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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.96K+ 18.73% |
$158K - $172K
|
18.8K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.95K+ 3.14% |
$157K - $171K
|
97K
$6.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.92K+ 2.29% |
$156K - $169K
|
131K
$8.33M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.91K+ 2.52% |
$155K - $169K
|
118K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2.84K+ 1.74% |
$152K - $165K
|
167K
$10.6M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.78K+ 29.36% |
$148K - $161K
|
12.2K
$780K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.67K+ 17.11% |
$142K - $155K
|
18.3K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.65K+ 2.9% |
$141K - $154K
|
94.1K
$6.01M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.6K+ 1.08% |
$139K - $151K
|
244K
$15.6M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.56K+ 1.14% |
$137K - $149K
|
228K
$14.6M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.54K+ 4.59% |
$135K - $147K
|
57.9K
$3.69M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 150.06% |
$135K - $147K
|
4.23K
$270K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
2.36K+ 1.45% |
$126K - $137K
|
166K
$10.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.35K+ 0.95% |
$125K - $136K
|
249K
$15.9M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.27K+ 3.65% |
$121K - $132K
|
64.3K
$4.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.23K+ 41.02% |
$119K - $129K
|
7.65K
$488K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.21K+ 47.73% |
$118K - $128K
|
6.84K
$437K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.2K+ 68.02% |
$118K - $128K
|
5.44K
$347K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.18K+ 1.13% |
$116K - $126K
|
195K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.16K+ 6.18% |
$115K - $125K
|
37.1K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.08K+ 8.15% |
$111K - $121K
|
27.6K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
2.07K+ 19.54% |
$111K - $120K
|
12.7K
$810K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.06K+ 4.06% |
$110K - $120K
|
52.9K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 11.11% |
$108K - $118K
|
20.3K
$1.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
2.02K+ 806.0% |
$107K - $117K
|
2.27K
$145K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.01K+ 5.78% |
$107K - $117K
|
36.8K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2K+ 41.16% |
$107K - $116K
|
6.86K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2K+ 20.75% |
$107K - $116K
|
11.6K
$743K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.94K+ 6.05% |
$103K - $113K
|
34K
$2.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.88K+ 50.32% |
$100K - $109K
|
5.6K
$358K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.85K+ 30.68% |
$98.7K - $107K
|
7.88K
$503K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
1.84K+ 13.59% |
$98.3K - $107K
|
15.4K
$983K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.79K+ 1.62% |
$95.5K - $104K
|
112K
$7.18M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 6.57% |
$94.4K - $103K
|
28.7K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.77K+ 8.3% |
$94.1K - $102K
|
23K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.71K+ 3.08% |
$91.1K - $99.2K
|
57.1K
$3.65M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.7K+ 4.42% |
$90.8K - $98.9K
|
40.2K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.68K+ 7.17% |
$89.8K - $97.7K
|
25.2K
$1.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.67K+ 2.26% |
$88.8K - $96.7K
|
75.2K
$4.8M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
1.65K+ 33.72% |
$88.1K - $95.9K
|
6.55K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.62K+ 5.53% |
$86.2K - $93.8K
|
30.9K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.56K+ 28.34% |
$83.2K - $90.6K
|
7.06K
$451K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 0.44% |
$79.2K - $86.2K
|
339K
$21.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.48K+ 2.03% |
$78.7K - $85.6K
|
74.2K
$4.74M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.47K+ 5.3% |
$78.6K - $85.6K
|
29.3K
$1.87M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.47K+ 0.96% |
$78.4K - $85.4K
|
155K
$9.9M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.46K+ 3.98% |
$78K - $84.9K
|
38.2K
$2.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.45K+ 17.99% |
$77.3K - $84.2K
|
9.51K
$607K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.41K+ 0.9% |
$75.1K - $81.8K
|
157K
$10M
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 7.65% |
$72.7K - $79.1K
|
19.2K
$1.22M
|