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 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58.3K+ 6.39% |
$2.76M - $3.15M
|
970K
$61.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
57.8KNew |
$2.74M - $3.13M
|
57.8K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
57KNew |
$2.7M - $3.08M
|
57K
$3.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
55K+ 137.5% |
$2.6M - $2.98M
|
95K
$6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
54.6K+ 3.44% |
$2.59M - $2.95M
|
1.64M
$104M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
53.7K+ 3.75% |
$2.54M - $2.91M
|
1.49M
$93.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
53.5K+ 77.67% |
$2.53M - $2.89M
|
122K
$7.73M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
52.3KNew |
$2.48M - $2.83M
|
52.3K
$3.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
50.5K+ 225.94% |
$2.39M - $2.73M
|
72.9K
$4.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
50KNew |
$2.37M - $2.7M
|
50K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
48.8KNew |
$2.31M - $2.64M
|
48.8K
$3.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45.8K+ 21.25% |
$2.17M - $2.48M
|
261K
$16.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
45.5K+ 4.36% |
$2.15M - $2.46M
|
1.09M
$68.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
44.8KNew |
$2.12M - $2.42M
|
44.8K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
44.4K+ 6.53% |
$2.1M - $2.4M
|
725K
$45.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
41.1KNew |
$1.95M - $2.23M
|
41.1K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
40.9KNew |
$1.94M - $2.21M
|
40.9K
$2.58M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
40.7KNew |
$1.93M - $2.2M
|
40.7K
$2.57M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
39.4K+ 23.39% |
$1.87M - $2.13M
|
208K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
39.2K+ 710.35% |
$1.86M - $2.12M
|
44.8K
$2.83M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
38.3K+ 9.36% |
$1.81M - $2.07M
|
448K
$28.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
34.9K+ 8.57% |
$1.65M - $1.89M
|
442K
$27.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
34K+ 4.63% |
$1.61M - $1.84M
|
770K
$48.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
33.1KNew |
$1.57M - $1.79M
|
33.1K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
32.8KNew |
$1.55M - $1.78M
|
32.8K
$2.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
32.5K+ 22.11% |
$1.54M - $1.76M
|
179K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
32.1KNew |
$1.52M - $1.74M
|
32.1K
$2.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
31.8K+ 250.34% |
$1.51M - $1.72M
|
44.6K
$2.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
31.6K+ 301.05% |
$1.5M - $1.71M
|
42.1K
$2.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.4K+ 124.55% |
$1.49M - $1.7M
|
56.6K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
30.5KNew |
$1.44M - $1.65M
|
30.5K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
30.1KNew |
$1.43M - $1.63M
|
30.1K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
29.6K+ 117.8% |
$1.4M - $1.6M
|
54.6K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
28.7KNew |
$1.36M - $1.55M
|
28.7K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
27.9K+ 2.84% |
$1.32M - $1.51M
|
1.01M
$63.8M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
27.8KNew |
$1.32M - $1.5M
|
27.8K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
27.4K+ 587.6% |
$1.3M - $1.48M
|
32.1K
$2.02M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
27KNew |
$1.28M - $1.46M
|
27K
$1.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
26.5K+ 13.32% |
$1.26M - $1.43M
|
226K
$14.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
25.8KNew |
$1.22M - $1.4M
|
25.8K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
25.1K+ 37.82% |
$1.19M - $1.36M
|
91.5K
$5.77M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
25.1K+ 30.99% |
$1.19M - $1.36M
|
106K
$6.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
23.2K+ 432.31% |
$1.1M - $1.26M
|
28.6K
$1.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
23.1K+ 43.06% |
$1.09M - $1.25M
|
76.7K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22.3K+ 483.62% |
$1.06M - $1.21M
|
26.9K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
22.3K+ 7.52% |
$1.05M - $1.2M
|
318K
$20.1M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
22KNew |
$1.04M - $1.19M
|
22K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
21.8KNew |
$1.03M - $1.18M
|
21.8K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.3K+ 7.33% |
$1.01M - $1.15M
|
313K
$19.7M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
21.3K+ 316.81% |
$1.01M - $1.15M
|
28.1K
$1.77M
|