Purchases and Sales Made in Q3 2023 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.38M+ 638.89% |
$68.4M - $73.5M
|
1.6M
$99.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.23M+ 42.14% |
$61M - $65.6M
|
4.15M
$260M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
876K+ 78.79% |
$43.4M - $46.7M
|
1.99M
$124M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
616KNew |
$30.5M - $32.8M
|
616K
$38.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
605KNew |
$30M - $32.2M
|
605K
$37.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
511K+ 5.06% |
$25.3M - $27.2M
|
10.6M
$665M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
422K+ 777.35% |
$20.9M - $22.5M
|
477K
$29.8M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
393K+ 74.49% |
$19.5M - $21M
|
921K
$57.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
356K+ 1509.51% |
$17.6M - $19M
|
379K
$23.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
299KNew |
$14.8M - $15.9M
|
299K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
281K+ 5.28% |
$13.9M - $15M
|
5.6M
$351M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
269KNew |
$13.3M - $14.3M
|
269K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
265KNew |
$13.1M - $14.1M
|
265K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
224KNew |
$11.1M - $11.9M
|
224K
$14M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
217K+ 216.62% |
$10.8M - $11.6M
|
318K
$19.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
198KNew |
$9.81M - $10.5M
|
198K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
184K+ 4.59% |
$9.12M - $9.81M
|
4.2M
$263M
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
179KNew |
$8.86M - $9.53M
|
179K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
173K+ 2522.94% |
$8.55M - $9.2M
|
179K
$11.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
172K+ 2.58% |
$8.52M - $9.17M
|
6.84M
$428M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
164K+ 31.63% |
$8.1M - $8.71M
|
680K
$42.6M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
157K+ 57.24% |
$7.79M - $8.38M
|
432K
$27.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
150K+ 69.37% |
$7.45M - $8.01M
|
367K
$23M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
130K+ 871.89% |
$6.44M - $6.93M
|
145K
$9.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
125K+ 25.87% |
$6.19M - $6.66M
|
608K
$38.1M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
123K+ 35.41% |
$6.08M - $6.54M
|
469K
$29.4M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
118K+ 8.0% |
$5.82M - $6.26M
|
1.59M
$99.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
104KNew |
$5.14M - $5.53M
|
104K
$6.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
95K+ 14.8% |
$4.71M - $5.06M
|
737K
$46.1M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
93.9KNew |
$4.65M - $5M
|
93.9K
$5.88M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
92.6K+ 560.13% |
$4.59M - $4.93M
|
109K
$6.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
92.2K+ 2.87% |
$4.57M - $4.91M
|
3.3M
$207M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
89.1KNew |
$4.41M - $4.75M
|
89.1K
$5.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
86.2K+ 52.0% |
$4.27M - $4.59M
|
252K
$15.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
75.1K+ 11.37% |
$3.72M - $4M
|
736K
$46.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
69.5KNew |
$3.44M - $3.71M
|
69.5K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.2K+ 3.59% |
$3.28M - $3.53M
|
1.91M
$120M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
58K+ 4.43% |
$2.87M - $3.09M
|
1.37M
$85.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
50.1KNew |
$2.48M - $2.67M
|
50.1K
$3.14M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
45.5K+ 12.5% |
$2.25M - $2.42M
|
409K
$25.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
44.8K+ 4.48% |
$2.22M - $2.39M
|
1.04M
$65.3M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44.6K+ 1.65% |
$2.21M - $2.37M
|
2.75M
$172M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
44.4K+ 5.11% |
$2.2M - $2.36M
|
912K
$57.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
41.3KNew |
$2.05M - $2.2M
|
41.3K
$2.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
41.1K+ 3.76% |
$2.03M - $2.19M
|
1.13M
$70.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.1K+ 1.22% |
$2.03M - $2.19M
|
3.41M
$213M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
40.2KNew |
$1.99M - $2.14M
|
40.2K
$2.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
40KNew |
$1.98M - $2.13M
|
40K
$2.5M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
39.8K+ 652.26% |
$1.97M - $2.12M
|
45.9K
$2.87M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39.4K+ 9.23% |
$1.95M - $2.1M
|
467K
$29.2M
|