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 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
597+ 0.19% |
$36.3K - $38.8K
|
310K
$19.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
593+ 4.54% |
$36K - $38.5K
|
13.7K
$865K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
582+ 1.91% |
$35.3K - $37.8K
|
31.1K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
577+ 41.84% |
$35K - $37.5K
|
1.96K
$124K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
571+ 2.36% |
$34.7K - $37.1K
|
24.8K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
540New |
$32.8K - $35.1K
|
540
$34.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
534New |
$32.4K - $34.7K
|
534
$33.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
521+ 0.71% |
$31.6K - $33.8K
|
73.9K
$4.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
488+ 0.34% |
$29.6K - $31.7K
|
142K
$9.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
487+ 1.51% |
$29.6K - $31.6K
|
32.7K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
480+ 5.2% |
$29.2K - $31.2K
|
9.71K
$614K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
478+ 37.55% |
$29K - $31K
|
1.75K
$111K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
473+ 0.29% |
$28.7K - $30.7K
|
163K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
452+ 0.65% |
$27.4K - $29.4K
|
69.9K
$4.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
449+ 1.74% |
$27.3K - $29.2K
|
26.2K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
448+ 92.37% |
$27.2K - $29.1K
|
933
$59K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
440New |
$26.7K - $28.6K
|
440
$27.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
400+ 2.31% |
$24.3K - $26K
|
17.7K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
386+ 4.54% |
$23.4K - $25.1K
|
8.89K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
377+ 0.48% |
$22.9K - $24.5K
|
79.2K
$5.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
374New |
$22.7K - $24.3K
|
374
$23.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
349+ 1.31% |
$21.2K - $22.7K
|
27K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
318+ 0.9% |
$19.3K - $20.7K
|
35.6K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
317+ 1.73% |
$19.3K - $20.6K
|
18.6K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
317+ 6.17% |
$19.3K - $20.6K
|
5.45K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
305New |
$18.5K - $19.8K
|
305
$19.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
286+ 7.33% |
$17.4K - $18.6K
|
4.19K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
272+ 4.75% |
$16.5K - $17.7K
|
6K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
272+ 4.88% |
$16.5K - $17.7K
|
5.84K
$370K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
246+ 1.3% |
$14.9K - $16K
|
19.2K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
243+ 1.57% |
$14.8K - $15.8K
|
15.7K
$993K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
237+ 0.19% |
$14.4K - $15.4K
|
122K
$7.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
236+ 7.24% |
$14.3K - $15.3K
|
3.5K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
229New |
$13.9K - $14.9K
|
229
$14.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
228+ 0.83% |
$13.8K - $14.8K
|
27.7K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
223+ 2.0% |
$13.5K - $14.5K
|
11.4K
$720K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
222New |
$13.5K - $14.4K
|
222
$14K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
218+ 3.44% |
$13.2K - $14.2K
|
6.56K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
218+ 3.33% |
$13.2K - $14.2K
|
6.77K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
215+ 0.45% |
$13.1K - $14K
|
47.9K
$3.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
213+ 2.91% |
$12.9K - $13.8K
|
7.53K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
200New |
$12.1K - $13K
|
200
$12.7K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
200+ 0.98% |
$12.1K - $13K
|
20.7K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
200+ 1.95% |
$12.1K - $13K
|
10.5K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
193New |
$11.7K - $12.5K
|
193
$12.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
192+ 2.15% |
$11.7K - $12.5K
|
9.12K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
188+ 3.14% |
$11.4K - $12.2K
|
6.18K
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
186+ 0.82% |
$11.3K - $12.1K
|
23K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
178+ 0.8% |
$10.8K - $11.6K
|
22.5K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
177+ 2.8% |
$10.7K - $11.5K
|
6.5K
$411K
|