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 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-714- 2.39% |
$43.4K - $46.4K
|
29.2K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-719- 2.8% |
$43.7K - $46.7K
|
24.9K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-720- 13.2% |
$43.7K - $46.8K
|
4.74K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-721- 12.41% |
$43.8K - $46.8K
|
5.09K
$325K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-733- 2.09% |
$44.5K - $47.6K
|
34.4K
$2.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-736- 12.83% |
$44.7K - $47.8K
|
5K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-748- 4.36% |
$45.4K - $48.6K
|
16.4K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-756- 1.25% |
$45.9K - $49.1K
|
59.7K
$3.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-760- 14.08% |
$46.2K - $49.4K
|
4.64K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-783- 2.02% |
$47.6K - $50.8K
|
37.9K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-809- 21.31% |
$49.1K - $52.5K
|
2.99K
$191K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-813- 0.41% |
$49.4K - $52.8K
|
195K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-815- 3.27% |
$49.5K - $52.9K
|
24.1K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-822- 42.02% |
$49.9K - $53.4K
|
1.13K
$72.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-824- 3.53% |
$50K - $53.5K
|
22.6K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-825- 3.58% |
$50.1K - $53.6K
|
22.2K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-868- 11.74% |
$52.7K - $56.4K
|
6.52K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-913- 0.4% |
$55.4K - $59.3K
|
230K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-918- 7.26% |
$55.8K - $59.6K
|
11.7K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-970- 94.08% |
$58.9K - $63K
|
61
$3.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-999- 0.93% |
$60.7K - $64.9K
|
107K
$6.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1K- 16.85% |
$60.7K - $64.9K
|
4.94K
$315K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-1K- 7.52% |
$60.8K - $65K
|
12.3K
$786K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.02K- 5.17% |
$61.8K - $66K
|
18.6K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.08K- 5.53% |
$65.8K - $70.4K
|
18.5K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.11K- 1.75% |
$67.2K - $71.8K
|
62K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.12K- 12.52% |
$68K - $72.7K
|
7.83K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.15K- 2.16% |
$69.9K - $74.7K
|
52.3K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.16K- 2.77% |
$70.5K - $75.4K
|
40.7K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.17K- 11.67% |
$70.8K - $75.7K
|
8.82K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.17K- 1.3% |
$71K - $75.9K
|
88.9K
$5.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.17K- 1.01% |
$71.2K - $76.1K
|
115K
$7.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.18K- 7.94% |
$71.7K - $76.6K
|
13.7K
$873K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.18K- 1.75% |
$71.8K - $76.8K
|
66.4K
$4.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.2K- 9.2% |
$72.6K - $77.6K
|
11.8K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.21K- 17.96% |
$73.7K - $78.8K
|
5.55K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.22K- 22.7% |
$74.1K - $79.2K
|
4.16K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.24K- 9.81% |
$75.1K - $80.3K
|
11.4K
$725K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-1.34K- 16.63% |
$81.3K - $87K
|
6.72K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.35K- 22.15% |
$82.1K - $87.8K
|
4.75K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.37K- 2.55% |
$83.4K - $89.2K
|
52.4K
$3.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.39K- 2.57% |
$84.6K - $90.5K
|
52.8K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.39K- 15.26% |
$84.7K - $90.5K
|
7.74K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.4K- 1.55% |
$85.3K - $91.2K
|
89.3K
$5.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.44K- 18.04% |
$87.2K - $93.3K
|
6.52K
$416K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.44K- 1.29% |
$87.3K - $93.3K
|
110K
$7.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.44K- 1.73% |
$87.4K - $93.4K
|
81.8K
$5.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.47K- 0.29% |
$89.3K - $95.5K
|
509K
$32.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.5K- 58.04% |
$91.2K - $97.5K
|
1.09K
$69.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.52K- 11.54% |
$92K - $98.4K
|
11.6K
$741K
|