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 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.1K- 7.27% |
$549K - $590K
|
141K
$8.84M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-11.1K- 4.65% |
$552K - $594K
|
229K
$14.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.2K- 38.36% |
$553K - $595K
|
17.9K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12.4K- 42.93% |
$613K - $659K
|
16.4K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-12.6K- 70.05% |
$623K - $670K
|
5.38K
$336K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-12.8K- 5.28% |
$632K - $679K
|
229K
$14.3M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
SELL
|
- |
-13.2K- 43.7% |
$653K - $702K
|
17K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 8.6% |
$661K - $711K
|
142K
$8.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-13.8K- 7.27% |
$682K - $734K
|
176K
$11M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-13.8K- 9.13% |
$684K - $736K
|
137K
$8.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14K- 6.1% |
$693K - $746K
|
215K
$13.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-14.1K- 8.26% |
$699K - $751K
|
157K
$9.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-14.5K- 14.05% |
$718K - $773K
|
88.7K
$5.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.1K- 24.81% |
$749K - $805K
|
45.8K
$2.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.4K- 3.64% |
$764K - $822K
|
408K
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15.7K- 2.97% |
$775K - $834K
|
511K
$32M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-18.6K- 29.45% |
$920K - $990K
|
44.5K
$2.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-18.9K- 6.93% |
$935K - $1.01M
|
253K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-19.1K- 79.49% |
$947K - $1.02M
|
4.94K
$309K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20.8K- 17.81% |
$1.03M - $1.11M
|
95.8K
$6M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-21.6K- 4.91% |
$1.07M - $1.15M
|
418K
$26.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-22.1K- 7.02% |
$1.09M - $1.18M
|
293K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-22.1K- 24.32% |
$1.1M - $1.18M
|
68.9K
$4.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-22.2K- 24.62% |
$1.1M - $1.18M
|
68K
$4.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-22.6K- 54.01% |
$1.12M - $1.21M
|
19.3K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26.4K- 2.28% |
$1.31M - $1.41M
|
1.13M
$70.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-26.9K- 11.77% |
$1.33M - $1.43M
|
202K
$12.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-27.8K- 2.76% |
$1.38M - $1.48M
|
982K
$61.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.9K- 4.96% |
$1.38M - $1.49M
|
535K
$33.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-28.1K- 65.61% |
$1.39M - $1.5M
|
14.7K
$921K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-29.6K- 9.28% |
$1.47M - $1.58M
|
290K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.6K- 37.58% |
$1.56M - $1.68M
|
52.5K
$3.28M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-32.8K- 8.55% |
$1.63M - $1.75M
|
351K
$22M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-32.9K- 3.56% |
$1.63M - $1.75M
|
891K
$55.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-33K- 17.06% |
$1.64M - $1.76M
|
161K
$10M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-33.2K- 12.28% |
$1.64M - $1.77M
|
237K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-34.6K- 60.97% |
$1.71M - $1.84M
|
22.1K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-35.1K- 55.82% |
$1.74M - $1.87M
|
27.8K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-35.9K- 81.37% |
$1.78M - $1.91M
|
8.22K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-37.2K- 70.74% |
$1.84M - $1.98M
|
15.4K
$963K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-38.7K- 7.62% |
$1.92M - $2.06M
|
469K
$29.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-39.8K- 18.94% |
$1.97M - $2.12M
|
170K
$10.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-40.1K- 10.9% |
$1.98M - $2.13M
|
327K
$20.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-44.5K- 42.68% |
$2.2M - $2.37M
|
59.8K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50.1K- 5.6% |
$2.48M - $2.67M
|
844K
$52.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-59.2K- 2.69% |
$2.93M - $3.15M
|
2.14M
$134M
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-59.3K- 4.65% |
$2.94M - $3.16M
|
1.21M
$76M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-63.1K- 91.95% |
$3.12M - $3.36M
|
5.52K
$346K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68.2K- 27.8% |
$3.38M - $3.64M
|
177K
$11.1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-79.1K- 10.76% |
$3.92M - $4.21M
|
655K
$41M
|