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
|
Wedbush Securities Inc
|
SELL
|
- |
-754- 11.93% |
$40.2K - $43.8K
|
5.57K
$353K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-787- 6.18% |
$42K - $45.7K
|
11.9K
$758K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-813- 0.24% |
$43.4K - $47.2K
|
344K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-820- 18.8% |
$43.7K - $47.6K
|
3.54K
$225K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-835- 13.22% |
$44.5K - $48.5K
|
5.48K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-849- 2.71% |
$45.3K - $49.3K
|
30.5K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-853- 1.07% |
$45.5K - $49.5K
|
79.1K
$5.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-873- 1.56% |
$46.6K - $50.7K
|
55.1K
$3.5M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-880- 22.52% |
$46.9K - $51.1K
|
3.03K
$192K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-923- 1.62% |
$49.2K - $53.6K
|
56.1K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-939- 30.93% |
$50.1K - $54.5K
|
2.1K
$133K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-947- 3.36% |
$50.5K - $55K
|
27.2K
$1.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-988- 0.55% |
$52.7K - $57.4K
|
179K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.03K- 5.33% |
$54.7K - $59.6K
|
18.2K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.03K- 0.51% |
$55K - $59.9K
|
202K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.04K- 2.95% |
$55.7K - $60.6K
|
34.3K
$2.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.05K- 2.4% |
$55.9K - $60.8K
|
42.6K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.06K- 9.81% |
$56.3K - $61.3K
|
9.71K
$616K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.15K- 8.31% |
$61.4K - $66.9K
|
12.7K
$807K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-1.16K- 2.9% |
$62K - $67.5K
|
39K
$2.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.18K- 6.64% |
$63.1K - $68.7K
|
16.6K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.18K- 8.51% |
$63.1K - $68.7K
|
12.7K
$807K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.25K- 12.99% |
$66.7K - $72.6K
|
8.37K
$531K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.28K- 3.07% |
$68.4K - $74.5K
|
40.5K
$2.57M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.29K- 4.17% |
$68.6K - $74.7K
|
29.6K
$1.88M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.31K- 10.07% |
$70K - $76.2K
|
11.7K
$744K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.32K- 68.34% |
$70.6K - $76.8K
|
613
$38.9K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.35K- 1.09% |
$72.1K - $78.5K
|
123K
$7.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 13.45% |
$73.2K - $79.7K
|
8.83K
$561K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.38K- 1.66% |
$73.3K - $79.8K
|
81.2K
$5.16M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.38K- 3.91% |
$73.4K - $79.9K
|
33.8K
$2.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.38K- 5.45% |
$73.5K - $80K
|
23.9K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.4K- 5.38% |
$74.8K - $81.4K
|
24.6K
$1.56M
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-1.4K- 5.19% |
$74.8K - $81.4K
|
25.6K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.43K- 21.04% |
$76K - $82.8K
|
5.35K
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.44K- 5.05% |
$76.6K - $83.4K
|
27K
$1.71M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.47K- 4.14% |
$78.3K - $85.3K
|
34K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.51K- 10.54% |
$80.4K - $87.5K
|
12.8K
$812K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.55K- 1.06% |
$82.8K - $90.2K
|
145K
$9.19M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.56K- 1.49% |
$83.2K - $90.6K
|
103K
$6.53M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.56K- 20.57% |
$83.4K - $90.8K
|
6.04K
$383K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.57K- 22.57% |
$83.5K - $90.9K
|
5.37K
$341K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.58K- 7.63% |
$84K - $91.5K
|
19.1K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.58K- 21.7% |
$84.3K - $91.7K
|
5.7K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.68K- 13.35% |
$89.5K - $97.4K
|
10.9K
$691K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 1.52% |
$89.9K - $97.9K
|
110K
$6.95M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.7K- 5.9% |
$90.4K - $98.5K
|
27K
$1.72M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.72K- 3.1% |
$91.5K - $99.6K
|
53.7K
$3.41M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.73K- 7.54% |
$92.2K - $100K
|
21.2K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.8K- 32.45% |
$96K - $105K
|
3.75K
$238K
|