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 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.75KNew |
$228K - $243K
|
3.75K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.71KNew |
$226K - $241K
|
3.71K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.57K+ 1.77% |
$217K - $232K
|
205K
$13M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
3.56K+ 17.83% |
$216K - $231K
|
23.5K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.56K+ 11.97% |
$216K - $231K
|
33.3K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.5K+ 83.49% |
$213K - $227K
|
7.69K
$487K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.48KNew |
$211K - $226K
|
3.48K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.48K+ 8.15% |
$211K - $226K
|
46.1K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.38KNew |
$206K - $220K
|
3.38K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.37KNew |
$204K - $219K
|
3.37K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.34K+ 1.63% |
$203K - $217K
|
209K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.25K+ 1.2% |
$197K - $211K
|
275K
$17.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.93K+ 25.46% |
$178K - $191K
|
14.5K
$915K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2.83K+ 19.97% |
$172K - $183K
|
17K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.78K+ 3.18% |
$169K - $180K
|
90.1K
$5.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.78KNew |
$169K - $180K
|
2.78K
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.77K+ 81.03% |
$168K - $180K
|
6.19K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.76K+ 23.58% |
$168K - $179K
|
14.5K
$916K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.72K+ 58.16% |
$165K - $177K
|
7.39K
$468K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.64K+ 42.44% |
$160K - $172K
|
8.86K
$561K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.61K+ 6.48% |
$159K - $170K
|
42.9K
$2.71M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.6K+ 1.45% |
$158K - $169K
|
181K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.6K+ 1.42% |
$158K - $169K
|
186K
$11.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.58K+ 2.21% |
$157K - $168K
|
120K
$7.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.48K+ 2.2% |
$151K - $161K
|
115K
$7.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.46K+ 1.47% |
$149K - $160K
|
170K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.37K+ 128.15% |
$144K - $154K
|
4.22K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.3K+ 52.46% |
$140K - $150K
|
6.7K
$424K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.28K+ 8.35% |
$139K - $148K
|
29.6K
$1.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.27K+ 2.14% |
$138K - $147K
|
108K
$6.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.24K+ 39.4% |
$136K - $146K
|
7.93K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.22K+ 9.36% |
$135K - $144K
|
26K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.22K+ 46.13% |
$135K - $144K
|
7.02K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.21K+ 1.41% |
$134K - $144K
|
159K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.17K+ 1.19% |
$132K - $141K
|
185K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.16KNew |
$131K - $140K
|
2.16K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.15K+ 5.64% |
$130K - $139K
|
40.2K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.08K+ 0.82% |
$127K - $135K
|
256K
$16.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.07K+ 2.79% |
$125K - $134K
|
76K
$4.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.99K+ 2.02% |
$121K - $129K
|
101K
$6.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.98K+ 11.95% |
$120K - $129K
|
18.6K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.96K+ 9.31% |
$119K - $127K
|
23K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.91K+ 1.44% |
$116K - $124K
|
134K
$8.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 4.04% |
$110K - $118K
|
46.6K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.76K+ 23.39% |
$107K - $114K
|
9.29K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
1.73K+ 4.42% |
$105K - $112K
|
40.9K
$2.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.72K+ 29.48% |
$104K - $112K
|
7.55K
$478K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.63K+ 4.72% |
$99K - $106K
|
36.2K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.62K+ 8.03% |
$98.3K - $105K
|
21.8K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.62K+ 10.32% |
$98.1K - $105K
|
17.3K
$1.09M
|