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 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
9.63K+ 50.5% |
$456K - $521K
|
28.7K
$1.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
9.22KNew |
$437K - $499K
|
9.22K
$582K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
9.07K+ 25.9% |
$430K - $491K
|
44.1K
$2.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
9.06KNew |
$429K - $490K
|
9.06K
$572K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.95K+ 129.89% |
$424K - $484K
|
15.8K
$1M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
8.65KNew |
$410K - $468K
|
8.65K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8.58KNew |
$406K - $464K
|
8.58K
$541K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.52K+ 50.75% |
$403K - $461K
|
25.3K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.48K+ 3.52% |
$401K - $459K
|
249K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8.39K+ 4.86% |
$397K - $454K
|
181K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.19K+ 2.23% |
$388K - $443K
|
375K
$23.7M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8K+ 9.29% |
$379K - $433K
|
94.1K
$5.94M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
7.89KNew |
$374K - $427K
|
7.89K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.89KNew |
$373K - $427K
|
7.89K
$498K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
7.84K+ 78.73% |
$371K - $424K
|
17.8K
$1.12M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
7.73K+ 7.41% |
$366K - $418K
|
112K
$7.07M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
7.6KNew |
$360K - $411K
|
7.6K
$480K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.4K+ 7.52% |
$351K - $401K
|
106K
$6.68M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
7.32KNew |
$346K - $396K
|
7.32K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.28KNew |
$345K - $394K
|
7.28K
$459K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.09K+ 10.68% |
$336K - $384K
|
73.5K
$4.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.02K+ 37.9% |
$333K - $380K
|
25.5K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.99KNew |
$331K - $378K
|
6.99K
$441K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.8K+ 87.18% |
$322K - $368K
|
14.6K
$921K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
6.74K+ 1.67% |
$319K - $365K
|
410K
$25.9M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.72K+ 7.56% |
$318K - $364K
|
95.7K
$6.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.68KNew |
$316K - $361K
|
6.68K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.6K+ 3.73% |
$313K - $357K
|
184K
$11.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.58K+ 2.07% |
$312K - $356K
|
324K
$20.5M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6.41KNew |
$304K - $347K
|
6.41K
$405K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
6.41K+ 10.54% |
$303K - $347K
|
67.2K
$4.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
6.4KNew |
$303K - $346K
|
6.4K
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
6.1K+ 132.6% |
$289K - $330K
|
10.7K
$675K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
6.08K+ 3.09% |
$288K - $329K
|
203K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
6K+ 80.61% |
$284K - $325K
|
13.4K
$848K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
6KNew |
$284K - $324K
|
6K
$379K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
5.78KNew |
$274K - $313K
|
5.78K
$365K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5.72K+ 1.91% |
$271K - $309K
|
305K
$19.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.65K+ 2.84% |
$267K - $306K
|
205K
$12.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.55KNew |
$263K - $300K
|
5.55K
$350K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5.55KNew |
$263K - $300K
|
5.55K
$350K
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.39K+ 2.53% |
$255K - $292K
|
219K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.3KNew |
$251K - $287K
|
5.3K
$335K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.28K+ 7.46% |
$250K - $285K
|
76K
$4.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.25K+ 9.26% |
$249K - $284K
|
62K
$3.91M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.19KNew |
$246K - $281K
|
5.19K
$327K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.18K+ 12.87% |
$245K - $280K
|
45.4K
$2.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.09K+ 5.38% |
$241K - $275K
|
99.7K
$6.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
4.99K+ 2.07% |
$236K - $270K
|
246K
$15.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
4.96KNew |
$235K - $268K
|
4.96K
$313K
|