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 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.62K+ 0.73% |
$179K - $193K
|
503K
$31.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.6K+ 5.51% |
$178K - $192K
|
68.9K
$4.31M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.51K+ 3.9% |
$174K - $187K
|
93.6K
$5.86M
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.51K+ 11.15% |
$174K - $187K
|
35K
$2.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.48K+ 1.95% |
$172K - $185K
|
182K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.47K+ 12.26% |
$172K - $185K
|
31.8K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3.43K+ 2.41% |
$170K - $183K
|
146K
$9.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.42K+ 8.22% |
$169K - $182K
|
45K
$2.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
3.39K+ 2.34% |
$168K - $181K
|
148K
$9.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.38K+ 30.47% |
$167K - $180K
|
14.5K
$905K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.38K+ 1.45% |
$167K - $180K
|
237K
$14.8M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.37K+ 1.54% |
$167K - $179K
|
222K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.28K+ 1.69% |
$162K - $175K
|
197K
$12.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.24K+ 4.17% |
$161K - $173K
|
80.9K
$5.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.18KNew |
$158K - $169K
|
3.18K
$199K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
3.18K+ 1.94% |
$157K - $169K
|
167K
$10.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
3.17K+ 2.01% |
$157K - $169K
|
161K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.17K+ 5.02% |
$157K - $169K
|
66.3K
$4.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.16K+ 1.63% |
$156K - $168K
|
197K
$12.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.14K+ 1.92% |
$155K - $167K
|
166K
$10.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.1K+ 1.9% |
$153K - $165K
|
166K
$10.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3.08K+ 2.14% |
$153K - $164K
|
147K
$9.2M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.08K+ 2.29% |
$152K - $164K
|
137K
$8.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.07K+ 41.72% |
$152K - $163K
|
10.4K
$652K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.04K+ 8.32% |
$150K - $162K
|
39.5K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.96K+ 9.65% |
$146K - $157K
|
33.6K
$2.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.9K+ 3.34% |
$143K - $154K
|
89.7K
$5.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.89K+ 11.21% |
$143K - $154K
|
28.6K
$1.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
2.82K+ 11.89% |
$140K - $150K
|
26.6K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
2.79K+ 11.39% |
$138K - $149K
|
27.3K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.7K+ 11.22% |
$134K - $144K
|
26.8K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.66K+ 1.94% |
$132K - $141K
|
140K
$8.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.63K+ 2.59% |
$130K - $140K
|
104K
$6.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.51K+ 6.97% |
$124K - $134K
|
38.5K
$2.41M
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
2.5K+ 15.09% |
$124K - $133K
|
19.1K
$1.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.49K+ 29.21% |
$123K - $132K
|
11K
$688K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.44K+ 3.92% |
$121K - $130K
|
64.8K
$4.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.38K+ 12.62% |
$118K - $127K
|
21.3K
$1.33M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.37K+ 7.22% |
$117K - $126K
|
35.2K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
2.33KNew |
$116K - $124K
|
2.33K
$146K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
2.33K+ 66.83% |
$115K - $124K
|
5.8K
$363K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.26K+ 2.34% |
$112K - $120K
|
99K
$6.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.22K+ 1.31% |
$110K - $118K
|
171K
$10.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.11KNew |
$104K - $112K
|
2.11K
$132K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.11KNew |
$104K - $112K
|
2.11K
$132K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.06K+ 39.56% |
$102K - $110K
|
7.28K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.97K+ 0.5% |
$97.3K - $105K
|
395K
$24.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.96KNew |
$97K - $104K
|
1.96K
$123K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.92KNew |
$95.2K - $102K
|
1.92K
$120K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.9K+ 26.51% |
$94.1K - $101K
|
9.07K
$568K
|