Purchases and Sales Made in Q3 2024 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
539+ 2.58% |
$31K - $33.8K
|
21.4K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
538+ 6.43% |
$30.9K - $33.8K
|
8.9K
$563K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
537+ 4.93% |
$30.9K - $33.7K
|
11.4K
$723K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
519+ 9.08% |
$29.8K - $32.6K
|
6.24K
$395K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
508+ 3.37% |
$29.2K - $31.9K
|
15.6K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
501+ 0.67% |
$28.8K - $31.4K
|
74.8K
$4.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
498+ 12.79% |
$28.6K - $31.3K
|
4.39K
$278K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
471+ 0.65% |
$27.1K - $29.6K
|
73.4K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
440New |
$25.3K - $27.6K
|
440
$27.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
410+ 4.82% |
$23.6K - $25.7K
|
8.92K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
405+ 6.9% |
$23.3K - $25.4K
|
6.28K
$397K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 0.51% |
$23K - $25.1K
|
78.8K
$4.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
400+ 6.91% |
$23K - $25.1K
|
6.19K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
394+ 0.07% |
$22.6K - $24.7K
|
531K
$33.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
385+ 44.3% |
$22.1K - $24.2K
|
1.25K
$79.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
385+ 8.27% |
$22.1K - $24.2K
|
5.04K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
380+ 9.97% |
$21.8K - $23.8K
|
4.19K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
370+ 1.27% |
$21.3K - $23.2K
|
29.6K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
366+ 5.91% |
$21K - $23K
|
6.56K
$415K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
347+ 6.61% |
$19.9K - $21.8K
|
5.6K
$354K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
336+ 35.86% |
$19.3K - $21.1K
|
1.27K
$80.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
310+ 4.15% |
$17.8K - $19.5K
|
7.78K
$492K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
309New |
$17.8K - $19.4K
|
309
$19.6K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
305+ 1.51% |
$17.5K - $19.1K
|
20.5K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
303+ 123.17% |
$17.4K - $19K
|
549
$34.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
301+ 4.16% |
$17.3K - $18.9K
|
7.54K
$477K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
297+ 1.32% |
$17.1K - $18.6K
|
22.8K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
294+ 2.36% |
$16.9K - $18.5K
|
12.7K
$806K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
293+ 5.01% |
$16.8K - $18.4K
|
6.14K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
292+ 4.26% |
$16.8K - $18.3K
|
7.14K
$452K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
292+ 1.25% |
$16.8K - $18.3K
|
23.7K
$1.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
269New |
$15.5K - $16.9K
|
269
$17K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
247+ 2.81% |
$14.2K - $15.5K
|
9.05K
$573K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
246+ 15.83% |
$14.1K - $15.4K
|
1.8K
$114K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
244+ 10.41% |
$14K - $15.3K
|
2.59K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
241+ 0.73% |
$13.9K - $15.1K
|
33.3K
$2.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
233+ 9.89% |
$13.4K - $14.6K
|
2.59K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
232+ 0.41% |
$13.3K - $14.6K
|
56.2K
$3.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
230+ 3.06% |
$13.2K - $14.4K
|
7.76K
$491K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
228+ 5.2% |
$13.1K - $14.3K
|
4.61K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
228+ 3.71% |
$13.1K - $14.3K
|
6.38K
$404K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
216+ 6.1% |
$12.4K - $13.6K
|
3.76K
$238K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
211+ 2.99% |
$12.1K - $13.2K
|
7.28K
$460K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
205+ 0.12% |
$11.8K - $12.9K
|
173K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
196New |
$11.3K - $12.3K
|
196
$12.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
194+ 2.59% |
$11.1K - $12.2K
|
7.69K
$487K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
186+ 0.52% |
$10.7K - $11.7K
|
35.8K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
182+ 1.66% |
$10.5K - $11.4K
|
11.1K
$704K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
173+ 4.47% |
$9.94K - $10.9K
|
4.05K
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
171+ 2.26% |
$9.83K - $10.7K
|
7.73K
$489K
|