Purchases and Sales Made in Q3 2023 in Ishares Core Dividend Growth E (DGRO)

DGRO Quotes by TradingView

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
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
5.81K
+ 12.31%
$288K - $309K
53K $3.36M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
5.72K
+ 6.76%
$283K - $304K
90.2K $5.73M
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
5.7K
New
$282K - $304K
5.7K $362K
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
5.69K
New
$282K - $303K
5.69K $361K
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
5.68K
New
$281K - $303K
5.68K $361K
Oct 16, 2023 Q3 2023
Community Trust & Investment CO

BUY
 -
5.68K
New
$281K - $302K
5.68K $360K
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
5.66K
New
$281K - $302K
5.66K $359K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
5.66K
+ 125.62%
$280K - $302K
10.2K $645K
Nov 08, 2023 Q3 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
5.58K
New
$276K - $297K
5.58K $354K
Jan 15, 2025 Q3 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
5.56K
+ 22.7%
$275K - $296K
30K $1.91M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
5.51K
+ 15.87%
$273K - $294K
40.2K $2.55M
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
5.51K
+ 10.73%
$273K - $293K
56.8K $3.61M
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
5.49K
New
$272K - $292K
5.49K $348K
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
5.4K
+ 24545.45%
$267K - $288K
5.42K $344K
Nov 14, 2023 Q3 2023
Stone House Investment Management, LLC

BUY
 -
5.36K
+ 89333.33%
$265K - $286K
5.37K $341K
Oct 16, 2023 Q3 2023
Wela Strategies, Inc.

BUY
 -
5.35K
+ 5.94%
$265K - $285K
95.4K $6.05M
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
5.33K
+ 3.87%
$264K - $284K
143K $9.08M
Nov 13, 2023 Q3 2023
Soundwatch Capital LLC

New York, NY
BUY
 -
5.27K
New
$261K - $281K
5.27K $335K
Oct 24, 2023 Q3 2023
First National Corp

BUY
 -
5.21K
+ 6.05%
$258K - $277K
91.3K $5.79M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
5.15K
+ 0.91%
$255K - $275K
572K $36.3M
Nov 15, 2023 Q3 2023
Objective Capital Management, LLC

BUY
 -
5K
+ 20.98%
$248K - $266K
28.8K $1.83M
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
4.99K
New
$247K - $266K
4.99K $317K
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
4.95K
+ 45.24%
$245K - $264K
15.9K $1.01M
Nov 14, 2023 Q3 2023
Davis R M Inc

Portland, ME
BUY
 -
4.86K
New
$241K - $259K
4.86K $309K
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
4.75K
+ 14.67%
$235K - $253K
37.1K $2.35M
Nov 09, 2023 Q3 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
4.71K
+ 1.36%
$233K - $251K
351K $22.3M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
4.7K
+ 433.89%
$233K - $250K
5.78K $367K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
4.69K
+ 3.06%
$232K - $250K
158K $10M
Oct 24, 2023 Q3 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
4.66K
New
$231K - $248K
4.66K $296K
Oct 19, 2023 Q3 2023
Provident Wealth Management, LLC

BUY
 -
4.66K
+ 1.38%
$231K - $248K
342K $21.7M
Oct 11, 2023 Q3 2023
Alliance Wealth Advisors, LLC

BUY
 -
4.66K
+ 1.58%
$231K - $248K
299K $19M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
4.5K
New
$223K - $240K
4.5K $286K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
4.5K
+ 9.66%
$223K - $240K
51K $3.24M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.5K
New
$223K - $240K
4.5K $285K
Oct 13, 2023 Q3 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
4.45K
+ 6.61%
$220K - $237K
71.8K $4.56M
Oct 20, 2023 Q3 2023
Capital Planning LLC

BUY
 -
4.45K
+ 1.52%
$220K - $237K
296K $18.8M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
4.44K
+ 1130.03%
$220K - $237K
4.83K $307K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
4.41K
+ 11.82%
$219K - $235K
41.7K $2.65M
Nov 03, 2023 Q3 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
4.39K
+ 1.62%
$217K - $234K
276K $17.5M
Oct 27, 2023 Q3 2023
Princeton Global Asset Management LLC

BUY
 -
4.25K
+ 2.74%
$211K - $227K
159K $10.1M
Nov 14, 2023 Q3 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
4.25K
New
$211K - $226K
4.25K $270K
Oct 13, 2023 Q3 2023
Summit Global Investments

Bountiful, UT
BUY
 -
4.19K
New
$208K - $223K
4.19K $266K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.16K
+ 1.45%
$206K - $222K
291K $18.5M
Nov 09, 2023 Q3 2023
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
4.15K
New
$205K - $221K
4.15K $263K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.11K
+ 1.21%
$203K - $219K
344K $21.8M
Oct 23, 2023 Q3 2023
Tria Gen Wealth Management LLC

BUY
 -
4.04K
+ 4.03%
$200K - $215K
104K $6.62M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
3.79K
+ 20.13%
$188K - $202K
22.6K $1.44M
Nov 13, 2023 Q3 2023
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
3.67K
+ 11.82%
$182K - $195K
34.7K $2.2M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
3.65K
+ 3.94%
$181K - $195K
96.5K $6.12M

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