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
Feb 13, 2024 Q4 2023
Security National Bank

BUY
 -
146
New
$6.91K - $7.9K
146 $9.14K
Feb 08, 2024 Q4 2023
First Heartland Consultants, Inc.

BUY
 -
134
+ 0.52%
$6.35K - $7.25K
26K $1.63M
Jan 11, 2024 Q4 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
134
+ 0.35%
$6.35K - $7.25K
38K $2.38M
Jan 30, 2024 Q4 2023
Aurora Private Wealth, Inc.

BUY
 -
129
+ 0.74%
$6.11K - $6.98K
17.6K $1.1M
Feb 06, 2024 Q4 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
127
+ 0.99%
$6.01K - $6.87K
13K $812K
Jan 19, 2024 Q4 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
125
+ 2.74%
$5.92K - $6.76K
4.69K $293K
Feb 13, 2024 Q4 2023
Ascent Group, LLC

BUY
 -
124
+ 3.04%
$5.87K - $6.71K
4.2K $263K
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
120
+ 0.62%
$5.68K - $6.49K
19.6K $1.23M
Jan 19, 2024 Q4 2023
West Branch Capital LLC

BUY
 -
120
+ 4.65%
$5.68K - $6.49K
2.7K $169K
Jan 23, 2024 Q4 2023
Erts Wealth Advisors, LLC

BUY
 -
111
+ 1.02%
$5.26K - $6.01K
11K $686K
Feb 13, 2024 Q4 2023
Hm Payson & CO

Portland, ME
BUY
 -
109
+ 2.01%
$5.16K - $5.9K
5.54K $346K
Jan 17, 2024 Q4 2023
Patriot Investment Management Inc.

BUY
 -
108
+ 0.45%
$5.11K - $5.84K
24.2K $1.52M
Feb 09, 2024 Q4 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
103
+ 1.48%
$4.88K - $5.57K
7.05K $441K
Feb 06, 2024 Q4 2023
Royal Fund Management, LLC

BUY
 -
102
+ 0.1%
$4.83K - $5.52K
99.1K $6.2M
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
102
+ 1.5%
$4.83K - $5.52K
6.92K $433K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
100
New
$4.74K - $5.41K
100 $6.26K
Jan 31, 2024 Q4 2023
Cambridge Trust CO

Boston, MA
BUY
 -
100
+ 21.69%
$4.74K - $5.41K
561 $35.1K
Jan 10, 2024 Q4 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
100
+ 1.35%
$4.74K - $5.41K
7.5K $469K
Jan 31, 2024 Q4 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
98
+ 0.28%
$4.64K - $5.3K
34.8K $2.18M
Feb 14, 2024 Q4 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
96
+ 0.41%
$4.55K - $5.19K
23.7K $1.49M
Jan 17, 2024 Q4 2023
Alhambra Investment Partners LLC

BUY
 -
90
+ 1.43%
$4.26K - $4.87K
6.37K $399K
Jan 25, 2024 Q4 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
88
+ 3.39%
$4.17K - $4.76K
2.68K $168K
Feb 12, 2024 Q4 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
88
+ 0.9%
$4.17K - $4.76K
9.88K $618K
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

BUY
 -
86
+ 0.84%
$4.07K - $4.65K
10.3K $643K
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
85
+ 1.57%
$4.03K - $4.6K
5.5K $344K
Jan 19, 2024 Q4 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
83
+ 0.64%
$3.93K - $4.49K
13.1K $822K
Feb 09, 2024 Q4 2023
Commerce Bank

Kansas City, MO
BUY
 -
82
+ 1.11%
$3.88K - $4.44K
7.49K $469K
Feb 13, 2024 Q4 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
75
+ 0.17%
$3.55K - $4.06K
44.3K $2.77M
Jan 12, 2024 Q4 2023
Willis Johnson & Associates, Inc.

BUY
 -
75
+ 1.68%
$3.55K - $4.06K
4.53K $284K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
75
New
$3.55K - $4.06K
75 $4.69K
Feb 14, 2024 Q4 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
75
+ 0.86%
$3.55K - $4.06K
8.84K $553K
Feb 02, 2024 Q4 2023
Investment Partners, Ltd.

BUY
 -
74
+ 0.41%
$3.5K - $4K
18.2K $1.14M
Feb 01, 2024 Q4 2023
Element Wealth, LLC

BUY
 -
72
+ 0.68%
$3.41K - $3.9K
10.6K $664K
Jan 11, 2024 Q4 2023
Bouvel Investment Partners, LLC

BUY
 -
67
+ 0.25%
$3.17K - $3.62K
26.6K $1.67M
Feb 14, 2024 Q4 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
66
+ 1.05%
$3.13K - $3.57K
6.36K $398K
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
62
+ 0.14%
$2.94K - $3.35K
45.1K $2.82M
Jan 17, 2024 Q4 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
54
New
$2.56K - $2.92K
54 $3.38K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
53
+ 0.1%
$2.51K - $2.87K
50.8K $3.18M
Jan 08, 2024 Q4 2023
Mc Lean Asset Management Corp

BUY
 -
50
+ 0.21%
$2.37K - $2.71K
24K $1.5M
Jan 30, 2024 Q4 2023
Investment Advisory Group, LLC

BUY
 -
49
+ 0.49%
$2.32K - $2.65K
10K $628K
Jan 23, 2024 Q4 2023
Levy Wealth Management Group, LLC

BUY
 -
46
+ 0.65%
$2.18K - $2.49K
7.11K $445K
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
40
+ 0.48%
$1.89K - $2.16K
8.41K $526K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
39
+ 0.73%
$1.85K - $2.11K
5.39K $338K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
36
+ 1.48%
$1.7K - $1.95K
2.47K $154K
Feb 13, 2024 Q4 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
35
+ 0.49%
$1.66K - $1.89K
7.25K $454K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
35
New
$1.66K - $1.89K
35 $2.19K
Jan 18, 2024 Q4 2023
Future Financial Wealth Managment LLC

BUY
 -
33
+ 0.31%
$1.56K - $1.79K
10.7K $672K
Jan 16, 2024 Q4 2023
Apcm Wealth Management For Individuals

BUY
 -
33
New
$1.56K - $1.79K
33 $2.07K
Jan 08, 2024 Q4 2023
Castle Rock Wealth Management, LLC

BUY
 -
30
+ 0.69%
$1.42K - $1.62K
4.4K $275K

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