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 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
457+ 2.97% |
$21.6K - $24.7K
|
15.8K
$975K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
452+ 5.29% |
$21.4K - $24.5K
|
9K
$554K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
451+ 1.3% |
$21.4K - $24.4K
|
35.2K
$2.16M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
436+ 43600.0% |
$20.6K - $23.6K
|
437
$26.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
427+ 6.05% |
$20.2K - $23.1K
|
7.48K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
415+ 0.71% |
$19.7K - $22.5K
|
58.5K
$3.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
410+ 5.36% |
$19.4K - $22.2K
|
8.06K
$496K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
409+ 0.42% |
$19.4K - $22.1K
|
97.4K
$5.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
407+ 1.48% |
$19.3K - $22K
|
27.8K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
403+ 2.54% |
$19.1K - $21.8K
|
16.2K
$999K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
383+ 54.33% |
$18.1K - $20.7K
|
1.09K
$66.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
370+ 4.81% |
$17.5K - $20K
|
8.06K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
364+ 18.59% |
$17.2K - $19.7K
|
2.32K
$143K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
340+ 2.23% |
$16.1K - $18.4K
|
15.6K
$961K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
326+ 1.17% |
$15.4K - $17.6K
|
28.2K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
320+ 1.41% |
$15.2K - $17.3K
|
22.9K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
316New |
$15K - $17.1K
|
316
$19.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
314+ 3.88% |
$14.9K - $17K
|
8.4K
$517K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
309+ 7725.0% |
$14.6K - $16.7K
|
313
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
308New |
$14.6K - $16.7K
|
308
$18.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
306+ 1.31% |
$14.5K - $16.6K
|
23.7K
$1.46M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
301+ 1.48% |
$14.3K - $16.3K
|
20.7K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
301+ 4.16% |
$14.3K - $16.3K
|
7.53K
$463K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300+ 300.0% |
$14.2K - $16.2K
|
400
$24.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
299+ 2300.0% |
$14.2K - $16.2K
|
312
$19.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
291+ 1.38% |
$13.8K - $15.7K
|
21.3K
$1.31M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
289New |
$13.7K - $15.6K
|
289
$17.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
278+ 1.88% |
$13.2K - $15K
|
15K
$925K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
274+ 1.75% |
$13K - $14.8K
|
16K
$983K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
265+ 1.4% |
$12.6K - $14.3K
|
19.2K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
265+ 1.24% |
$12.6K - $14.3K
|
21.6K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
264New |
$12.5K - $14.3K
|
264
$16.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
244+ 5.37% |
$11.6K - $13.2K
|
4.79K
$295K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
236New |
$11.2K - $12.8K
|
236
$14.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
234New |
$11.1K - $12.7K
|
234
$14.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
199+ 2.06% |
$9.42K - $10.8K
|
9.84K
$605K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
BUY
|
- |
195+ 0.24% |
$9.24K - $10.5K
|
80.8K
$4.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
194+ 1.49% |
$9.19K - $10.5K
|
13.2K
$813K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
184+ 3.69% |
$8.71K - $9.95K
|
5.17K
$318K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
175+ 1.06% |
$8.29K - $9.47K
|
16.7K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
172+ 2.93% |
$8.15K - $9.31K
|
6.03K
$371K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
169+ 1.54% |
$8K - $9.14K
|
11.2K
$687K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
160+ 1.13% |
$7.58K - $8.66K
|
14.3K
$880K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
155+ 1.98% |
$7.34K - $8.39K
|
7.97K
$490K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
154+ 3.55% |
$7.29K - $8.33K
|
4.49K
$276K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
151+ 0.07% |
$7.15K - $8.17K
|
229K
$14.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
150+ 1.9% |
$7.1K - $8.12K
|
8.06K
$496K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
147+ 1.63% |
$6.96K - $7.95K
|
9.19K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
146New |
$6.91K - $7.9K
|
146
$8.98K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
134+ 0.52% |
$6.35K - $7.25K
|
26K
$1.6M
|