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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-128- 1.12% |
$7.77K - $8.31K
|
11.3K
$718K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-131- 0.99% |
$7.96K - $8.51K
|
13.1K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-136- 1.67% |
$8.26K - $8.83K
|
7.99K
$508K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-138- 0.12% |
$8.38K - $8.96K
|
112K
$7.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-143- 1.16% |
$8.68K - $9.29K
|
12.2K
$776K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-144- 3.98% |
$8.75K - $9.35K
|
3.48K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-147- 0.52% |
$8.93K - $9.55K
|
28K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-154- 6.54% |
$9.35K - $10K
|
2.2K
$140K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-157- 0.42% |
$9.53K - $10.2K
|
37.5K
$2.38M
|
|
|
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
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-178- 1.09% |
$10.8K - $11.6K
|
16.1K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-182- 4.68% |
$11.1K - $11.8K
|
3.71K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-182- 1.9% |
$11.1K - $11.8K
|
9.38K
$596K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-185- 14.35% |
$11.2K - $12K
|
1.1K
$70.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-191- 1.56% |
$11.6K - $12.4K
|
12K
$764K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-218- 70.55% |
$13.2K - $14.2K
|
91
$5.78K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-220- 0.31% |
$13.4K - $14.3K
|
70.3K
$4.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-226- 3.95% |
$13.7K - $14.7K
|
5.49K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-230- 2.58% |
$14K - $14.9K
|
8.69K
$552K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-237- 0.58% |
$14.4K - $15.4K
|
40.4K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-245- 0.52% |
$14.9K - $15.9K
|
47.3K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-248- 2.19% |
$15.1K - $16.1K
|
11.1K
$705K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-252- 3.84% |
$15.3K - $16.4K
|
6.3K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-264- 2.88% |
$16K - $17.1K
|
8.89K
$565K
|
|
|
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
$736K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-292- 0.58% |
$17.7K - $19K
|
50K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-301- 3.84% |
$18.3K - $19.5K
|
7.53K
$479K
|
|
|
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
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-310- 1.18% |
$18.8K - $20.1K
|
26K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-335- 2.42% |
$20.3K - $21.8K
|
13.5K
$857K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-335- 2.63% |
$20.3K - $21.8K
|
12.4K
$789K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-339- 4.4% |
$20.6K - $22K
|
7.36K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-343- 6.13% |
$20.8K - $22.3K
|
5.26K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-352- 5.17% |
$21.4K - $22.9K
|
6.46K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-369- 1.11% |
$22.4K - $24K
|
32.9K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-370- 1.5% |
$22.5K - $24K
|
24.3K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-395- 2.24% |
$24K - $25.7K
|
17.2K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-423- 0.61% |
$25.7K - $27.5K
|
69.3K
$4.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-447- 4.98% |
$27.1K - $29K
|
8.53K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-451- 10.35% |
$27.4K - $29.3K
|
3.91K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-468- 1.56% |
$28.4K - $30.4K
|
29.6K
$1.88M
|
|
|
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
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-483- 3.62% |
$29.3K - $31.4K
|
12.9K
$817K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-500- 7.16% |
$30.4K - $32.5K
|
6.49K
$412K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-519- 0.21% |
$31.5K - $33.7K
|
249K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-521- 0.38% |
$31.6K - $33.8K
|
137K
$8.73M
|