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 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.93KNew |
$233K - $266K
|
4.93K
$311K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.89KNew |
$231K - $264K
|
4.89K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.89KNew |
$231K - $264K
|
4.89K
$308K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.87K+ 4.68% |
$231K - $263K
|
109K
$6.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.86K+ 11.94% |
$230K - $263K
|
45.6K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.8K+ 6.84% |
$227K - $260K
|
74.9K
$4.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.73KNew |
$224K - $256K
|
4.73K
$299K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4.69K+ 15.48% |
$222K - $254K
|
35K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.69K+ 2.84% |
$222K - $254K
|
170K
$10.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
4.65K+ 35.84% |
$220K - $252K
|
17.6K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
4.64K+ 6.6% |
$220K - $251K
|
74.9K
$4.73M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
4.56K+ 5.0% |
$216K - $247K
|
95.8K
$6.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
4.46KNew |
$211K - $241K
|
4.46K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
4.36KNew |
$206K - $236K
|
4.36K
$275K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.32KNew |
$204K - $233K
|
4.32K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.2KNew |
$199K - $227K
|
4.2K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.2KNew |
$199K - $227K
|
4.2K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.18KNew |
$198K - $226K
|
4.18K
$264K
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.1K+ 29.89% |
$194K - $222K
|
17.8K
$1.12M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.09KNew |
$194K - $221K
|
4.09K
$258K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.04KNew |
$191K - $219K
|
4.04K
$255K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4KNew |
$189K - $216K
|
4K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4KNew |
$189K - $216K
|
4K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.98K+ 11.38% |
$189K - $216K
|
39K
$2.46M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.94K+ 4.38% |
$187K - $213K
|
94K
$5.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.94K+ 6.48% |
$186K - $213K
|
64.7K
$4.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.91K+ 20.44% |
$185K - $212K
|
23.1K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
3.91KNew |
$185K - $211K
|
3.91K
$246K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.89KNew |
$184K - $210K
|
3.89K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
3.87KNew |
$183K - $210K
|
3.87K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.87KNew |
$183K - $209K
|
3.87K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
3.86KNew |
$183K - $209K
|
3.86K
$243K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
3.85KNew |
$182K - $208K
|
3.85K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.84KNew |
$182K - $208K
|
3.84K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.83KNew |
$181K - $207K
|
3.83K
$242K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.82K+ 2.3% |
$181K - $207K
|
170K
$10.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.81KNew |
$180K - $206K
|
3.81K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.79KNew |
$180K - $205K
|
3.79K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.78K+ 4.18% |
$179K - $204K
|
94K
$5.93M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.74K+ 3.22% |
$177K - $202K
|
120K
$7.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.73KNew |
$177K - $202K
|
3.73K
$235K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.68K+ 9.3% |
$174K - $199K
|
43.2K
$2.73M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
3.55KNew |
$168K - $192K
|
3.55K
$224K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.44K+ 1.21% |
$163K - $186K
|
288K
$18.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3.42KNew |
$162K - $185K
|
3.42K
$216K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
3.35K+ 8.23% |
$159K - $181K
|
44K
$2.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.35K+ 3.98% |
$159K - $181K
|
87.5K
$5.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
3.3K+ 33.05% |
$156K - $179K
|
13.3K
$839K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.21K+ 0.56% |
$152K - $174K
|
575K
$36.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.19K+ 1.53% |
$151K - $172K
|
212K
$13.4M
|