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 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
97+ 0.13% |
$5.17K - $5.63K
|
72.4K
$4.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
95+ 1.3% |
$5.07K - $5.52K
|
7.41K
$457K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
87+ 0.24% |
$4.64K - $5.05K
|
36.3K
$2.24M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
83+ 2766.67% |
$4.43K - $4.82K
|
86
$5.31K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
79+ 0.34% |
$4.21K - $4.59K
|
23.3K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
72+ 1.91% |
$3.84K - $4.18K
|
3.85K
$238K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
71+ 0.54% |
$3.79K - $4.12K
|
13.3K
$820K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
70+ 0.16% |
$3.73K - $4.06K
|
44.9K
$2.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
68+ 0.79% |
$3.63K - $3.95K
|
8.72K
$538K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
63New |
$3.36K - $3.66K
|
63
$3.89K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
60+ 2.43% |
$3.2K - $3.48K
|
2.53K
$156K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
60+ 17.91% |
$3.2K - $3.48K
|
395
$24.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
55+ 0.43% |
$2.93K - $3.19K
|
12.8K
$792K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
53+ 1.21% |
$2.83K - $3.08K
|
4.42K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
53+ 0.47% |
$2.83K - $3.08K
|
11.2K
$692K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
53New |
$2.83K - $3.08K
|
53
$3.27K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
53+ 0.04% |
$2.83K - $3.08K
|
137K
$8.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
52+ 0.52% |
$2.77K - $3.02K
|
9.98K
$616K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
50New |
$2.67K - $2.9K
|
50
$3.09K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50+ 0.58% |
$2.67K - $2.9K
|
8.7K
$537K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
50+ 0.67% |
$2.67K - $2.9K
|
7.55K
$466K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
49+ 2.47% |
$2.61K - $2.84K
|
2.03K
$125K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
43+ 0.44% |
$2.29K - $2.5K
|
9.92K
$612K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
40+ 0.37% |
$2.13K - $2.32K
|
10.9K
$674K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
38+ 0.54% |
$2.03K - $2.21K
|
7.09K
$437K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.53% |
$1.97K - $2.15K
|
6.96K
$430K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
37+ 0.49% |
$1.97K - $2.15K
|
7.52K
$464K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
29+ 58.0% |
$1.55K - $1.68K
|
79
$4.88K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
29+ 0.5% |
$1.55K - $1.68K
|
5.84K
$360K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
28New |
$1.49K - $1.63K
|
28
$1.73K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
27+ 0.15% |
$1.44K - $1.57K
|
18.2K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
25New |
$1.33K - $1.45K
|
25
$1.54K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
23+ 0.29% |
$1.23K - $1.34K
|
7.91K
$488K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
22+ 0.27% |
$1.17K - $1.28K
|
8.17K
$504K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
21+ 0.13% |
$1.12K - $1.22K
|
15.9K
$979K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
21+ 0.43% |
$1.12K - $1.22K
|
4.91K
$303K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 0.14% |
$1.07K - $1.16K
|
14.6K
$902K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
18+ 0.18% |
$960 - $1.05K
|
10.1K
$620K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18New |
$960 - $1.05K
|
18
$1.11K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
18+ 0.23% |
$960 - $1.05K
|
7.85K
$484K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
17+ 0.4% |
$907 - $987
|
4.22K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
15+ 0.25% |
$800 - $871
|
6.12K
$377K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
14+ 0.34% |
$747 - $813
|
4.11K
$254K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.17% |
$693 - $755
|
7.54K
$465K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
13+ 0.48% |
$693 - $755
|
2.71K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.53% |
$693 - $755
|
2.48K
$153K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.55% |
$533 - $581
|
1.83K
$113K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
8+ 0.56% |
$427 - $464
|
1.43K
$88.3K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7+ 0.11% |
$373 - $406
|
6.33K
$391K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6+ 0.05% |
$320 - $348
|
11.7K
$725K
|