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 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
170New |
$10.3K - $11K
|
170
$10.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
168+ 1.71% |
$10.2K - $10.9K
|
10K
$634K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
161+ 1.07% |
$9.78K - $10.5K
|
15.2K
$964K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
155+ 0.1% |
$9.41K - $10.1K
|
162K
$10.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
150+ 0.27% |
$9.11K - $9.74K
|
56.4K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
142New |
$8.62K - $9.22K
|
142
$8.99K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
141+ 0.69% |
$8.56K - $9.16K
|
20.5K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
130+ 0.6% |
$7.89K - $8.44K
|
21.7K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
127+ 2.57% |
$7.71K - $8.25K
|
5.06K
$320K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
126+ 3.33% |
$7.65K - $8.18K
|
3.91K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
125+ 1.13% |
$7.59K - $8.12K
|
11.2K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
125+ 0.28% |
$7.59K - $8.12K
|
44.6K
$2.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
122+ 0.48% |
$7.41K - $7.92K
|
25.7K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
107+ 0.57% |
$6.5K - $6.95K
|
18.9K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100+ 13.33% |
$6.07K - $6.49K
|
850
$53.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
94New |
$5.71K - $6.1K
|
94
$5.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
90+ 1.66% |
$5.47K - $5.84K
|
5.51K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
89+ 0.62% |
$5.4K - $5.78K
|
14.4K
$914K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
83+ 0.62% |
$5.04K - $5.39K
|
13.5K
$856K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 4.01% |
$3.95K - $4.22K
|
1.69K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
64+ 0.66% |
$3.89K - $4.16K
|
9.82K
$621K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
62+ 0.05% |
$3.77K - $4.03K
|
138K
$8.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
60+ 0.51% |
$3.64K - $3.9K
|
11.8K
$747K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
58+ 0.43% |
$3.52K - $3.77K
|
13.7K
$864K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
52+ 0.95% |
$3.16K - $3.38K
|
5.52K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
50+ 0.39% |
$3.04K - $3.25K
|
12.8K
$809K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
50+ 1.19% |
$3.04K - $3.25K
|
4.25K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 0.44% |
$2.92K - $3.12K
|
11K
$695K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.62% |
$2.67K - $2.86K
|
7.18K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
40+ 0.08% |
$2.43K - $2.6K
|
52K
$3.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
38+ 0.63% |
$2.31K - $2.47K
|
6.03K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
36+ 0.04% |
$2.19K - $2.34K
|
91.9K
$5.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
35+ 35.35% |
$2.13K - $2.27K
|
134
$8.48K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
32+ 0.41% |
$1.94K - $2.08K
|
7.76K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.13% |
$1.94K - $2.08K
|
25.1K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
28+ 0.45% |
$1.7K - $1.82K
|
6.27K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
24+ 0.48% |
$1.46K - $1.56K
|
4.98K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.3% |
$1.28K - $1.36K
|
6.99K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
20+ 0.47% |
$1.21K - $1.3K
|
4.28K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
19+ 0.08% |
$1.15K - $1.23K
|
22.5K
$1.42M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
19+ 0.18% |
$1.15K - $1.23K
|
10.8K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
18+ 0.44% |
$1.09K - $1.17K
|
4.14K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
17+ 0.64% |
$1.03K - $1.1K
|
2.68K
$170K
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
16+ 0.3% |
$972 - $1.04K
|
5.27K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13+ 0.07% |
$789 - $844
|
17.6K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
12+ 1.2% |
$729 - $779
|
1.01K
$64K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
10+ 83.33% |
$607 - $649
|
22
$1.39K
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
10+ 0.02% |
$607 - $649
|
41.8K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$607 - $649
|
8.54K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
9+ 0.62% |
$547 - $584
|
1.46K
$92.1K
|