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 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.72K- 95.72% |
$226K - $241K
|
166
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.74K- 4.55% |
$227K - $243K
|
78.4K
$5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.81K- 14.7% |
$231K - $247K
|
22.1K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.83K- 8.07% |
$233K - $249K
|
43.7K
$2.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.94K- 4.97% |
$239K - $256K
|
75.3K
$4.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-4.05K- 16.85% |
$246K - $263K
|
20K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-4.14K- 6.1% |
$251K - $269K
|
63.7K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.17K- 21.04% |
$253K - $271K
|
15.6K
$998K
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
SELL
|
- |
-4.38K- 45.33% |
$266K - $284K
|
5.28K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.43K- 4.23% |
$269K - $288K
|
100K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.45K- 2.25% |
$270K - $289K
|
194K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 7.22% |
$271K - $290K
|
57.4K
$3.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.59K- 6.46% |
$279K - $298K
|
66.4K
$4.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-4.75K- 1.44% |
$289K - $309K
|
324K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.86K- 0.82% |
$295K - $316K
|
589K
$37.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.93K- 18.33% |
$299K - $320K
|
22K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.95K- 43.41% |
$300K - $321K
|
6.45K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.28K- 2.89% |
$321K - $343K
|
177K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-5.37K- 21.95% |
$326K - $349K
|
19.1K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.41K- 84.47% |
$329K - $351K
|
995
$63.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-5.83K- 1.56% |
$354K - $379K
|
368K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.95K- 5.2% |
$361K - $387K
|
108K
$6.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6K- 26.16% |
$364K - $390K
|
16.9K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.75K- 18.98% |
$410K - $438K
|
28.8K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-6.85K- 3.24% |
$416K - $445K
|
204K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.86K- 8.95% |
$417K - $445K
|
69.8K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.88K- 4.26% |
$418K - $446K
|
154K
$9.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-6.89K- 3.67% |
$419K - $448K
|
181K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.05K- 30.0% |
$428K - $458K
|
16.4K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-7.07K- 27.53% |
$429K - $459K
|
18.6K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-7.09K- 0.84% |
$430K - $460K
|
839K
$53.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-7.32K- 4.82% |
$444K - $475K
|
144K
$9.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-7.53K- 0.77% |
$457K - $489K
|
965K
$61.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-7.55K- 65.75% |
$459K - $490K
|
3.93K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.63K- 52.76% |
$464K - $496K
|
6.84K
$436K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-7.76K- 30.53% |
$471K - $504K
|
17.6K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.04K- 68.13% |
$488K - $522K
|
3.76K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-8.38K- 3.35% |
$509K - $544K
|
242K
$15.4M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.44K- 0.55% |
$512K - $548K
|
1.52M
$96.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.61K- 3.2% |
$523K - $559K
|
261K
$16.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.84K- 24.31% |
$537K - $574K
|
27.5K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.07K- 41.22% |
$551K - $589K
|
12.9K
$825K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.93K- 13.71% |
$603K - $645K
|
62.5K
$3.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10.1K- 22.94% |
$611K - $653K
|
33.8K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-11K- 3.86% |
$666K - $712K
|
273K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11.8K- 6.51% |
$718K - $768K
|
170K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
SELL
|
- |
-12.4K- 30.98% |
$753K - $805K
|
27.6K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-13.2K- 45.89% |
$803K - $858K
|
15.6K
$994K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 17.82% |
$844K - $903K
|
64.1K
$4.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-13.9K- 9.57% |
$847K - $905K
|
132K
$8.41M
|