Purchases and Sales Made in Q4 2024 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.31M+ 5922.79% |
$79.7M - $85.2M
|
1.33M
$84.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
724KNew |
$43.9M - $47M
|
724K
$45.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
244K+ 171.27% |
$14.8M - $15.8M
|
386K
$24.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
180K+ 2.47% |
$11M - $11.7M
|
7.5M
$476M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
177K+ 102.16% |
$10.8M - $11.5M
|
350K
$22.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
128K+ 4.23% |
$7.74M - $8.28M
|
3.14M
$199M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
96.7KNew |
$5.88M - $6.28M
|
96.7K
$6.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
96.2K+ 40.35% |
$5.84M - $6.25M
|
335K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
70.3K+ 9.99% |
$4.27M - $4.56M
|
774K
$49.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
63.6K+ 58.15% |
$3.86M - $4.13M
|
173K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
59.1K+ 4.39% |
$3.59M - $3.84M
|
1.41M
$89.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
58.1KNew |
$3.53M - $3.77M
|
58.1K
$3.69M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
55.7K+ 11.0% |
$3.38M - $3.62M
|
562K
$35.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
53.6K+ 54.37% |
$3.25M - $3.48M
|
152K
$9.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
50.7K+ 3.75% |
$3.08M - $3.29M
|
1.4M
$89.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
48.1K+ 2.85% |
$2.92M - $3.12M
|
1.74M
$110M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
47.8K+ 17.74% |
$2.91M - $3.11M
|
317K
$20.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
44.3KNew |
$2.69M - $2.88M
|
44.3K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
42.7KNew |
$2.59M - $2.77M
|
42.7K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
36.9K+ 13.69% |
$2.24M - $2.4M
|
306K
$19.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35.2K+ 111.48% |
$2.14M - $2.29M
|
66.8K
$4.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
33.8K+ 346.91% |
$2.05M - $2.19M
|
43.5K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
32.9K+ 6.99% |
$2M - $2.14M
|
504K
$32M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
32.1KNew |
$1.95M - $2.08M
|
32.1K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
31.5KNew |
$1.91M - $2.04M
|
31.5K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
31.4KNew |
$1.9M - $2.04M
|
31.4K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
26.6K+ 8.25% |
$1.62M - $1.73M
|
349K
$22.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
26.3KNew |
$1.59M - $1.71M
|
26.3K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
24.6KNew |
$1.49M - $1.6M
|
24.6K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.5K+ 4.93% |
$1.49M - $1.59M
|
521K
$33.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
23K+ 42.71% |
$1.39M - $1.49M
|
76.7K
$4.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
21.9K+ 28.01% |
$1.33M - $1.42M
|
99.9K
$6.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
21.4K+ 327.42% |
$1.3M - $1.39M
|
28K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20.1K+ 11.03% |
$1.22M - $1.3M
|
202K
$12.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
19KNew |
$1.16M - $1.24M
|
19K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.5K+ 48.01% |
$1.06M - $1.14M
|
54K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
17K+ 7.34% |
$1.03M - $1.1M
|
248K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
16.6K+ 30.09% |
$1.01M - $1.08M
|
71.8K
$4.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
16.3KNew |
$993K - $1.06M
|
16.3K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15.5K+ 18.65% |
$944K - $1.01M
|
98.8K
$6.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
15.3KNew |
$926K - $991K
|
15.3K
$968K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
14.8K+ 272.24% |
$899K - $961K
|
20.2K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
14.8K+ 16.67% |
$897K - $959K
|
103K
$6.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14.4KNew |
$877K - $938K
|
14.4K
$917K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$849K - $908K
|
14K
$888K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 5.26% |
$774K - $827K
|
255K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$762K - $814K
|
12.5K
$796K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
12K+ 4.67% |
$729K - $779K
|
269K
$17.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
11.9KNew |
$720K - $770K
|
11.9K
$752K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
11.7K+ 7.34% |
$710K - $759K
|
171K
$10.9M
|