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
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20.5K+ 12.83% |
$969K - $1.11M
|
180K
$11.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
20K+ 10.1% |
$947K - $1.08M
|
218K
$13.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.9K+ 5.8% |
$944K - $1.08M
|
363K
$22.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
19.4K+ 9.83% |
$919K - $1.05M
|
217K
$13.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
19.4K+ 2.57% |
$918K - $1.05M
|
773K
$47.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
19.3K+ 36.45% |
$914K - $1.04M
|
72.3K
$4.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
19.3K+ 4.1% |
$914K - $1.04M
|
490K
$30.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 18.8% |
$887K - $1.01M
|
118K
$7.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
18.7K+ 31.72% |
$884K - $1.01M
|
77.5K
$4.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
18.5K+ 16.93% |
$875K - $1M
|
128K
$7.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
18.4KNew |
$870K - $994K
|
18.4K
$1.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
18.2K+ 3.98% |
$864K - $987K
|
476K
$29.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
18.2K+ 3.62% |
$862K - $985K
|
521K
$32.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
18.2K+ 206.78% |
$860K - $982K
|
26.9K
$1.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
18.1K+ 22.28% |
$856K - $978K
|
99.2K
$6.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
17.8K+ 345.6% |
$844K - $964K
|
23K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
17.8K+ 38.71% |
$841K - $961K
|
63.7K
$3.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.6K+ 7.35% |
$834K - $953K
|
257K
$15.8M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
16.3KNew |
$771K - $881K
|
16.3K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
16.2K+ 19.0% |
$768K - $877K
|
102K
$6.25M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
16K+ 5.4% |
$758K - $866K
|
313K
$19.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.8KNew |
$749K - $856K
|
15.8K
$973K
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
15.6K+ 15.13% |
$740K - $845K
|
119K
$7.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
15.6K+ 8.24% |
$738K - $843K
|
205K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
14.8K+ 1.85% |
$700K - $800K
|
814K
$50.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
14.6KNew |
$691K - $789K
|
14.6K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
14.5K+ 3.51% |
$685K - $782K
|
426K
$26.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
13.9KNew |
$659K - $753K
|
13.9K
$856K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13.9KNew |
$659K - $752K
|
13.9K
$855K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.5K+ 1.63% |
$640K - $731K
|
844K
$51.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
13.1KNew |
$623K - $711K
|
13.1K
$809K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13KNew |
$616K - $704K
|
13K
$800K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
13K+ 2.81% |
$616K - $703K
|
476K
$29.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.8KNew |
$604K - $690K
|
12.8K
$785K
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
12.4KNew |
$587K - $671K
|
12.4K
$763K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
12.4K+ 15.56% |
$586K - $670K
|
92K
$5.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
12.3K+ 150.56% |
$585K - $668K
|
20.6K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12.1K+ 4.81% |
$574K - $656K
|
264K
$16.3M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
11.9KNew |
$566K - $646K
|
11.9K
$735K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.9K+ 9.77% |
$565K - $645K
|
134K
$8.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
11.9K+ 21.04% |
$565K - $645K
|
68.6K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.6K+ 105.19% |
$550K - $628K
|
22.6K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11.4K+ 156.34% |
$539K - $616K
|
18.7K
$1.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
11.2K+ 6.77% |
$531K - $607K
|
177K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
11.2K+ 6.16% |
$530K - $605K
|
193K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10.5KNew |
$495K - $566K
|
10.5K
$643K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10.2KNew |
$482K - $551K
|
10.2K
$626K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
10.1KNew |
$478K - $546K
|
10.1K
$621K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
9.87K+ 3.01% |
$467K - $534K
|
337K
$20.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
9.83KNew |
$466K - $532K
|
9.83K
$605K
|