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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-52.1K- 73.21% |
$2.78M - $3.02M
|
19K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-57.6K- 90.42% |
$3.07M - $3.34M
|
6.1K
$387K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-58.3K- 4.59% |
$3.11M - $3.39M
|
1.21M
$77M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-61.7K- 87.96% |
$3.29M - $3.59M
|
8.45K
$536K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-61.8K- 0.7% |
$3.29M - $3.59M
|
8.71M
$553M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62.5K- 6.76% |
$3.33M - $3.63M
|
862K
$54.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-70K- 13.23% |
$3.73M - $4.06M
|
459K
$29.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-71.3K- 3.13% |
$3.8M - $4.14M
|
2.21M
$140M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.3K- 0.4% |
$4.07M - $4.43M
|
18.9M
$1.2B
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-80.8K- 20.54% |
$4.31M - $4.69M
|
313K
$19.8M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-81.4K- 7.31% |
$4.34M - $4.73M
|
1.03M
$65.5M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-82.7K- 1.03% |
$4.41M - $4.8M
|
7.97M
$506M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-104K- 12.53% |
$5.57M - $6.07M
|
729K
$46.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-108K- 2.29% |
$5.74M - $6.25M
|
4.6M
$292M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-108K- 3.41% |
$5.76M - $6.27M
|
3.06M
$194M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-109K- 28.67% |
$5.84M - $6.36M
|
272K
$17.3M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-110K- 49.08% |
$5.88M - $6.4M
|
114K
$7.26M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-114K- 11.22% |
$6.08M - $6.62M
|
902K
$57.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-120K- 56.68% |
$6.4M - $6.97M
|
91.7K
$5.82M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-122K- 19.67% |
$6.51M - $7.09M
|
499K
$31.6M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-136K- 47.53% |
$7.27M - $7.92M
|
151K
$9.56M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-152K- 17.43% |
$8.12M - $8.84M
|
721K
$45.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-153K- 82.6% |
$8.16M - $8.88M
|
32.2K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-182K- 39.74% |
$9.71M - $10.6M
|
276K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-193K- 22.78% |
$10.3M - $11.2M
|
653K
$41.4M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-212K- 81.33% |
$11.3M - $12.3M
|
48.7K
$3.09M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-213K- 6.67% |
$11.3M - $12.4M
|
2.98M
$189M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-216K- 32.72% |
$11.5M - $12.5M
|
444K
$28.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-237K- 95.37% |
$12.6M - $13.8M
|
11.5K
$730K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-309K- 82.91% |
$16.5M - $17.9M
|
63.6K
$4.04M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-328K- 9.94% |
$17.5M - $19.1M
|
2.98M
$189M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-339K- 9.87% |
$18.1M - $19.7M
|
3.1M
$196M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-443K- 2.44% |
$23.6M - $25.7M
|
17.7M
$1.12B
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-616K- 29.87% |
$32.9M - $35.8M
|
1.45M
$91.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-674K- 3.45% |
$35.9M - $39.1M
|
18.9M
$1.2B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-674K- 3.45% |
$35.9M - $39.1M
|
18.9M
$1.2B
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-703K- 95.81% |
$37.5M - $40.8M
|
30.7K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-750K- 64.19% |
$40M - $43.6M
|
418K
$26.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.01M- 30.71% |
$53.8M - $58.6M
|
2.28M
$145M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.13M- 68.61% |
$60.1M - $65.4M
|
515K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.2M- 21.81% |
$117M - $128M
|
7.88M
$500M
|