Purchases and Sales Made in Q3 2023 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-213- 0.82% |
$10.5K - $11.3K
|
25.9K
$1.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-223- 2.33% |
$11K - $11.9K
|
9.36K
$586K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-223- 1.1% |
$11K - $11.9K
|
20K
$1.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-227- 0.22% |
$11.2K - $12.1K
|
104K
$6.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-230- 0.44% |
$11.4K - $12.3K
|
52K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-234- 0.63% |
$11.6K - $12.5K
|
37K
$2.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-237- 1.47% |
$11.7K - $12.6K
|
15.8K
$991K
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-248- 2.69% |
$12.3K - $13.2K
|
8.99K
$562K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-252- 0.62% |
$12.5K - $13.4K
|
40.4K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-258- 1.9% |
$12.8K - $13.7K
|
13.4K
$836K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-258- 1.9% |
$12.8K - $13.7K
|
13.4K
$836K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-269- 9.78% |
$13.3K - $14.3K
|
2.48K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-272- 5.27% |
$13.5K - $14.5K
|
4.89K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-290- 1.38% |
$14.4K - $15.5K
|
20.8K
$1.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-293- 4.45% |
$14.5K - $15.6K
|
6.29K
$394K
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-298- 1.98% |
$14.8K - $15.9K
|
14.8K
$923K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-303- 0.21% |
$15K - $16.1K
|
143K
$8.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-308- 8.67% |
$15.3K - $16.4K
|
3.25K
$203K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-316- 0.88% |
$15.7K - $16.8K
|
35.5K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-325- 1.36% |
$16.1K - $17.3K
|
23.6K
$1.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-331- 3.37% |
$16.4K - $17.6K
|
9.48K
$594K
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-346- 1.36% |
$17.1K - $18.4K
|
25.1K
$1.57M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-347- 2.47% |
$17.2K - $18.5K
|
13.7K
$858K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-350- 2.45% |
$17.3K - $18.6K
|
13.9K
$873K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-350- 6.23% |
$17.3K - $18.6K
|
5.27K
$330K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-355- 2.14% |
$17.6K - $18.9K
|
16.3K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-368- 2.23% |
$18.2K - $19.6K
|
16.1K
$1.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-373- 0.34% |
$18.5K - $19.9K
|
108K
$6.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-378- 5.25% |
$18.7K - $20.1K
|
6.82K
$427K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-385- 0.41% |
$19.1K - $20.5K
|
94.6K
$5.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-399- 5.44% |
$19.8K - $21.3K
|
6.94K
$434K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-405- 8.68% |
$20.1K - $21.6K
|
4.26K
$267K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-418- 2.87% |
$20.7K - $22.3K
|
14.1K
$885K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-419- 5.35% |
$20.8K - $22.3K
|
7.41K
$464K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-425- 8.52% |
$21.1K - $22.6K
|
4.56K
$286K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-433- 8.74% |
$21.4K - $23.1K
|
4.52K
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-447- 38.14% |
$22.1K - $23.8K
|
725
$45.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-482- 76.39% |
$23.9K - $25.7K
|
149
$9.33K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-486- 1.29% |
$24.1K - $25.9K
|
37.3K
$2.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-494- 0.84% |
$24.5K - $26.3K
|
58K
$3.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-524- 1.01% |
$26K - $27.9K
|
51.3K
$3.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-525- 1.27% |
$26K - $28K
|
40.9K
$2.56M
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-529- 0.37% |
$26.2K - $28.2K
|
143K
$8.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-530- 1.5% |
$26.3K - $28.2K
|
34.7K
$2.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-549- 5.73% |
$27.2K - $29.3K
|
9.04K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-550- 0.94% |
$27.2K - $29.3K
|
58K
$3.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-552- 9.97% |
$27.3K - $29.4K
|
4.98K
$312K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-587- 4.71% |
$29.1K - $31.3K
|
11.9K
$743K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-598- 11.51% |
$29.6K - $31.9K
|
4.6K
$288K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-600- 3.12% |
$29.7K - $32K
|
18.6K
$1.17M
|