Purchases and Sales Made in Q1 2024 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-10.2K- 28.19% |
$543K - $592K
|
26K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.6K- 48.19% |
$566K - $616K
|
11.4K
$728K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-10.7K- 24.07% |
$569K - $620K
|
33.7K
$2.15M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-10.8K- 27.77% |
$577K - $628K
|
28.2K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11.2K- 41.46% |
$595K - $647K
|
15.7K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.2K- 45.52% |
$600K - $653K
|
13.5K
$859K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-11.7K- 5.42% |
$625K - $680K
|
204K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-12.4K- 21.21% |
$661K - $720K
|
46.1K
$2.94M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-12.9K- 28.79% |
$688K - $749K
|
31.9K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13K- 0.21% |
$694K - $755K
|
6.06M
$387M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.4K- 7.3% |
$715K - $779K
|
170K
$10.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-13.6K- 73.9% |
$724K - $788K
|
4.8K
$306K
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-13.8K- 24.94% |
$737K - $802K
|
41.6K
$2.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-14K- 5.7% |
$748K - $814K
|
232K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-14.6K- 1.08% |
$780K - $849K
|
1.34M
$85.5M
|
|
|
May 07, 2024
Q1 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-14.8K- 1.37% |
$788K - $858K
|
1.06M
$67.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15K- 15.88% |
$799K - $870K
|
79.4K
$5.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-15.2K- 50.16% |
$809K - $881K
|
15.1K
$962K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 36.87% |
$823K - $896K
|
26.4K
$1.69M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16K- 5.8% |
$855K - $931K
|
260K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-16.9K- 55.33% |
$899K - $979K
|
13.6K
$869K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.4K- 0.3% |
$926K - $1.01M
|
5.68M
$363M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-17.8K- 12.67% |
$948K - $1.03M
|
122K
$7.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20K- 12.31% |
$1.07M - $1.16M
|
142K
$9.08M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20K- 35.31% |
$1.07M - $1.16M
|
36.6K
$2.34M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-20.4K- 10.99% |
$1.09M - $1.18M
|
165K
$10.5M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-21.2K- 8.09% |
$1.13M - $1.23M
|
241K
$15.4M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-21.7K- 10.61% |
$1.16M - $1.26M
|
183K
$11.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-22.6K- 16.86% |
$1.21M - $1.31M
|
111K
$7.11M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-22.8K- 79.75% |
$1.21M - $1.32M
|
5.79K
$369K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-24.1K- 45.98% |
$1.28M - $1.4M
|
28.3K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-30K- 24.53% |
$1.6M - $1.74M
|
92.4K
$5.9M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-30.7K- 50.21% |
$1.64M - $1.78M
|
30.5K
$1.94M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-31.5K- 15.97% |
$1.68M - $1.83M
|
166K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32.1K- 6.83% |
$1.71M - $1.86M
|
438K
$28M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-33.7K- 26.36% |
$1.8M - $1.96M
|
94.2K
$6.01M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-35.6K- 52.57% |
$1.9M - $2.07M
|
32.1K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-36K- 2.26% |
$1.92M - $2.09M
|
1.56M
$99.3M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-36.2K- 19.06% |
$1.93M - $2.1M
|
154K
$9.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-36.4K- 62.95% |
$1.94M - $2.11M
|
21.4K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-36.8KClosed |
$1.96M - $2.14M
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-37.6K- 28.11% |
$2.01M - $2.19M
|
96.3K
$6.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-37.7K- 8.76% |
$2.01M - $2.19M
|
393K
$25M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-40.1K- 26.97% |
$2.14M - $2.33M
|
109K
$6.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-41K- 11.85% |
$2.19M - $2.38M
|
305K
$19.5M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-41.5K- 88.17% |
$2.21M - $2.41M
|
5.57K
$356K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-42.2K- 67.78% |
$2.25M - $2.45M
|
20.1K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-43.4K- 1.73% |
$2.31M - $2.52M
|
2.47M
$158M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-44.2K- 19.85% |
$2.36M - $2.57M
|
178K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-45.8K- 5.43% |
$2.44M - $2.66M
|
798K
$50.9M
|