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 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.82KNew |
$257K - $280K
|
4.82K
$302K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.76K+ 7.18% |
$254K - $276K
|
71K
$4.45M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.71K+ 0.84% |
$251K - $274K
|
569K
$35.6M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.71KNew |
$251K - $274K
|
4.71K
$295K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.66K+ 1.28% |
$249K - $271K
|
368K
$23M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.64K+ 1.48% |
$248K - $269K
|
317K
$19.9M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.56K+ 38.22% |
$243K - $265K
|
16.5K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4.52KNew |
$241K - $262K
|
4.52K
$283K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.5KNew |
$240K - $261K
|
4.5K
$281K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
4.43K+ 1.31% |
$236K - $257K
|
342K
$21.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.37K+ 23.43% |
$233K - $254K
|
23K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4.36K+ 1.49% |
$233K - $253K
|
297K
$18.6M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.3K+ 1.88% |
$229K - $250K
|
233K
$14.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4.27K+ 712.33% |
$228K - $248K
|
4.87K
$305K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.2K+ 2.37% |
$224K - $244K
|
181K
$11.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
4.18K+ 4.22% |
$223K - $243K
|
103K
$6.46M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
4.15KNew |
$221K - $241K
|
4.15K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.14KNew |
$221K - $241K
|
4.14K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.12K+ 2.69% |
$220K - $239K
|
158K
$9.86M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.1KNew |
$219K - $238K
|
4.1K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.05KNew |
$216K - $235K
|
4.05K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4K+ 5.55% |
$213K - $232K
|
76K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.94K+ 10.67% |
$210K - $229K
|
40.8K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.93KNew |
$210K - $228K
|
3.93K
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.93K+ 4.65% |
$209K - $228K
|
88.4K
$5.53M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.91K+ 25.71% |
$209K - $227K
|
19.1K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3.91K+ 1.41% |
$209K - $227K
|
282K
$17.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
3.89KNew |
$207K - $226K
|
3.89K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.88K+ 5.06% |
$207K - $225K
|
80.6K
$5.04M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.75KNew |
$200K - $217K
|
3.75K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.73KNew |
$199K - $216K
|
3.73K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.66K+ 23.07% |
$195K - $212K
|
19.5K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.65KNew |
$194K - $212K
|
3.65K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.63K+ 46.91% |
$194K - $211K
|
11.4K
$712K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.63KNew |
$194K - $211K
|
3.63K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.61KNew |
$193K - $210K
|
3.61K
$226K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.6K+ 17.52% |
$192K - $209K
|
24.2K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.53KNew |
$188K - $205K
|
3.53K
$221K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
3.52KNew |
$187K - $204K
|
3.52K
$220K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.5KNew |
$187K - $203K
|
3.5K
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.5K+ 4.04% |
$187K - $203K
|
90.2K
$5.65M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3.47KNew |
$185K - $202K
|
3.47K
$217K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.46KNew |
$184K - $201K
|
3.46K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.44K+ 4.58% |
$184K - $200K
|
78.7K
$4.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.31K+ 5.12% |
$177K - $192K
|
68K
$4.26M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
3.29K+ 105.14% |
$176K - $191K
|
6.43K
$402K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.08K+ 7.13% |
$164K - $179K
|
46.3K
$2.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
3.06K+ 39.74% |
$163K - $178K
|
10.8K
$674K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3KNew |
$160K - $174K
|
3K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.98K+ 18.28% |
$159K - $173K
|
19.3K
$1.21M
|