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 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
558+ 5.42% |
$26.4K - $30.2K
|
10.9K
$739K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
500New |
$23.7K - $27.1K
|
500
$34K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
485New |
$23K - $26.2K
|
485
$33K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
461+ 0.32% |
$21.8K - $24.9K
|
144K
$9.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
460+ 1.77% |
$21.8K - $24.9K
|
26.5K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
460New |
$21.8K - $24.9K
|
460
$31.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
457+ 2.97% |
$21.6K - $24.7K
|
15.8K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
452+ 5.29% |
$21.4K - $24.5K
|
9K
$613K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
451+ 1.3% |
$21.4K - $24.4K
|
35.2K
$2.39M
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
439+ 1.36% |
$20.8K - $23.7K
|
32.8K
$2.23M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
436+ 43600.0% |
$20.6K - $23.6K
|
437
$29.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
427+ 6.05% |
$20.2K - $23.1K
|
7.48K
$510K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
415+ 0.71% |
$19.7K - $22.5K
|
58.5K
$3.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
410+ 5.36% |
$19.4K - $22.2K
|
8.06K
$549K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
409+ 0.42% |
$19.4K - $22.1K
|
97.4K
$6.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
407+ 1.48% |
$19.3K - $22K
|
27.8K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
403+ 2.54% |
$19.1K - $21.8K
|
16.2K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
383+ 54.33% |
$18.1K - $20.7K
|
1.09K
$74.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
370+ 4.81% |
$17.5K - $20K
|
8.06K
$549K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
364+ 18.59% |
$17.2K - $19.7K
|
2.32K
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
340+ 2.23% |
$16.1K - $18.4K
|
15.6K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
326+ 1.17% |
$15.4K - $17.6K
|
28.2K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
320+ 1.41% |
$15.2K - $17.3K
|
22.9K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
316New |
$15K - $17.1K
|
316
$21.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
314+ 3.88% |
$14.9K - $17K
|
8.4K
$572K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
309+ 7725.0% |
$14.6K - $16.7K
|
313
$21.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
308New |
$14.6K - $16.7K
|
308
$21K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
306+ 1.31% |
$14.5K - $16.6K
|
23.7K
$1.62M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
301+ 1.48% |
$14.3K - $16.3K
|
20.7K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
301+ 4.16% |
$14.3K - $16.3K
|
7.53K
$513K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
300+ 300.0% |
$14.2K - $16.2K
|
400
$27.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
299+ 2300.0% |
$14.2K - $16.2K
|
312
$21.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
291+ 1.38% |
$13.8K - $15.7K
|
21.3K
$1.45M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
289New |
$13.7K - $15.6K
|
289
$19.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
278+ 1.88% |
$13.2K - $15K
|
15K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
274+ 1.75% |
$13K - $14.8K
|
16K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
265+ 1.24% |
$12.6K - $14.3K
|
21.6K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
265+ 1.4% |
$12.6K - $14.3K
|
19.2K
$1.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
264New |
$12.5K - $14.3K
|
264
$18K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
244+ 5.37% |
$11.6K - $13.2K
|
4.79K
$326K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
236New |
$11.2K - $12.8K
|
236
$16.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
234New |
$11.1K - $12.7K
|
234
$15.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
199+ 2.06% |
$9.42K - $10.8K
|
9.84K
$670K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
BUY
|
- |
195+ 0.24% |
$9.24K - $10.5K
|
80.8K
$5.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
194+ 1.49% |
$9.19K - $10.5K
|
13.2K
$900K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
184+ 3.69% |
$8.71K - $9.95K
|
5.17K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
175+ 1.06% |
$8.29K - $9.47K
|
16.7K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
172+ 2.93% |
$8.15K - $9.31K
|
6.03K
$411K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
169+ 1.54% |
$8K - $9.14K
|
11.2K
$760K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
160+ 1.13% |
$7.58K - $8.66K
|
14.3K
$973K
|