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 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
39.2K+ 9.25% |
$1.94M - $2.09M
|
463K
$29M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38.6K+ 63.27% |
$1.91M - $2.06M
|
99.6K
$6.23M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38KNew |
$1.88M - $2.02M
|
38K
$2.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
37.2K+ 13.27% |
$1.84M - $1.98M
|
318K
$19.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36K+ 2.58% |
$1.78M - $1.92M
|
1.43M
$89.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
35.3K+ 100.32% |
$1.75M - $1.88M
|
70.5K
$4.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
34.7KNew |
$1.72M - $1.85M
|
34.7K
$2.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
34.5K+ 21.58% |
$1.71M - $1.84M
|
194K
$12.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
33.3KNew |
$1.65M - $1.78M
|
33.3K
$2.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
32.4K+ 191.04% |
$1.6M - $1.73M
|
49.3K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
30.8KNew |
$1.53M - $1.64M
|
30.8K
$1.93M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
30.6K+ 17.86% |
$1.51M - $1.63M
|
202K
$12.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
30.1K+ 13.04% |
$1.49M - $1.6M
|
261K
$16.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.1K+ 34.78% |
$1.44M - $1.55M
|
113K
$7.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
28.9K+ 75.34% |
$1.43M - $1.54M
|
67.3K
$4.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
28.8K+ 489.79% |
$1.43M - $1.54M
|
34.7K
$2.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
27.3K+ 5.0% |
$1.35M - $1.46M
|
573K
$35.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
26.9K+ 16.59% |
$1.33M - $1.43M
|
189K
$11.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
25.9K+ 38.46% |
$1.28M - $1.38M
|
93.4K
$5.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.6K+ 9.45% |
$1.27M - $1.37M
|
297K
$18.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.4K+ 20.0% |
$1.26M - $1.36M
|
153K
$9.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
24.8K+ 17.35% |
$1.23M - $1.32M
|
168K
$10.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.7K+ 15.47% |
$1.22M - $1.31M
|
184K
$11.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
22.9K+ 5.96% |
$1.14M - $1.22M
|
407K
$25.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
22.9K+ 24.84% |
$1.13M - $1.22M
|
115K
$7.2M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
22.3K+ 4.1% |
$1.1M - $1.19M
|
566K
$35.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
21.8K+ 34.21% |
$1.08M - $1.16M
|
85.4K
$5.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.9K+ 14.66% |
$1.04M - $1.12M
|
164K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
20.8K+ 9.44% |
$1.03M - $1.11M
|
242K
$15.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
20.4K+ 10.55% |
$1.01M - $1.08M
|
213K
$13.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
20K+ 2.72% |
$989K - $1.06M
|
754K
$47.2M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
19.2K+ 6.91% |
$950K - $1.02M
|
297K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19K+ 2961.06% |
$942K - $1.01M
|
19.7K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 0.36% |
$916K - $986K
|
5.1M
$319M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.4K+ 1.03% |
$911K - $980K
|
1.8M
$113M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
18K+ 63.6% |
$890K - $957K
|
46.2K
$2.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
17.2K+ 5.84% |
$851K - $915K
|
311K
$19.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.6K+ 6.79% |
$824K - $886K
|
262K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.7K+ 22.57% |
$776K - $835K
|
85.1K
$5.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
15.7K+ 8.65% |
$775K - $834K
|
197K
$12.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
15.5K+ 23.52% |
$765K - $823K
|
81.1K
$5.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15.2K+ 4.75% |
$752K - $809K
|
335K
$21M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1K+ 1.66% |
$746K - $802K
|
925K
$57.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
14.9K+ 3.36% |
$737K - $793K
|
458K
$28.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
14.2K+ 17.44% |
$705K - $759K
|
95.9K
$6M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14.2KNew |
$701K - $754K
|
14.2K
$886K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14K+ 19.4% |
$692K - $745K
|
86.1K
$5.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
13.8K+ 20.92% |
$682K - $734K
|
79.6K
$4.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
13.8K+ 8.89% |
$682K - $733K
|
169K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
13.1K+ 30.04% |
$648K - $697K
|
56.7K
$3.55M
|