5K - $15.7K
|
8.79K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-279- 1.58% |
$14.9K - $16.2K
|
17.3K
$1.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-285- 1.78% |
$15.2K - $16.5K
|
15.7K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-290- 4.4% |
$15.5K - $16.8K
|
6.3K
$411K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-291- 74.62% |
$15.5K - $16.9K
|
99
$6.46K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-295- 3.58% |
$15.7K - $17.1K
|
7.95K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-298- 0.88% |
$15.9K - $17.3K
|
33.7K
$2.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-306- 1.09% |
$16.3K - $17.8K
|
27.8K
$1.81M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-308- 1.93% |
$16.4K - $17.9K
|
15.7K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-311- 2.23% |
$16.6K - $18.1K
|
13.6K
$888K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-325- 3.03% |
$17.3K - $18.9K
|
10.4K
$679K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-330- 2.3% |
$17.6K - $19.2K
|
14K
$916K
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-334- 2.18% |
$17.8K - $19.4K
|
15K
$976K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-335- 2.68% |
$17.9K - $19.5K
|
12.2K
$794K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-339- 1.94% |
$18.1K - $19.7K
|
17.1K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-350- 1.7% |
$18.7K - $20.3K
|
20.3K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-360- 1.69% |
$19.2K - $20.9K
|
21K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-361- 1.76% |
$19.3K - $21K
|
20.2K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-364- 15.68% |
$19.4K - $21.1K
|
1.96K
$128K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-371- 0.79% |
$19.8K - $21.5K
|
46.3K
$3.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-379- 1.84% |
$20.2K - $22K
|
20.2K
$1.32M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-387- 91.27% |
$20.6K - $22.5K
|
37
$2.41K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-390- 2.86% |
$20.8K - $22.6K
|
13.3K
$865K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-402- 1.56% |
$21.4K - $23.3K
|
25.4K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-409- 0.5% |
$21.8K - $23.7K
|
81.3K
$5.31M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-417- 4.25% |
$22.2K - $24.2K
|
9.4K
$614K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-423- 4.97% |
$22.6K - $24.6K
|
8.09K
$528K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-440- 0.34% |
$23.5K - $25.5K
|
128K
$8.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-441- 7.25% |
$23.5K - $25.6K
|
5.65K
$368K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-443- 5.72% |
$23.6K - $25.7K
|
7.3K
$476K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-447- 1.88% |
$23.8K - $26K
|
23.3K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-474- 2.46% |
$25.3K - $27.5K
|
18.8K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-480- 4.76% |
$25.6K - $27.9K
|
9.61K
$627K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-523- 1.58% |
$27.9K - $30.4K
|
32.5K
$2.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-523- 4.48% |
$27.9K - $30.4K
|
11.1K
$727K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-527- 9.0% |
$28.1K - $30.6K
|
5.33K
$348K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-547- 2.38% |
$29.2K - $31.8K
|
22.4K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-547- 1.9% |
$29.2K - $31.8K
|
28.3K
$1.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-566- 4.07% |
$30.2K - $32.9K
|
13.3K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-577- 4.69% |
$30.8K - $33.5K
|
11.7K
$765K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-580- 0.72% |
$30.9K - $33.7K
|
79.8K
$5.21M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-597- 12.47% |
$31.8K - $34.7K
|
4.19K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-597- 5.6% |
$31.8K - $34.7K
|
10.1K
$656K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-610- 9.71% |
$32.5K - $35.4K
|
5.67K
$370K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-612- 8.56% |
$32.6K - $35.5K
|
6.54K
$427K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-624- 1.89% |
$33.3K - $36.2K
|
32.5K
$2.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-630- 2.89% |
$33.6K - $36.6K
|
21.1K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-632- 39.65% |
$33.7K - $36.7K
|
962
$62.8K
|
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-637- 2.35% |
$34K - $37K
|
26.5K
$1.73M
|