Purchases and Sales Made in Q4 2023 in Ishares Core Dividend Growth E (DGRO)

DGRO Quotes by TradingView

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 11, 2024 Q4 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
134
+ 0.35%
$6.35K - $7.25K
38K $2.34M
Jan 30, 2024 Q4 2023
Aurora Private Wealth, Inc.

BUY
 -
129
+ 0.74%
$6.11K - $6.98K
17.6K $1.09M
Feb 06, 2024 Q4 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
127
+ 0.99%
$6.01K - $6.87K
13K $798K
Jan 19, 2024 Q4 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
125
+ 2.74%
$5.92K - $6.76K
4.69K $288K
Feb 13, 2024 Q4 2023
Ascent Group, LLC

BUY
 -
124
+ 3.04%
$5.87K - $6.71K
4.2K $258K
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
120
+ 0.62%
$5.68K - $6.49K
19.6K $1.21M
Jan 19, 2024 Q4 2023
West Branch Capital LLC

BUY
 -
120
+ 4.65%
$5.68K - $6.49K
2.7K $166K
Jan 23, 2024 Q4 2023
Erts Wealth Advisors, LLC

BUY
 -
111
+ 1.02%
$5.26K - $6.01K
11K $674K
Jan 12, 2024 Q4 2023
Apeiron Ria LLC

BUY
 -
110
+ 1.02%
$5.21K - $5.95K
10.9K $670K
Feb 13, 2024 Q4 2023
Hm Payson & CO

Portland, ME
BUY
 -
109
+ 2.01%
$5.16K - $5.9K
5.54K $341K
Feb 09, 2024 Q4 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
103
+ 1.48%
$4.88K - $5.57K
7.05K $434K
Feb 06, 2024 Q4 2023
Royal Fund Management, LLC

BUY
 -
102
+ 0.1%
$4.83K - $5.52K
99.1K $6.1M
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
102
+ 1.5%
$4.83K - $5.52K
6.92K $426K
Jan 10, 2024 Q4 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
100
+ 1.35%
$4.74K - $5.41K
7.5K $461K
Jan 31, 2024 Q4 2023
Cambridge Trust CO

Boston, MA
BUY
 -
100
+ 21.69%
$4.74K - $5.41K
561 $34.5K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
100
New
$4.74K - $5.41K
100 $6.15K
Jan 31, 2024 Q4 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
98
+ 0.28%
$4.64K - $5.3K
34.8K $2.14M
Feb 14, 2024 Q4 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
96
+ 0.41%
$4.55K - $5.19K
23.7K $1.46M
Jan 17, 2024 Q4 2023
Alhambra Investment Partners LLC

BUY
 -
90
+ 1.43%
$4.26K - $4.87K
6.37K $392K
Feb 12, 2024 Q4 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
88
+ 0.9%
$4.17K - $4.76K
9.88K $608K
Jan 25, 2024 Q4 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
88
+ 3.39%
$4.17K - $4.76K
2.68K $165K
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

BUY
 -
86
+ 0.84%
$4.07K - $4.65K
10.3K $632K
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
85
+ 1.57%
$4.03K - $4.6K
5.5K $339K
Jan 19, 2024 Q4 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
83
+ 0.64%
$3.93K - $4.49K
13.1K $808K
Feb 09, 2024 Q4 2023
Commerce Bank

Kansas City, MO
BUY
 -
82
+ 1.11%
$3.88K - $4.44K
7.49K $461K
Jan 12, 2024 Q4 2023
Willis Johnson & Associates, Inc.

BUY
 -
75
+ 1.68%
$3.55K - $4.06K
4.53K $279K
Feb 13, 2024 Q4 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
75
+ 0.17%
$3.55K - $4.06K
44.3K $2.72M
Feb 14, 2024 Q4 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
75
+ 0.86%
$3.55K - $4.06K
8.84K $544K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
75
New
$3.55K - $4.06K
75 $4.61K
Feb 02, 2024 Q4 2023
Investment Partners, Ltd.

BUY
 -
74
+ 0.41%
$3.5K - $4K
18.2K $1.12M
Feb 01, 2024 Q4 2023
Element Wealth, LLC

BUY
 -
72
+ 0.68%
$3.41K - $3.9K
10.6K $653K
Jan 11, 2024 Q4 2023
Bouvel Investment Partners, LLC

BUY
 -
67
+ 0.25%
$3.17K - $3.62K
26.6K $1.64M
Feb 14, 2024 Q4 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
66
+ 1.05%
$3.13K - $3.57K
6.36K $391K
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
62
+ 0.14%
$2.94K - $3.35K
45.1K $2.77M
Jan 17, 2024 Q4 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
54
New
$2.56K - $2.92K
54 $3.32K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
53
+ 0.1%
$2.51K - $2.87K
50.8K $3.13M
Jan 08, 2024 Q4 2023
Mc Lean Asset Management Corp

BUY
 -
50
+ 0.21%
$2.37K - $2.71K
24K $1.48M
Jan 30, 2024 Q4 2023
Investment Advisory Group, LLC

BUY
 -
49
+ 0.49%
$2.32K - $2.65K
10K $617K
Jan 23, 2024 Q4 2023
Levy Wealth Management Group, LLC

BUY
 -
46
+ 0.65%
$2.18K - $2.49K
7.11K $437K
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
40
+ 0.48%
$1.89K - $2.16K
8.41K $517K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
39
+ 0.73%
$1.85K - $2.11K
5.39K $332K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
36
+ 1.48%
$1.7K - $1.95K
2.47K $152K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
35
New
$1.66K - $1.89K
35 $2.15K
Feb 13, 2024 Q4 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
35
+ 0.49%
$1.66K - $1.89K
7.25K $446K
Jan 18, 2024 Q4 2023
Future Financial Wealth Managment LLC

BUY
 -
33
+ 0.31%
$1.56K - $1.79K
10.7K $660K
Jan 16, 2024 Q4 2023
Apcm Wealth Management For Individuals

BUY
 -
33
New
$1.56K - $1.79K
33 $2.03K
Jan 08, 2024 Q4 2023
Castle Rock Wealth Management, LLC

BUY
 -
30
+ 0.69%
$1.42K - $1.62K
4.4K $270K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
28
New
$1.33K - $1.51K
28 $1.72K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
26
+ 1.45%
$1.23K - $1.41K
1.82K $112K

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