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 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.74K- 3.12% |
$199K - $217K
|
116K
$7.27M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.79K- 8.5% |
$202K - $220K
|
40.8K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-3.92K- 2.91% |
$209K - $228K
|
131K
$8.19M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.94K- 8.86% |
$210K - $229K
|
40.5K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.19K- 13.28% |
$224K - $243K
|
27.4K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.59K- 0.08% |
$245K - $266K
|
5.68M
$356M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-4.67K- 10.3% |
$249K - $271K
|
40.7K
$2.55M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.75K- 25.61% |
$254K - $276K
|
13.8K
$864K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.79K- 5.2% |
$255K - $278K
|
87.2K
$5.46M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-4.8K- 3.6% |
$256K - $279K
|
128K
$8.04M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.87K- 24.86% |
$260K - $283K
|
14.7K
$922K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.91K- 8.42% |
$262K - $285K
|
53.4K
$3.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.16K- 23.32% |
$275K - $299K
|
16.9K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-5.19K- 1.88% |
$277K - $301K
|
271K
$16.9M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5.46K- 6.9% |
$291K - $317K
|
73.7K
$4.61M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-5.5K- 7.55% |
$294K - $320K
|
67.4K
$4.22M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.53K- 15.35% |
$295K - $321K
|
30.5K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-5.55K- 7.82% |
$296K - $322K
|
65.5K
$4.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.66K- 5.67% |
$302K - $329K
|
94.2K
$5.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-5.72K- 43.92% |
$305K - $332K
|
7.31K
$457K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-5.82K- 12.22% |
$311K - $338K
|
41.8K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.88K- 9.86% |
$314K - $341K
|
53.7K
$3.36M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.94K- 2.22% |
$317K - $345K
|
261K
$16.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.4K- 1.73% |
$341K - $371K
|
363K
$22.7M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-6.4K- 3.21% |
$341K - $372K
|
193K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.52K- 6.81% |
$348K - $379K
|
89.2K
$5.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-6.81K- 5.87% |
$363K - $395K
|
109K
$6.83M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-6.88K- 0.79% |
$367K - $400K
|
865K
$54.1M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7K- 5.54% |
$373K - $406K
|
119K
$7.47M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-7.24K- 1.21% |
$386K - $421K
|
589K
$36.9M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.25K- 14.3% |
$386K - $421K
|
43.4K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-7.39K- 53.12% |
$394K - $429K
|
6.52K
$408K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-7.42K- 36.8% |
$395K - $431K
|
12.7K
$797K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-7.42K- 2.99% |
$396K - $431K
|
241K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-7.51K- 12.95% |
$400K - $436K
|
50.5K
$3.16M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.54K- 4.73% |
$402K - $438K
|
152K
$9.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-7.73K- 3.49% |
$412K - $449K
|
214K
$13.4M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-7.87K- 24.36% |
$420K - $457K
|
24.4K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.11K- 0.79% |
$433K - $471K
|
1.02M
$63.6M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-8.64K- 3.76% |
$461K - $502K
|
221K
$13.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-8.75K- 16.02% |
$467K - $508K
|
45.9K
$2.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-8.75K- 3.11% |
$467K - $508K
|
272K
$17M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-8.94K- 9.72% |
$477K - $519K
|
83K
$5.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-9.2K- 13.69% |
$490K - $534K
|
58K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.4KClosed |
$501K - $546K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.97K- 3.19% |
$531K - $579K
|
303K
$18.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10K- 1.81% |
$534K - $581K
|
542K
$34M
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-10.2K- 28.19% |
$543K - $592K
|
26K
$1.62M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.6K- 48.19% |
$566K - $616K
|
11.4K
$714K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-10.7K- 24.07% |
$569K - $620K
|
33.7K
$2.11M
|