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 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-17.6K- 3.06% |
$1.07M - $1.15M
|
558K
$35.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-18.8K- 75.99% |
$1.14M - $1.22M
|
5.95K
$377K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.3K- 5.16% |
$1.17M - $1.25M
|
355K
$22.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-20.1K- 44.07% |
$1.22M - $1.3M
|
25.4K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20.8K- 14.36% |
$1.26M - $1.35M
|
124K
$7.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.3K- 1.29% |
$1.42M - $1.51M
|
1.79M
$113M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-23.8K- 17.76% |
$1.45M - $1.55M
|
110K
$6.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-25.9K- 31.94% |
$1.57M - $1.68M
|
55.2K
$3.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.1K- 11.16% |
$1.59M - $1.7M
|
208K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-27.4K- 4.44% |
$1.66M - $1.78M
|
588K
$37.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28.7K- 82.93% |
$1.74M - $1.87M
|
5.91K
$374K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.8K- 6.33% |
$1.75M - $1.87M
|
426K
$26.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-29.4K- 12.27% |
$1.79M - $1.91M
|
210K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-35.3K- 11.42% |
$2.14M - $2.29M
|
274K
$17.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-42.2K- 13.54% |
$2.56M - $2.74M
|
270K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-44.4K- 20.92% |
$2.7M - $2.88M
|
168K
$10.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-44.8K- 6.9% |
$2.72M - $2.91M
|
605K
$38.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-52.7K- 9.92% |
$3.2M - $3.42M
|
478K
$30.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.4K- 1.24% |
$3.36M - $3.59M
|
4.39M
$278M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-68.1K- 88.88% |
$4.14M - $4.42M
|
8.52K
$539K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-87.3K- 43.69% |
$5.3M - $5.67M
|
112K
$7.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-95.3K- 54.37% |
$5.78M - $6.19M
|
79.9K
$5.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-106K- 41.14% |
$6.45M - $6.9M
|
152K
$9.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-116K- 14.45% |
$7.02M - $7.51M
|
684K
$43.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-135K- 31.86% |
$8.19M - $8.75M
|
288K
$18.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-150K- 81.49% |
$9.13M - $9.76M
|
34.2K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-152K- 1.94% |
$9.24M - $9.88M
|
7.69M
$487M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-217K- 66.36% |
$13.2M - $14.1M
|
110K
$6.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-307K- 53.14% |
$18.6M - $19.9M
|
271K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18M- 79.35% |
$71.9M - $76.8M
|
308K
$19.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.28M- 95.65% |
$77.5M - $82.9M
|
58K
$3.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.73M- 100.0% |
$166M - $177M
|
107
$6.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-10.1M- 99.58% |
$616M - $659M
|
43.2K
$2.74M
|