Purchases and Sales Made in Q4 2023 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
23.5M+ 105612.53% |
$1.11B - $1.27B
|
23.5M
$1.44B
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.35M+ 662.24% |
$301M - $343M
|
7.31M
$449M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.22M+ 77.44% |
$152M - $174M
|
7.37M
$453M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.16M+ 23.57% |
$54.8M - $62.7M
|
6.07M
$373M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.02MNew |
$48.1M - $54.9M
|
1.02M
$62.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
952K+ 1464416.88% |
$45.1M - $51.5M
|
952K
$58.6M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
872KNew |
$41.3M - $47.2M
|
872K
$53.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
715K+ 39.78% |
$33.9M - $38.7M
|
2.51M
$155M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
709KNew |
$33.6M - $38.4M
|
709K
$43.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
598K+ 3.15% |
$28.3M - $32.3M
|
19.6M
$1.2B
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
592K+ 3.13% |
$28.1M - $32.1M
|
19.6M
$1.2B
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
529K+ 4.98% |
$25.1M - $28.6M
|
11.2M
$686M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
519K+ 10.96% |
$24.6M - $28.1M
|
5.25M
$323M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
501KNew |
$23.7M - $27.1M
|
501K
$30.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
441K+ 16.06% |
$20.9M - $23.9M
|
3.19M
$196M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
292K+ 112.17% |
$13.8M - $15.8M
|
553K
$34M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
292KNew |
$13.8M - $15.8M
|
292K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
286K+ 187.35% |
$13.5M - $15.5M
|
439K
$27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
272K+ 70.02% |
$12.9M - $14.7M
|
660K
$40.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
253K+ 154.57% |
$12M - $13.7M
|
417K
$25.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
240KNew |
$11.4M - $13M
|
240K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
237K+ 2109.54% |
$11.2M - $12.8M
|
248K
$15.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
227K+ 126.73% |
$10.7M - $12.3M
|
406K
$25M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
220K+ 7.99% |
$10.4M - $11.9M
|
2.97M
$183M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
219K+ 2.23% |
$10.4M - $11.9M
|
10.1M
$620M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
183K+ 2.68% |
$8.69M - $9.92M
|
7.02M
$432M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
173KNew |
$8.18M - $9.34M
|
173K
$10.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
167KNew |
$7.89M - $9.02M
|
167K
$10.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
163KNew |
$7.74M - $8.84M
|
163K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
149KNew |
$7.05M - $8.05M
|
149K
$9.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
140K+ 6.55% |
$6.63M - $7.58M
|
2.28M
$140M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
134K+ 4.07% |
$6.36M - $7.26M
|
3.43M
$211M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
133K+ 89.61% |
$6.29M - $7.18M
|
281K
$17.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
131K+ 30.3% |
$6.2M - $7.09M
|
563K
$34.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
124KNew |
$5.9M - $6.73M
|
124K
$7.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
96.1KNew |
$4.55M - $5.2M
|
96.1K
$5.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
96.1K+ 16.76% |
$4.55M - $5.2M
|
669K
$41.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
92.3K+ 2136.95% |
$4.37M - $4.99M
|
96.6K
$5.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
89.1K+ 3218.13% |
$4.22M - $4.82M
|
91.9K
$5.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
85.3K+ 1.01% |
$4.04M - $4.61M
|
8.54M
$526M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
84K+ 1.5% |
$3.98M - $4.54M
|
5.69M
$350M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
77.1K+ 3.88% |
$3.65M - $4.17M
|
2.06M
$127M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
69.9K+ 5666.91% |
$3.31M - $3.78M
|
71.1K
$4.37M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
68.3KNew |
$3.23M - $3.7M
|
68.3K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
68.2K+ 11.22% |
$3.23M - $3.69M
|
676K
$41.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
67.8KNew |
$3.21M - $3.67M
|
67.8K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
64.2K+ 3.36% |
$3.04M - $3.48M
|
1.98M
$122M
|
|
|
Feb 09, 2024
Q4 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
63.4KNew |
$3M - $3.43M
|
63.4K
$3.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
62.1KNew |
$2.94M - $3.36M
|
62.1K
$3.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
59.4K+ 61.54% |
$2.81M - $3.21M
|
156K
$9.59M
|