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 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
11.7K+ 2.39% |
$581K - $625K
|
503K
$31.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
11.4KNew |
$562K - $605K
|
11.4K
$710K
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
11.2KNew |
$557K - $599K
|
11.2K
$704K
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
10.9K+ 4.75% |
$542K - $583K
|
241K
$15.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.8K+ 5.76% |
$537K - $578K
|
199K
$12.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
10.8K+ 1.37% |
$534K - $575K
|
799K
$50M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
10.7K+ 14.91% |
$531K - $571K
|
82.6K
$5.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
10.5KNew |
$520K - $559K
|
10.5K
$657K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
10.3K+ 2.24% |
$512K - $551K
|
471K
$29.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
10KNew |
$496K - $533K
|
10K
$627K
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
9.99KNew |
$495K - $532K
|
9.99K
$625K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.93K+ 8.41% |
$492K - $529K
|
128K
$8.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.9KNew |
$490K - $528K
|
9.9K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.87K+ 1.06% |
$489K - $526K
|
937K
$58.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
9.82K+ 47.95% |
$486K - $523K
|
30.3K
$1.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
9.72K+ 3.53% |
$481K - $518K
|
285K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
9.71K+ 29.84% |
$481K - $517K
|
42.2K
$2.64M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
9.56KNew |
$474K - $509K
|
9.56K
$598K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
9.53K+ 4.21% |
$472K - $508K
|
236K
$14.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
9.34K+ 18.01% |
$463K - $498K
|
61.2K
$3.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.34K+ 19.56% |
$462K - $497K
|
57.1K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.28K+ 21.82% |
$460K - $495K
|
51.8K
$3.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.84K+ 27.76% |
$438K - $471K
|
40.7K
$2.55M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
8.78KNew |
$435K - $468K
|
8.78K
$550K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8.7K+ 3.33% |
$431K - $463K
|
270K
$16.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.69K+ 11.0% |
$431K - $463K
|
87.8K
$5.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.69K+ 6.72% |
$430K - $463K
|
138K
$8.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
8.45K+ 1.92% |
$418K - $450K
|
449K
$28.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.18K+ 5.57% |
$405K - $436K
|
155K
$9.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8.15K+ 4.96% |
$404K - $434K
|
173K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.13K+ 57.49% |
$403K - $433K
|
22.3K
$1.39M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.08K+ 13.84% |
$400K - $430K
|
66.4K
$4.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.8KNew |
$386K - $416K
|
7.8K
$488K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.73KNew |
$383K - $412K
|
7.73K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
7.62K+ 10.63% |
$377K - $406K
|
79.3K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.55K+ 0.15% |
$374K - $402K
|
4.91M
$307M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
7.54K+ 2.39% |
$373K - $402K
|
322K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.27K+ 4.86% |
$360K - $387K
|
157K
$9.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.23K+ 175.22% |
$358K - $385K
|
11.4K
$710K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.03KNew |
$348K - $375K
|
7.03K
$440K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
6.95K+ 1.25% |
$344K - $370K
|
564K
$35.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.89KNew |
$341K - $367K
|
6.89K
$431K
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
6.82K+ 2.22% |
$338K - $363K
|
314K
$19.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.57K+ 151.96% |
$326K - $350K
|
10.9K
$682K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.12K+ 3.02% |
$303K - $326K
|
209K
$13.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
6.09K+ 9.49% |
$301K - $324K
|
70.2K
$4.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
5.97K+ 41.95% |
$295K - $318K
|
20.2K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.92KNew |
$293K - $316K
|
5.92K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
5.91KNew |
$293K - $315K
|
5.91K
$370K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.81K+ 12.31% |
$288K - $309K
|
53K
$3.31M
|