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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
601+ 2.65% |
$29.8K - $32K
|
23.2K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
600+ 2.78% |
$29.7K - $32K
|
22.2K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
593+ 4.53% |
$29.4K - $31.6K
|
13.7K
$856K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
580+ 12.4% |
$28.7K - $30.9K
|
5.26K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
575+ 54.76% |
$28.5K - $30.6K
|
1.63K
$102K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
531New |
$26.3K - $28.3K
|
531
$33.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
530+ 15.05% |
$26.3K - $28.2K
|
4.05K
$254K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
516New |
$25.6K - $27.5K
|
516
$32.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
479+ 0.5% |
$23.7K - $25.5K
|
97K
$6.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
478+ 4.29% |
$23.7K - $25.5K
|
11.6K
$728K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
472+ 4.69% |
$23.4K - $25.1K
|
10.5K
$660K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
457+ 24.05% |
$22.6K - $24.3K
|
2.36K
$148K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
454+ 3.06% |
$22.5K - $24.2K
|
15.3K
$956K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
450+ 8.79% |
$22.3K - $24K
|
5.57K
$349K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
442+ 6.68% |
$21.9K - $23.5K
|
7.06K
$442K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
430+ 2.68% |
$21.3K - $22.9K
|
16.5K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
429+ 7.41% |
$21.2K - $22.9K
|
6.22K
$389K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
411+ 4.13% |
$20.4K - $21.9K
|
10.4K
$648K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
403+ 5.45% |
$20K - $21.5K
|
7.8K
$488K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
400New |
$19.8K - $21.3K
|
400
$25K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
400+ 10.09% |
$19.8K - $21.3K
|
4.36K
$273K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
394+ 1313.33% |
$19.5K - $21K
|
424
$26.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
385+ 0.64% |
$19.1K - $20.5K
|
60.8K
$3.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
382+ 4.13% |
$18.9K - $20.4K
|
9.64K
$603K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
355+ 2.8% |
$17.6K - $18.9K
|
13K
$816K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
333+ 7.79% |
$16.5K - $17.7K
|
4.61K
$288K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
332+ 2.83% |
$16.4K - $17.7K
|
12.1K
$755K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
328+ 2.13% |
$16.2K - $17.5K
|
15.7K
$983K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
317+ 223.24% |
$15.7K - $16.9K
|
459
$28.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
300+ 6.86% |
$14.9K - $16K
|
4.68K
$293K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
300+ 2.42% |
$14.9K - $16K
|
12.7K
$796K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
300New |
$14.9K - $16K
|
300
$18.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
300New |
$14.9K - $16K
|
300
$18.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
295+ 3.22% |
$14.6K - $15.7K
|
9.44K
$591K
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
295+ 1.44% |
$14.6K - $15.7K
|
20.8K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
288+ 22.82% |
$14.3K - $15.3K
|
1.55K
$97K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
284+ 0.13% |
$14.1K - $15.1K
|
213K
$13.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
283New |
$14K - $15.1K
|
283
$17.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
268New |
$13.3K - $14.3K
|
268
$16.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
256+ 19.36% |
$12.7K - $13.6K
|
1.58K
$98.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
254+ 1.1% |
$12.6K - $13.5K
|
23.4K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
246+ 3.64% |
$12.2K - $13.1K
|
7K
$438K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
240+ 0.75% |
$11.9K - $12.8K
|
32.3K
$2.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
219+ 1.08% |
$10.8K - $11.7K
|
20.6K
$1.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
216+ 0.9% |
$10.7K - $11.5K
|
24.1K
$1.51M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
209+ 0.61% |
$10.4K - $11.1K
|
34.7K
$2.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
205+ 0.75% |
$10.2K - $10.9K
|
27.4K
$1.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
182+ 2.05% |
$9.01K - $9.7K
|
9.05K
$566K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
181+ 4.11% |
$8.96K - $9.64K
|
4.59K
$287K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
180+ 1.56% |
$8.92K - $9.59K
|
11.7K
$731K
|