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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.41K- 1.4% |
$169K - $182K
|
241K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3.44K- 27.24% |
$171K - $183K
|
9.2K
$584K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.6K- 7.14% |
$178K - $192K
|
46.8K
$2.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.65K- 24.35% |
$181K - $195K
|
11.3K
$720K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.79K- 4.33% |
$188K - $202K
|
83.7K
$5.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.8K- 26.36% |
$188K - $203K
|
10.6K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.88K- 10.61% |
$192K - $207K
|
32.7K
$2.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.97K- 41.95% |
$196K - $211K
|
5.49K
$348K
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-3.99K- 1.96% |
$198K - $212K
|
199K
$12.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-4.16K- 0.59% |
$206K - $222K
|
696K
$44.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.25K- 14.41% |
$210K - $226K
|
25.2K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-4.36K- 2.16% |
$216K - $233K
|
198K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-4.45K- 2.79% |
$220K - $237K
|
155K
$9.84M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.47KClosed |
$221K - $238K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.48K- 20.25% |
$222K - $238K
|
17.6K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-4.49K- 2.65% |
$223K - $239K
|
165K
$10.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.52K- 7.79% |
$224K - $241K
|
53.4K
$3.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-4.56K- 3.24% |
$226K - $243K
|
136K
$8.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.66K- 13.6% |
$231K - $248K
|
29.6K
$1.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.71K- 19.47% |
$233K - $251K
|
19.5K
$1.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-4.81K- 9.26% |
$238K - $256K
|
47.1K
$2.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.83K- 2.02% |
$239K - $257K
|
234K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-5.15K- 12.83% |
$255K - $274K
|
35K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.2K- 8.6% |
$258K - $277K
|
55.3K
$3.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.23K- 32.04% |
$259K - $279K
|
11.1K
$705K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.32K- 7.09% |
$263K - $283K
|
69.6K
$4.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.36K- 7.48% |
$266K - $286K
|
66.4K
$4.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.46K- 30.66% |
$270K - $291K
|
12.3K
$784K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.84K- 40.09% |
$289K - $311K
|
8.73K
$554K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-5.89K- 1.63% |
$292K - $314K
|
354K
$22.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.91K- 20.41% |
$293K - $315K
|
23K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-5.95K- 4.05% |
$295K - $317K
|
141K
$8.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-5.98K- 3.03% |
$296K - $319K
|
192K
$12.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.01K- 5.75% |
$298K - $320K
|
98.5K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.11K- 32.07% |
$303K - $326K
|
13K
$822K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.11K- 6.77% |
$303K - $326K
|
84.1K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.62K- 1.68% |
$328K - $352K
|
388K
$24.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.7K- 4.94% |
$332K - $357K
|
129K
$8.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-6.91K- 17.66% |
$342K - $368K
|
32.2K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.93K- 2.97% |
$343K - $369K
|
227K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.52K- 18.1% |
$373K - $401K
|
34K
$2.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.54K- 0.86% |
$374K - $402K
|
871K
$55.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-7.55K- 31.45% |
$374K - $402K
|
16.4K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.88K- 0.73% |
$390K - $420K
|
1.07M
$67.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-8.19K- 71.71% |
$405K - $436K
|
3.23K
$205K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.32K- 15.13% |
$412K - $443K
|
46.7K
$2.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.75K- 1.04% |
$433K - $466K
|
830K
$52.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.52K- 4.26% |
$471K - $507K
|
214K
$13.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-9.99K- 3.84% |
$495K - $532K
|
250K
$15.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-10K- 2.63% |
$496K - $533K
|
371K
$23.5M
|