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 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
1.9K
+ 26.51%
$94.1K - $101K
9.07K $576K
Nov 07, 2023 Q3 2023
Clear Investment Research, LLC

BUY
 -
1.86K
+ 67.14%
$92K - $98.9K
4.62K $293K
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
1.82K
+ 21.48%
$89.9K - $96.7K
10.3K $651K
Nov 13, 2023 Q3 2023
Gallacher Capital Management LLC

Lone Tree, CO
BUY
 -
1.73K
+ 4.76%
$85.5K - $92K
38K $2.41M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.73K
New
$85.5K - $92K
1.73K $110K
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
1.7K
+ 21.39%
$84K - $90.4K
9.62K $611K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.58K
+ 1.95%
$78.5K - $84.4K
83K $5.27M
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1.49K
+ 120.05%
$73.8K - $79.4K
2.73K $173K
Nov 13, 2023 Q3 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
1.48K
+ 2.15%
$73.1K - $78.6K
70.3K $4.46M
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
1.45K
+ 3.26%
$71.9K - $77.3K
45.9K $2.91M
Aug 13, 2024 Q3 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
1.4K
+ 1.58%
$69.4K - $74.7K
90.1K $5.72M
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
1.39K
+ 2.42%
$69K - $74.2K
58.9K $3.74M
Nov 02, 2023 Q3 2023
Millington Financial Advisors, LLC

Naperville, IL
BUY
 -
1.35K
+ 3.52%
$66.8K - $71.8K
39.6K $2.52M
Oct 18, 2023 Q3 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
1.35K
+ 1.59%
$66.6K - $71.7K
86K $5.46M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.32K
+ 1.92%
$65.3K - $70.2K
70.1K $4.45M
Nov 13, 2023 Q3 2023
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
1.31K
+ 8.97%
$65.1K - $70K
16K $1.01M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
1.31K
New
$64.9K - $69.8K
1.31K $83.1K
Oct 12, 2023 Q3 2023
Clean Yield Group

BUY
 -
1.3K
New
$64.4K - $69.3K
1.3K $82.5K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
1.22K
+ 79.22%
$60.6K - $65.2K
2.77K $176K
Oct 19, 2023 Q3 2023
Accel Wealth Management

BUY
 -
1.13K
+ 0.72%
$55.8K - $60K
157K $9.95M
Nov 08, 2023 Q3 2023
Seven Springs Wealth Group, LLC

BUY
 -
1.12K
+ 0.1%
$55.5K - $59.7K
1.16M $73.4M
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.11K
+ 115.66%
$54.9K - $59K
2.07K $131K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.09K
+ 0.6%
$54K - $58.1K
184K $11.7M
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1.06K
+ 145.94%
$52.6K - $56.5K
1.79K $113K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1.06K
+ 2.41%
$52.5K - $56.4K
45K $2.86M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
1.06K
+ 7.78%
$52.4K - $56.4K
14.7K $930K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
1.05K
+ 1.66%
$52K - $55.9K
64.2K $4.07M
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
996
+ 12.39%
$49.3K - $53.1K
9.03K $573K
Oct 16, 2023 Q3 2023
Fc Advisory LLC

BUY
 -
989
+ 0.55%
$49K - $52.7K
181K $11.5M
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
986
+ 0.39%
$48.8K - $52.5K
252K $16M
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
949
+ 1.15%
$47K - $50.6K
83.6K $5.3M
Nov 02, 2023 Q3 2023
Benedetti & Gucer, Inc.

BUY
 -
939
+ 1.68%
$46.5K - $50K
56.8K $3.6M
Nov 09, 2023 Q3 2023
Spc Financial, Inc.

BUY
 -
917
+ 14.42%
$45.4K - $48.9K
7.28K $462K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
893
New
$44.2K - $47.6K
893 $56.7K
Nov 07, 2023 Q3 2023
Adell Harriman & Carpenter Inc

BUY
 -
870
+ 12.36%
$43.1K - $46.4K
7.91K $502K
Oct 25, 2023 Q3 2023
Rovin Capital

BUY
 -
797
+ 6.1%
$39.5K - $42.5K
13.9K $880K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
783
+ 112.66%
$38.8K - $41.7K
1.48K $93.8K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
772
+ 0.98%
$38.2K - $41.1K
79.4K $5.04M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
767
+ 11.0%
$38K - $40.9K
7.74K $491K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
751
New
$37.2K - $40K
751 $47.7K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
740
+ 10.31%
$36.7K - $39.4K
7.92K $502K
Oct 13, 2023 Q3 2023
Tennessee Valley Asset Management Partners

BUY
 -
690
+ 2.31%
$34.2K - $36.8K
30.6K $1.94M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
648
+ 2.09%
$32.1K - $34.5K
31.6K $2M
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
644
+ 0.92%
$31.9K - $34.3K
70.3K $4.46M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
641
+ 0.61%
$31.7K - $34.2K
106K $6.7M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
628
+ 7.72%
$31.1K - $33.5K
8.76K $556K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
612
+ 0.53%
$30.3K - $32.6K
116K $7.38M
Oct 25, 2023 Q3 2023
Oak Asset Management, LLC

BUY
 -
611
+ 1.52%
$30.3K - $32.6K
40.7K $2.58M
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
607
+ 7.82%
$30.1K - $32.3K
8.37K $531K

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