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 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.68K- 13.35% |
$89.5K - $97.4K
|
10.9K
$693K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 1.52% |
$89.9K - $97.9K
|
110K
$6.97M
|
|
|
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
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.83K- 1.07% |
$97.3K - $106K
|
169K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.87K- 15.01% |
$99.5K - $108K
|
10.6K
$672K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.87K- 2.58% |
$99.9K - $109K
|
70.8K
$4.5M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.92K- 1.87% |
$103K - $112K
|
101K
$6.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.98K- 1.1% |
$105K - $115K
|
178K
$11.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.98K- 8.59% |
$106K - $115K
|
21.1K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.99K- 0.8% |
$106K - $116K
|
247K
$15.7M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.99K- 20.93% |
$106K - $116K
|
7.53K
$479K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2K- 30.43% |
$106K - $116K
|
4.56K
$290K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.08K- 1.45% |
$111K - $121K
|
142K
$9M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.15K- 18.85% |
$114K - $125K
|
9.24K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.23K- 4.9% |
$119K - $130K
|
43.3K
$2.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.25K- 2.34% |
$120K - $131K
|
93.9K
$5.97M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.25K- 7.02% |
$120K - $131K
|
29.8K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.25K- 9.2% |
$120K - $131K
|
22.2K
$1.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-2.27K- 1.27% |
$121K - $132K
|
176K
$11.2M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.27K- 35.76% |
$121K - $132K
|
4.08K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.29K- 34.3% |
$122K - $133K
|
4.39K
$279K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.34K- 21.84% |
$125K - $136K
|
8.37K
$532K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-2.35K- 19.67% |
$125K - $136K
|
9.6K
$610K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.36K- 37.1% |
$126K - $137K
|
4K
$254K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 32.93% |
$126K - $137K
|
4.82K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.47K- 0.69% |
$132K - $143K
|
353K
$22.5M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.47K- 1.29% |
$132K - $143K
|
189K
$12M
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-2.49K- 22.82% |
$133K - $144K
|
8.41K
$535K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.5K- 2.56% |
$133K - $145K
|
94.9K
$6.04M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.5K- 34.54% |
$133K - $145K
|
4.74K
$302K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.51K- 1.8% |
$134K - $146K
|
137K
$8.71M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.56K- 26.75% |
$136K - $148K
|
7K
$445K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.59K- 29.26% |
$138K - $150K
|
6.25K
$398K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.63K- 19.57% |
$140K - $153K
|
10.8K
$688K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.65K- 18.4% |
$141K - $154K
|
11.7K
$746K
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.65K- 2.72% |
$141K - $154K
|
94.7K
$6.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-2.68K- 27.26% |
$143K - $156K
|
7.16K
$455K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.78K- 7.26% |
$148K - $162K
|
35.5K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.86K- 2.1% |
$152K - $166K
|
133K
$8.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.86K- 27.24% |
$153K - $166K
|
7.64K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.87K- 27.06% |
$153K - $167K
|
7.75K
$493K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.96K- 27.31% |
$158K - $172K
|
7.88K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3K- 16.47% |
$160K - $174K
|
15.2K
$968K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3K- 16.47% |
$160K - $174K
|
15.2K
$968K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-3.05K- 0.87% |
$163K - $177K
|
348K
$22.2M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.25K- 13.97% |
$174K - $189K
|
20K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.26K- 9.56% |
$174K - $190K
|
30.9K
$1.96M
|