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 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-118- 1.17% |
$7.17K - $7.66K
|
9.99K
$632K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-120- 3.21% |
$7.29K - $7.79K
|
3.62K
$229K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-122- 0.6% |
$7.41K - $7.92K
|
20.3K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-125- 0.58% |
$7.59K - $8.12K
|
21.6K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-138- 0.12% |
$8.38K - $8.96K
|
112K
$7.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-143- 1.16% |
$8.68K - $9.29K
|
12.2K
$772K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-144- 3.98% |
$8.75K - $9.35K
|
3.48K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-147- 0.52% |
$8.93K - $9.55K
|
28K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-154- 6.54% |
$9.35K - $10K
|
2.2K
$139K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-157- 0.42% |
$9.53K - $10.2K
|
37.5K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-168- 0.53% |
$10.2K - $10.9K
|
31.5K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-174- 1.3% |
$10.6K - $11.3K
|
13.3K
$839K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-182- 1.9% |
$11.1K - $11.8K
|
9.38K
$594K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-191- 1.56% |
$11.6K - $12.4K
|
12K
$761K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-218- 70.55% |
$13.2K - $14.2K
|
91
$5.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-220- 0.31% |
$13.4K - $14.3K
|
70.3K
$4.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-226- 3.95% |
$13.7K - $14.7K
|
5.49K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-230- 2.58% |
$14K - $14.9K
|
8.69K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-237- 0.58% |
$14.4K - $15.4K
|
40.4K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-248- 2.19% |
$15.1K - $16.1K
|
11.1K
$702K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-267- 1.6% |
$16.2K - $17.3K
|
16.4K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-288- 2.43% |
$17.5K - $18.7K
|
11.6K
$732K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-292- 0.58% |
$17.7K - $19K
|
50K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-301- 3.84% |
$18.3K - $19.5K
|
7.53K
$477K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-303- 1.12% |
$18.4K - $19.7K
|
26.8K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-308- 4.19% |
$18.7K - $20K
|
7.05K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-335- 2.42% |
$20.3K - $21.8K
|
13.5K
$853K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-335- 2.63% |
$20.3K - $21.8K
|
12.4K
$785K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-343- 6.13% |
$20.8K - $22.3K
|
5.26K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-352- 5.17% |
$21.4K - $22.9K
|
6.46K
$409K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-369- 1.11% |
$22.4K - $24K
|
32.9K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-395- 2.24% |
$24K - $25.7K
|
17.2K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-447- 4.98% |
$27.1K - $29K
|
8.53K
$540K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-451- 10.35% |
$27.4K - $29.3K
|
3.91K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-468- 1.56% |
$28.4K - $30.4K
|
29.6K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-478- 1.87% |
$29K - $31K
|
25.1K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-480- 6.6% |
$29.2K - $31.2K
|
6.8K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-483- 3.62% |
$29.3K - $31.4K
|
12.9K
$814K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-500- 7.16% |
$30.4K - $32.5K
|
6.49K
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-519- 0.21% |
$31.5K - $33.7K
|
249K
$15.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-534- 0.4% |
$32.4K - $34.7K
|
134K
$8.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-537- 0.13% |
$32.6K - $34.9K
|
404K
$25.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-547- 2.09% |
$33.2K - $35.5K
|
25.7K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-572- 7.44% |
$34.7K - $37.1K
|
7.12K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-572- 0.64% |
$34.7K - $37.1K
|
89.2K
$5.64M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-578- 7.03% |
$35.1K - $37.5K
|
7.65K
$484K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-595- 61.15% |
$36.1K - $38.6K
|
378
$23.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-599- 5.62% |
$36.4K - $38.9K
|
10.1K
$637K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-605- 3.9% |
$36.7K - $39.3K
|
14.9K
$943K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-607- 18.24% |
$36.9K - $39.4K
|
2.72K
$172K
|