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 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.49KNew |
$70.3K - $80.3K
|
1.49K
$91.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.48K+ 0.88% |
$70K - $79.9K
|
169K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 15.32% |
$69.8K - $79.7K
|
11.1K
$683K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.41K+ 11.65% |
$66.5K - $76K
|
13.5K
$828K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.4KNew |
$66.1K - $75.5K
|
1.4K
$85.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.3K+ 6.53% |
$61.7K - $70.4K
|
21.3K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.27KNew |
$60.1K - $68.7K
|
1.27K
$78.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.2K+ 11.41% |
$56.6K - $64.6K
|
11.7K
$718K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.13K+ 53.85% |
$53.7K - $61.3K
|
3.24K
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1.1K+ 11.86% |
$52.1K - $59.6K
|
10.4K
$639K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.09K+ 3.08% |
$51.4K - $58.7K
|
36.3K
$2.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.06K+ 1.49% |
$50.1K - $57.2K
|
72.1K
$4.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.06K+ 20.06% |
$50K - $57.1K
|
6.31K
$388K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 0.26% |
$49.6K - $56.7K
|
409K
$25.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.02KNew |
$48.3K - $55.1K
|
1.02K
$62.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.01K+ 0.88% |
$47.8K - $54.6K
|
116K
$7.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
990New |
$46.9K - $53.6K
|
990
$60.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
975+ 9.36% |
$46.2K - $52.7K
|
11.4K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
922+ 5.78% |
$43.7K - $49.9K
|
16.9K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
920+ 18.63% |
$43.6K - $49.8K
|
5.86K
$360K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
886+ 1.06% |
$42K - $47.9K
|
84.4K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
865+ 6.44% |
$41K - $46.8K
|
14.3K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
863+ 0.79% |
$40.9K - $46.7K
|
111K
$6.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
860New |
$40.7K - $46.5K
|
860
$52.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
831New |
$39.4K - $45K
|
831
$51.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
828+ 3.72% |
$39.2K - $44.8K
|
23.1K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
825+ 95.38% |
$39.1K - $44.6K
|
1.69K
$104K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
810+ 11.74% |
$38.4K - $43.8K
|
7.71K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
808+ 1.91% |
$38.3K - $43.7K
|
43.1K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
775+ 16.99% |
$36.7K - $41.9K
|
5.34K
$328K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
763+ 0.6% |
$36.1K - $41.3K
|
128K
$7.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
752+ 1.64% |
$35.6K - $40.7K
|
46.7K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
716+ 14.36% |
$33.9K - $38.7K
|
5.7K
$351K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
708+ 2.59% |
$33.5K - $38.3K
|
28.1K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
706+ 0.75% |
$33.4K - $38.2K
|
94.3K
$5.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
704+ 0.82% |
$33.3K - $38.1K
|
86.7K
$5.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
683+ 14.41% |
$32.3K - $37K
|
5.42K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
670New |
$31.7K - $36.2K
|
670
$41.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
646+ 8.5% |
$30.6K - $34.9K
|
8.25K
$507K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
637+ 2.41% |
$30.2K - $34.5K
|
27.1K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
635+ 0.8% |
$30.1K - $34.4K
|
79.9K
$4.92M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
600+ 240.0% |
$28.4K - $32.5K
|
850
$52.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
595+ 0.57% |
$28.2K - $32.2K
|
104K
$6.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
568+ 3.88% |
$26.9K - $30.7K
|
15.2K
$937K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
558+ 5.42% |
$26.4K - $30.2K
|
10.9K
$668K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
500New |
$23.7K - $27.1K
|
500
$30.8K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
485New |
$23K - $26.2K
|
485
$29.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
461+ 0.32% |
$21.8K - $24.9K
|
144K
$8.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
460+ 1.77% |
$21.8K - $24.9K
|
26.5K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
460New |
$21.8K - $24.9K
|
460
$28.3K
|