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
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
180
+ 3.44%
$8.92K - $9.59K
5.42K $339K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
167
+ 1.52%
$8.27K - $8.9K
11.2K $699K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
166
+ 2.41%
$8.22K - $8.84K
7.07K $442K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
159
+ 0.26%
$7.88K - $8.47K
60.8K $3.81M
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
150
New
$7.43K - $7.99K
150 $9.39K
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
150
+ 1.18%
$7.43K - $7.99K
12.9K $804K
Nov 15, 2023 Q3 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
146
+ 2.23%
$7.23K - $7.78K
6.7K $419K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
141
+ 4.87%
$6.98K - $7.51K
3.04K $190K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
136
+ 23.9%
$6.74K - $7.25K
705 $44.1K
Nov 07, 2023 Q3 2023
Forbes Financial Planning, Inc.

East Greenwich, RI
BUY
 -
136
+ 0.22%
$6.74K - $7.25K
60.8K $3.8M
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
131
+ 1.8%
$6.49K - $6.98K
7.41K $464K
Oct 18, 2023 Q3 2023
Roman Butler Fullerton & CO

BUY
 -
114
+ 0.48%
$5.65K - $6.07K
24K $1.5M
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
110
+ 0.63%
$5.45K - $5.86K
17.5K $1.1M
Nov 14, 2023 Q3 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
110
New
$5.45K - $5.86K
110 $6.88K
Nov 13, 2023 Q3 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
101
+ 1.44%
$5K - $5.38K
7.1K $445K
Oct 16, 2023 Q3 2023
Wealth Effects LLC

BUY
 -
100
+ 1.36%
$4.95K - $5.33K
7.44K $466K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
100
+ 0.99%
$4.95K - $5.33K
10.2K $638K
Nov 13, 2023 Q3 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
100
+ 1.33%
$4.95K - $5.33K
7.6K $476K
Oct 17, 2023 Q3 2023
Atwater Malick LLC

BUY
 -
100
+ 1.47%
$4.95K - $5.33K
6.9K $432K
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
92
+ 0.51%
$4.56K - $4.9K
18.1K $1.13M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
84
+ 1.84%
$4.16K - $4.48K
4.66K $292K
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

BUY
 -
80
+ 0.98%
$3.96K - $4.26K
8.27K $517K
Oct 16, 2023 Q3 2023
Erts Wealth Advisors, LLC

BUY
 -
79
+ 0.73%
$3.91K - $4.21K
10.8K $679K
Nov 09, 2023 Q3 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
75
+ 0.39%
$3.71K - $4K
19.1K $1.2M
Nov 14, 2023 Q3 2023
Texas Capital Bank Wealth Management Services Inc

BUY
 -
73
+ 1.03%
$3.62K - $3.89K
7.19K $450K
Oct 10, 2023 Q3 2023
Contravisory Investment Management, Inc.

BUY
 -
61
New
$3.02K - $3.25K
61 $3.82K
Oct 11, 2023 Q3 2023
Mc Lean Asset Management Corp

BUY
 -
57
+ 0.24%
$2.82K - $3.04K
23.9K $1.5M
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
57
+ 4.7%
$2.82K - $3.04K
1.27K $79.4K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
57
New
$2.82K - $3.04K
57 $3.57K
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
55
New
$2.72K - $2.93K
55 $3.44K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
50
New
$2.48K - $2.66K
50 $3.13K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
46
+ 1.86%
$2.28K - $2.45K
2.52K $158K
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
44
+ 0.76%
$2.18K - $2.34K
5.86K $367K
Nov 14, 2023 Q3 2023
First Business Financial Services, Inc.

BUY
 -
43
+ 0.0%
$2.13K - $2.29K
900K $56.3M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
40
+ 0.36%
$1.98K - $2.13K
11K $690K
Oct 27, 2023 Q3 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
38
+ 0.15%
$1.88K - $2.02K
26K $1.63M
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
34
+ 0.78%
$1.68K - $1.81K
4.37K $273K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
20
+ 0.37%
$991 - $1.07K
5.44K $341K
Oct 24, 2023 Q3 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
20
+ 0.23%
$991 - $1.07K
8.82K $552K
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
18
+ 0.05%
$892 - $959
35.4K $2.21M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
15
+ 0.2%
$743 - $799
7.38K $462K
Nov 13, 2023 Q3 2023
Gouws Capital LLC

BUY
 -
15
+ 0.05%
$743 - $799
27.4K $1.72M
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
13
+ 0.25%
$644 - $693
5.16K $323K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
12
+ 0.09%
$594 - $639
13.4K $840K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
10
New
$495 - $533
10 $626
Nov 07, 2023 Q3 2023
Symphony Financial, Ltd. Co.

BUY
 -
9
+ 0.21%
$446 - $480
4.34K $272K
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
6
+ 0.08%
$297 - $320
7.17K $449K
Oct 13, 2023 Q3 2023
Signal Point Asset Management, LLC

BUY
 -
6
+ 0.06%
$297 - $320
10.5K $655K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
5
+ 0.26%
$248 - $266
1.97K $123K

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