Purchases and Sales Made in Q2 2024 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-156- 2.03% |
$8.62K - $9.13K
|
7.53K
$479K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-170- 3.76% |
$9.39K - $9.95K
|
4.35K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-170- 1.52% |
$9.39K - $9.95K
|
11.1K
$703K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-171- 0.42% |
$9.44K - $10K
|
40.6K
$2.58M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-173- 9.13% |
$9.55K - $10.1K
|
1.72K
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-180- 3.35% |
$9.94K - $10.5K
|
5.19K
$330K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-183- 3.21% |
$10.1K - $10.7K
|
5.51K
$351K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-183- 3.36% |
$10.1K - $10.7K
|
5.26K
$335K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-184- 1.92% |
$10.2K - $10.8K
|
9.38K
$597K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-196- 15.43% |
$10.8K - $11.5K
|
1.07K
$68.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-201- 0.33% |
$11.1K - $11.8K
|
61.5K
$3.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-209- 44.47% |
$11.5K - $12.2K
|
261
$16.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-211- 3.86% |
$11.7K - $12.4K
|
5.25K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-212- 1.22% |
$11.7K - $12.4K
|
17.1K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-218- 3.41% |
$12K - $12.8K
|
6.18K
$393K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-224- 2.04% |
$12.4K - $13.1K
|
10.7K
$683K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-228- 0.24% |
$12.6K - $13.3K
|
94K
$5.98M
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-228- 3.57% |
$12.6K - $13.3K
|
6.15K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-249- 0.86% |
$13.8K - $14.6K
|
28.7K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-250- 1.23% |
$13.8K - $14.6K
|
20K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-259- 6.24% |
$14.3K - $15.2K
|
3.89K
$248K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-264- 4.69% |
$14.6K - $15.5K
|
5.37K
$342K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-272- 2.32% |
$15K - $15.9K
|
11.5K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-273- 2.13% |
$15.1K - $16K
|
12.5K
$796K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-287- 2.26% |
$15.9K - $16.8K
|
12.4K
$789K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-288- 0.52% |
$15.9K - $16.9K
|
54.9K
$3.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-292- 1.1% |
$16.1K - $17.1K
|
26.2K
$1.66M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-300- 5.33% |
$16.6K - $17.6K
|
5.33K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 1.97% |
$16.6K - $17.6K
|
14.9K
$949K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-300- 1.13% |
$16.6K - $17.6K
|
26.3K
$1.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-300- 2.36% |
$16.6K - $17.6K
|
12.4K
$790K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-300- 1.46% |
$16.6K - $17.6K
|
20.2K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 1.97% |
$16.6K - $17.6K
|
14.9K
$949K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-311- 3.57% |
$17.2K - $18.2K
|
8.39K
$534K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-311- 4.08% |
$17.2K - $18.2K
|
7.31K
$465K
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-313- 0.93% |
$17.3K - $18.3K
|
33.2K
$2.11M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-313- 2.52% |
$17.3K - $18.3K
|
12.1K
$770K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-315- 0.8% |
$17.4K - $18.4K
|
38.9K
$2.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-325- 1.19% |
$17.9K - $19K
|
27K
$1.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-329- 3.56% |
$18.2K - $19.3K
|
8.93K
$568K
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-349- 0.31% |
$19.3K - $20.4K
|
112K
$7.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-350- 2.72% |
$19.3K - $20.5K
|
12.5K
$795K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-355- 0.78% |
$19.6K - $20.8K
|
45.3K
$2.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-357- 1.53% |
$19.7K - $20.9K
|
22.9K
$1.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-368- 2.65% |
$20.3K - $21.5K
|
13.5K
$859K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-371- 0.17% |
$20.5K - $21.7K
|
214K
$13.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-373- 2.41% |
$20.6K - $21.8K
|
15.1K
$963K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-375- 4.76% |
$20.7K - $22K
|
7.51K
$478K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-382- 5.23% |
$21.1K - $22.4K
|
6.92K
$440K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-391- 4.98% |
$21.6K - $22.9K
|
7.47K
$475K
|