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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.52K- 4.08% |
$92.1K - $98.4K
|
35.7K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.58K- 12.81% |
$95.7K - $102K
|
10.7K
$684K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.59K- 1.69% |
$96.3K - $103K
|
92.3K
$5.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.63K- 5.44% |
$98.9K - $106K
|
28.3K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.66K- 2.5% |
$101K - $108K
|
64.7K
$4.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 5.12% |
$101K - $108K
|
30.9K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 4.98% |
$102K - $109K
|
31.9K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.68K- 2.37% |
$102K - $109K
|
69.4K
$4.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.75K- 0.89% |
$106K - $113K
|
195K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.84K- 28.56% |
$112K - $119K
|
4.6K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.85K- 6.25% |
$112K - $120K
|
27.7K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-1.87K- 4.76% |
$114K - $122K
|
37.5K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2K- 1.06% |
$121K - $130K
|
187K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.01K- 6.83% |
$122K - $130K
|
27.3K
$1.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.01K- 1.77% |
$122K - $131K
|
112K
$7.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.02K- 9.91% |
$123K - $131K
|
18.4K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.07K- 0.29% |
$126K - $134K
|
715K
$45.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.08K- 99.9% |
$126K - $135K
|
2
$128
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.08K- 4.29% |
$126K - $135K
|
46.5K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.09K- 1.2% |
$127K - $136K
|
172K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.12K- 22.44% |
$129K - $138K
|
7.32K
$467K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-2.16K- 35.16% |
$131K - $140K
|
3.98K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.17K- 0.92% |
$132K - $141K
|
233K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.19K- 42.62% |
$133K - $142K
|
2.95K
$188K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.24K- 19.21% |
$136K - $145K
|
9.42K
$601K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.24K- 1.29% |
$136K - $145K
|
171K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.28K- 21.16% |
$139K - $148K
|
8.5K
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.29K- 39.28% |
$139K - $149K
|
3.54K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.34K- 2.72% |
$142K - $152K
|
83.8K
$5.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2.36K- 33.65% |
$143K - $153K
|
4.65K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.5K- 11.65% |
$152K - $162K
|
18.9K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.56K- 11.36% |
$156K - $167K
|
20K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.57K- 1.71% |
$156K - $167K
|
147K
$9.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.81K- 0.74% |
$170K - $182K
|
377K
$24.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.88K- 1.63% |
$175K - $187K
|
174K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.88K- 27.42% |
$175K - $187K
|
7.63K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.9K- 42.18% |
$176K - $188K
|
3.98K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.91K- 1.81% |
$177K - $189K
|
158K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3K- 7.02% |
$182K - $195K
|
39.8K
$2.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.28K- 39.47% |
$199K - $213K
|
5.03K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.29K- 40.39% |
$200K - $214K
|
4.86K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.56K- 23.26% |
$216K - $231K
|
11.7K
$749K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.58K- 38.13% |
$218K - $233K
|
5.81K
$371K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.59K- 6.92% |
$218K - $233K
|
48.3K
$3.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-3.6K- 8.24% |
$219K - $234K
|
40.1K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.61K- 5.25% |
$219K - $234K
|
65.1K
$4.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.63K- 26.17% |
$220K - $235K
|
10.2K
$653K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-3.63K- 58.91% |
$221K - $236K
|
2.53K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.66K- 15.42% |
$222K - $238K
|
20.1K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.71K- 6.77% |
$225K - $241K
|
51.1K
$3.26M
|