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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
21+ 1.5% |
$995 - $1.14K
|
1.42K
$87.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
19+ 1.5% |
$900 - $1.03K
|
1.29K
$79K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
18+ 0.04% |
$852 - $974
|
50.3K
$3.08M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17+ 0.02% |
$805 - $920
|
70.8K
$4.35M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.24% |
$805 - $920
|
7.19K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
17+ 3.4% |
$805 - $920
|
517
$31.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
16+ 0.14% |
$758 - $866
|
11.7K
$718K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
15+ 0.16% |
$710 - $812
|
9.53K
$585K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
14+ 0.25% |
$663 - $757
|
5.54K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
13New |
$616 - $703
|
13
$798
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 0.68% |
$616 - $703
|
1.94K
$119K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
13New |
$616 - $703
|
13
$798
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
12+ 1.5% |
$568 - $649
|
811
$49.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.26% |
$521 - $595
|
4.26K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 0.92% |
$474 - $541
|
1.1K
$67.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
10+ 1.55% |
$474 - $541
|
654
$40.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.24% |
$426 - $487
|
3.68K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
9+ 0.19% |
$426 - $487
|
4.63K
$284K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9+ 0.17% |
$426 - $487
|
5.29K
$325K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
8+ 0.13% |
$379 - $433
|
6.1K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.39% |
$284 - $325
|
1.56K
$95.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5New |
$237 - $271
|
5
$307
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.06% |
$237 - $271
|
8.22K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 1.28% |
$237 - $271
|
396
$24.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.3% |
$189 - $216
|
312
$19.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
3+ 0.05% |
$142 - $162
|
5.46K
$335K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2New |
$94.7 - $108
|
2
$123
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$94.7 - $108
|
6.9K
$423K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.02% |
$94.7 - $108
|
12.9K
$793K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.06% |
$47.4 - $54.1
|
1.58K
$96.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$47.4 - $54.1
|
1
$61.4
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 2.0% |
$47.4 - $54.1
|
51
$3.13K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$47.4 - $54.1
|
11.7K
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.02% |
$47.4 - $54.1
|
4.61K
$283K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1- 0.02% |
$47.4 - $54.1
|
4.2K
$257K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3- 0.03% |
$142 - $162
|
11.6K
$714K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-7- 0.15% |
$332 - $379
|
4.58K
$281K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-7- 0.06% |
$332 - $379
|
10.8K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-10- 13.33% |
$474 - $541
|
65
$3.99K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-14- 0.29% |
$663 - $757
|
4.88K
$299K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-17- 0.08% |
$805 - $920
|
20.6K
$1.26M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-20- 0.66% |
$947 - $1.08K
|
3.03K
$186K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-22- 0.41% |
$1.04K - $1.19K
|
5.4K
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-26- 0.07% |
$1.23K - $1.41K
|
35.3K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28- 1.33% |
$1.33K - $1.51K
|
2.08K
$128K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-33- 1.85% |
$1.56K - $1.79K
|
1.76K
$108K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-37- 0.27% |
$1.75K - $2K
|
13.9K
$853K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-37- 0.87% |
$1.75K - $2K
|
4.23K
$259K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-39- 0.27% |
$1.85K - $2.11K
|
14.4K
$882K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-49- 1.95% |
$2.32K - $2.65K
|
2.47K
$152K
|