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 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
23K+ 42.71% |
$1.39M - $1.49M
|
76.7K
$4.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
21.9K+ 28.01% |
$1.33M - $1.42M
|
99.9K
$6.32M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
21.4K+ 327.42% |
$1.3M - $1.39M
|
28K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
21K+ 5.4% |
$1.28M - $1.37M
|
411K
$26M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20.1K+ 11.03% |
$1.22M - $1.3M
|
202K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
19.8KNew |
$1.2M - $1.28M
|
19.8K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
19KNew |
$1.16M - $1.24M
|
19K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
17.6K+ 113.21% |
$1.07M - $1.14M
|
33.2K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.5K+ 48.01% |
$1.06M - $1.14M
|
54K
$3.41M
|
|
|
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
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
16.3KNew |
$993K - $1.06M
|
16.3K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15.5K+ 18.65% |
$944K - $1.01M
|
98.8K
$6.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
15.3KNew |
$926K - $991K
|
15.3K
$965K
|
|
|
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
$6.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14.4KNew |
$877K - $938K
|
14.4K
$914K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$849K - $908K
|
14K
$885K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 5.26% |
$774K - $827K
|
255K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.5KNew |
$762K - $814K
|
12.5K
$794K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
12K+ 4.67% |
$729K - $779K
|
269K
$17M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
11.9KNew |
$720K - $770K
|
11.9K
$750K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
11.7K+ 7.34% |
$710K - $759K
|
171K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.5K+ 8.72% |
$695K - $744K
|
143K
$9.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 3.42% |
$681K - $728K
|
339K
$21.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
11.1KNew |
$677K - $723K
|
11.1K
$705K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
11K+ 6.63% |
$670K - $717K
|
178K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
10.8KNew |
$659K - $704K
|
10.8K
$686K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
10.3KNew |
$628K - $672K
|
10.3K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
10.2K+ 2.47% |
$619K - $662K
|
423K
$26.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
10.2KNew |
$619K - $662K
|
10.2K
$645K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.82K+ 74.0% |
$596K - $638K
|
23.1K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.81K+ 47.13% |
$596K - $637K
|
30.6K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
9.5KNew |
$577K - $617K
|
9.5K
$601K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9.33K+ 4.7% |
$567K - $606K
|
208K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
9.2KNew |
$559K - $598K
|
9.2K
$582K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.15K+ 11.0% |
$555K - $594K
|
92.3K
$5.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
9.14K+ 1.76% |
$555K - $593K
|
528K
$33.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.96KNew |
$544K - $582K
|
8.96K
$567K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.64KNew |
$525K - $561K
|
8.64K
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
8.6KNew |
$522K - $558K
|
8.6K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
8.54KNew |
$519K - $555K
|
8.54K
$541K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.53K+ 18.5% |
$518K - $554K
|
54.6K
$3.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
8.42K+ 1.57% |
$511K - $547K
|
544K
$34.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
7.97KNew |
$484K - $518K
|
7.97K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.91K+ 221.38% |
$480K - $514K
|
11.5K
$727K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
7.85K+ 8.07% |
$477K - $510K
|
105K
$6.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.8K+ 18.0% |
$473K - $506K
|
51.1K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.66K+ 5.51% |
$465K - $498K
|
147K
$9.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.55K+ 2.94% |
$459K - $490K
|
265K
$16.8M
|