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 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
459+ 2.72% |
$24.5K - $26.6K
|
17.3K
$1.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
457+ 5.44% |
$24.4K - $26.5K
|
8.86K
$565K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
452+ 2.04% |
$24.1K - $26.2K
|
22.6K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
417+ 4.1% |
$22.2K - $24.2K
|
10.6K
$676K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
407+ 2.85% |
$21.7K - $23.6K
|
14.7K
$939K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
400+ 12.78% |
$21.3K - $23.2K
|
3.53K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
387+ 0.54% |
$20.6K - $22.5K
|
72.5K
$4.63M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
383+ 13.17% |
$20.4K - $22.2K
|
3.29K
$210K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
382+ 1.65% |
$20.4K - $22.2K
|
23.5K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
371+ 2.99% |
$19.8K - $21.5K
|
12.8K
$815K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
368+ 5.08% |
$19.6K - $21.4K
|
7.62K
$486K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
340+ 3.39% |
$18.1K - $19.7K
|
10.4K
$661K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
325+ 1.37% |
$17.3K - $18.9K
|
24K
$1.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
320New |
$17.1K - $18.6K
|
320
$20.4K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
318+ 1.91% |
$17K - $18.5K
|
17K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
312+ 67.53% |
$16.6K - $18.1K
|
774
$49.4K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
305+ 4.66% |
$16.3K - $17.7K
|
6.85K
$437K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
297+ 5.99% |
$15.8K - $17.2K
|
5.25K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
297New |
$15.8K - $17.2K
|
297
$19K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
291+ 6.89% |
$15.5K - $16.9K
|
4.52K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
282+ 0.52% |
$15K - $16.4K
|
54.4K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
273+ 2.48% |
$14.6K - $15.9K
|
11.3K
$721K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
257New |
$13.7K - $14.9K
|
257
$16.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
245New |
$13.1K - $14.2K
|
245
$15.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
231+ 0.52% |
$12.3K - $13.4K
|
44.6K
$2.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
230+ 8.42% |
$12.3K - $13.4K
|
2.96K
$189K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
228+ 2.83% |
$12.2K - $13.2K
|
8.29K
$529K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
187New |
$9.97K - $10.9K
|
187
$11.9K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
186+ 2.7% |
$9.92K - $10.8K
|
7.09K
$452K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
182+ 6.78% |
$9.71K - $10.6K
|
2.87K
$183K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
171+ 3.17% |
$9.12K - $9.93K
|
5.57K
$355K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
170+ 2.12% |
$9.07K - $9.87K
|
8.2K
$523K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
164+ 0.46% |
$8.75K - $9.52K
|
35.5K
$2.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
154+ 0.44% |
$8.21K - $8.94K
|
35.2K
$2.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
147New |
$7.84K - $8.53K
|
147
$9.38K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
130+ 3.43% |
$6.93K - $7.55K
|
3.92K
$250K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
128+ 0.84% |
$6.83K - $7.43K
|
15.4K
$980K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
125+ 0.61% |
$6.67K - $7.26K
|
20.5K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
121+ 0.46% |
$6.45K - $7.03K
|
26.6K
$1.7M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
118+ 34.5% |
$6.29K - $6.85K
|
460
$29.4K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
116+ 2.19% |
$6.19K - $6.73K
|
5.42K
$346K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
113+ 0.25% |
$6.03K - $6.56K
|
44.9K
$2.86M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
112+ 7.56% |
$5.97K - $6.5K
|
1.59K
$102K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
112New |
$5.97K - $6.5K
|
112
$7.15K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
112+ 0.54% |
$5.97K - $6.5K
|
20.8K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
106+ 29.12% |
$5.65K - $6.15K
|
470
$30K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
104+ 0.37% |
$5.55K - $6.04K
|
28.2K
$1.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
103+ 0.52% |
$5.49K - $5.98K
|
19.9K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
100+ 10.58% |
$5.33K - $5.81K
|
1.05K
$66.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
99New |
$5.28K - $5.75K
|
99
$6.32K
|