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 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
41.9K+ 55.11% |
$2.24M - $2.43M
|
118K
$7.38M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
41.2K+ 835.75% |
$2.2M - $2.39M
|
46.1K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
37.5K+ 40.83% |
$2M - $2.18M
|
129K
$8.1M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
37.5KNew |
$2M - $2.18M
|
37.5K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
36.8KNew |
$1.96M - $2.14M
|
36.8K
$2.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34.7K+ 10.5% |
$1.85M - $2.02M
|
366K
$22.9M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
34.7KNew |
$1.85M - $2.01M
|
34.7K
$2.17M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32.2K+ 27.25% |
$1.72M - $1.87M
|
151K
$9.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
31.5K+ 14.45% |
$1.68M - $1.83M
|
250K
$15.6M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
31.1K+ 45.49% |
$1.66M - $1.8M
|
99.4K
$6.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29.9K+ 0.43% |
$1.59M - $1.73M
|
7.05M
$442M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
29.6KNew |
$1.58M - $1.72M
|
29.6K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29K+ 6.49% |
$1.55M - $1.69M
|
476K
$29.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
27.9KNew |
$1.49M - $1.62M
|
27.9K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
26.8K+ 3.47% |
$1.43M - $1.56M
|
800K
$50.1M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
26.5KNew |
$1.41M - $1.54M
|
26.5K
$1.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
25.1K+ 18.78% |
$1.34M - $1.46M
|
159K
$9.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
24.9K+ 49.72% |
$1.33M - $1.44M
|
74.8K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$1.29M - $1.4M
|
24.1K
$1.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
23.7K+ 372.06% |
$1.26M - $1.38M
|
30.1K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
23.6K+ 18.97% |
$1.26M - $1.37M
|
148K
$9.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
23.6K+ 583.59% |
$1.26M - $1.37M
|
27.6K
$1.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22.2K+ 22.37% |
$1.18M - $1.29M
|
121K
$7.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.2K+ 53.85% |
$1.18M - $1.29M
|
63.3K
$3.96M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
21.2K+ 12.72% |
$1.13M - $1.23M
|
188K
$11.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
21.1K+ 50.95% |
$1.13M - $1.23M
|
62.6K
$3.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
20.9K+ 6.56% |
$1.11M - $1.21M
|
339K
$21.2M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20.6K+ 9.32% |
$1.1M - $1.19M
|
241K
$15.1M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
20.4K+ 22.07% |
$1.09M - $1.19M
|
113K
$7.07M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
20.3KNew |
$1.08M - $1.18M
|
20.3K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
20.1K+ 312.92% |
$1.07M - $1.17M
|
26.5K
$1.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
19.9K+ 9.7% |
$1.06M - $1.15M
|
225K
$14.1M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
19.2KNew |
$1.02M - $1.11M
|
19.2K
$1.2M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
18.7K+ 57.82% |
$996K - $1.08M
|
51K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.5K+ 12.43% |
$988K - $1.08M
|
167K
$10.5M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
17.9K+ 23.96% |
$957K - $1.04M
|
92.8K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.9K+ 4.77% |
$954K - $1.04M
|
393K
$24.6M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17.6K+ 1.94% |
$941K - $1.02M
|
929K
$58.2M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
17.4K+ 38.26% |
$927K - $1.01M
|
62.8K
$3.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
17.2K+ 11.57% |
$918K - $1M
|
166K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
17.2KNew |
$918K - $999K
|
17.2K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
16.8K+ 51.05% |
$893K - $973K
|
49.6K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.6K+ 127.29% |
$883K - $961K
|
29.6K
$1.85M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
16.5KNew |
$879K - $957K
|
16.5K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.1K+ 20.76% |
$859K - $935K
|
93.6K
$5.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
16.1KNew |
$858K - $935K
|
16.1K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16KNew |
$853K - $929K
|
16K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.9KNew |
$846K - $921K
|
15.9K
$993K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
15.8K+ 8.74% |
$844K - $919K
|
197K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15.7K+ 4.97% |
$838K - $912K
|
332K
$20.8M
|