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
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$99.1 - $107
|
1.54K
$96.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.18% |
$99.1 - $107
|
1.09K
$68.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1- 0.01% |
$49.5 - $53.3
|
7.08K
$443K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2- 0.01% |
$99.1 - $107
|
23.2K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 0.04% |
$149 - $160
|
8.13K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4- 0.06% |
$198 - $213
|
6.16K
$386K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-10- 0.19% |
$495 - $533
|
5.33K
$334K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-10- 0.07% |
$495 - $533
|
14.3K
$896K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11- 1.92% |
$545 - $586
|
562
$35.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.35% |
$743 - $799
|
4.25K
$266K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-19- 0.1% |
$941 - $1.01K
|
19.2K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-21- 0.46% |
$1.04K - $1.12K
|
4.56K
$285K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-29- 1.11% |
$1.44K - $1.55K
|
2.6K
$162K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-32- 0.27% |
$1.58K - $1.7K
|
12K
$748K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-37- 1.0% |
$1.83K - $1.97K
|
3.68K
$230K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-48- 0.41% |
$2.38K - $2.56K
|
11.7K
$735K
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-48- 0.01% |
$2.38K - $2.56K
|
388K
$24.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-51- 1.02% |
$2.53K - $2.72K
|
4.94K
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-53- 0.79% |
$2.63K - $2.82K
|
6.69K
$419K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-57- 0.53% |
$2.82K - $3.04K
|
10.7K
$669K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-57- 0.34% |
$2.82K - $3.04K
|
16.9K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-61- 0.22% |
$3.02K - $3.25K
|
27.9K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-62- 0.62% |
$3.07K - $3.3K
|
10K
$626K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-72- 0.07% |
$3.57K - $3.84K
|
96.7K
$6.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-78- 1.36% |
$3.86K - $4.16K
|
5.65K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-78- 1.31% |
$3.86K - $4.16K
|
5.9K
$369K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-80- 1.26% |
$3.96K - $4.26K
|
6.28K
$393K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-83- 3.41% |
$4.11K - $4.42K
|
2.35K
$147K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-94- 0.56% |
$4.66K - $5.01K
|
16.8K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-100- 2.4% |
$4.95K - $5.33K
|
4.07K
$255K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-102- 0.53% |
$5.05K - $5.43K
|
19.1K
$1.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-114- 3.29% |
$5.65K - $6.07K
|
3.36K
$210K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-123- 1.68% |
$6.09K - $6.55K
|
7.22K
$452K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-125- 21.29% |
$6.19K - $6.66K
|
462
$28.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-130- 4.95% |
$6.44K - $6.93K
|
2.49K
$156K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-132- 28.27% |
$6.54K - $7.03K
|
335
$21K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-132- 1.74% |
$6.54K - $7.03K
|
7.46K
$467K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-134- 2.86% |
$6.64K - $7.14K
|
4.55K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-147- 3.35% |
$7.28K - $7.83K
|
4.24K
$265K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-154- 0.43% |
$7.63K - $8.21K
|
35.5K
$2.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-165- 0.2% |
$8.17K - $8.79K
|
81K
$5.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-166- 0.86% |
$8.22K - $8.84K
|
19.2K
$1.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-168- 3.18% |
$8.32K - $8.95K
|
5.12K
$320K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-175- 0.39% |
$8.67K - $9.32K
|
44.2K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-180- 1.32% |
$8.92K - $9.59K
|
13.4K
$841K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-182- 3.09% |
$9.01K - $9.7K
|
5.72K
$358K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-195- 0.65% |
$9.66K - $10.4K
|
29.7K
$1.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-200- 0.68% |
$9.91K - $10.7K
|
29.1K
$1.82M
|