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 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.16K+ 1.97% |
$150K - $171K
|
164K
$10.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.13K+ 0.92% |
$148K - $170K
|
345K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 7.49% |
$148K - $169K
|
44.9K
$2.81M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.1K+ 11.06% |
$147K - $168K
|
31.1K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.03KNew |
$143K - $164K
|
3.03K
$190K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3KNew |
$142K - $162K
|
3K
$188K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
2.98K+ 31.6% |
$141K - $161K
|
12.4K
$778K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.91K+ 3.31% |
$138K - $157K
|
90.7K
$5.68M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.91KNew |
$138K - $157K
|
2.91K
$182K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.89KNew |
$137K - $157K
|
2.89K
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.82K+ 2.05% |
$134K - $153K
|
140K
$8.78M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
2.81K+ 1.39% |
$133K - $152K
|
205K
$12.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.79K+ 5.87% |
$132K - $151K
|
50.4K
$3.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.73K+ 1.73% |
$129K - $147K
|
161K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.72K+ 33.4% |
$129K - $147K
|
10.8K
$679K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
2.62K+ 9.59% |
$124K - $141K
|
29.9K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
2.51K+ 1.78% |
$119K - $136K
|
144K
$8.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.45K+ 337.93% |
$116K - $133K
|
3.18K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.42K+ 0.77% |
$115K - $131K
|
316K
$19.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.37K+ 0.86% |
$112K - $128K
|
278K
$17.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.31K+ 54.49% |
$109K - $125K
|
6.55K
$410K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.27K+ 7.56% |
$108K - $123K
|
32.3K
$2.02M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.25K+ 2.39% |
$106K - $122K
|
96.1K
$6.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.22K+ 3.14% |
$105K - $120K
|
72.8K
$4.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.21K+ 22.76% |
$105K - $120K
|
11.9K
$746K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
2.19K+ 1.36% |
$104K - $118K
|
163K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.16K+ 11.3% |
$102K - $117K
|
21.3K
$1.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
2.12K+ 3.01% |
$101K - $115K
|
72.6K
$4.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.1K+ 3.28% |
$99.6K - $114K
|
66.3K
$4.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.07K+ 2.94% |
$98.1K - $112K
|
72.4K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.07K+ 7.06% |
$98K - $112K
|
31.4K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.04K+ 45.08% |
$96.5K - $110K
|
6.56K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.04K+ 1.48% |
$96.4K - $110K
|
139K
$8.73M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
2.02K+ 2.11% |
$95.5K - $109K
|
97.4K
$6.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.01K+ 0.83% |
$95.3K - $109K
|
244K
$15.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2K+ 6.75% |
$94.5K - $108K
|
31.6K
$1.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.99K+ 16.74% |
$94.2K - $108K
|
13.9K
$868K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.88K+ 6.51% |
$88.8K - $101K
|
30.7K
$1.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.87K+ 2.8% |
$88.6K - $101K
|
68.7K
$4.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.87K+ 3.49% |
$88.4K - $101K
|
55.3K
$3.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.84K+ 40.95% |
$87K - $99.4K
|
6.32K
$396K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.84K+ 33.74% |
$87K - $99.4K
|
7.28K
$456K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.75KNew |
$82.6K - $94.4K
|
1.75K
$109K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.72K+ 1.8% |
$81.6K - $93.2K
|
97.6K
$6.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.71K+ 10.29% |
$80.9K - $92.5K
|
18.3K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.68K+ 5.03% |
$79.5K - $90.8K
|
35K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.67K+ 18.61% |
$79.2K - $90.5K
|
10.7K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 1.1% |
$76.5K - $87.4K
|
149K
$9.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.6K+ 1.79% |
$75.9K - $86.7K
|
91.3K
$5.71M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.59KNew |
$75.5K - $86.2K
|
1.59K
$99.8K
|