Purchases and Sales Made in Q4 2023 in Ishares Core Dividend Growth E (DGRO)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-50- 0.82% |
$2.37K - $2.71K
|
6.01K
$369K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-53- 0.42% |
$2.51K - $2.87K
|
12.7K
$777K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-58- 0.74% |
$2.75K - $3.14K
|
7.75K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-60- 0.66% |
$2.84K - $3.25K
|
9.01K
$553K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.31% |
$2.84K - $3.25K
|
19.2K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-61- 0.15% |
$2.89K - $3.3K
|
40.1K
$2.46M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-68- 2.9% |
$3.22K - $3.68K
|
2.28K
$140K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-71- 1.41% |
$3.36K - $3.84K
|
4.97K
$305K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-71- 1.56% |
$3.36K - $3.84K
|
4.48K
$275K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-75- 0.98% |
$3.55K - $4.06K
|
7.61K
$467K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-77- 1.25% |
$3.65K - $4.17K
|
6.09K
$373K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-80- 0.67% |
$3.79K - $4.33K
|
11.9K
$729K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-80- 0.92% |
$3.79K - $4.33K
|
8.65K
$531K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-97- 1.17% |
$4.59K - $5.25K
|
8.17K
$501K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-98- 61.64% |
$4.64K - $5.3K
|
61
$3.74K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-99- 3.07% |
$4.69K - $5.36K
|
3.13K
$192K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-99- 2.36% |
$4.69K - $5.36K
|
4.1K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-108- 1.91% |
$5.11K - $5.84K
|
5.54K
$340K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-113- 2.59% |
$5.35K - $6.11K
|
4.24K
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-113- 1.98% |
$5.35K - $6.11K
|
5.6K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-114- 3.51% |
$5.4K - $6.17K
|
3.13K
$192K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-114- 0.87% |
$5.4K - $6.17K
|
13K
$800K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-117- 1.61% |
$5.54K - $6.33K
|
7.15K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-132- 93.62% |
$6.25K - $7.14K
|
9
$552
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-148- 1.98% |
$7.01K - $8.01K
|
7.31K
$449K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-149- 1.33% |
$7.06K - $8.06K
|
11K
$676K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-158- 5.54% |
$7.48K - $8.55K
|
2.7K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-166- 2.24% |
$7.86K - $8.98K
|
7.25K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-170- 0.46% |
$8.05K - $9.2K
|
36.8K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-174- 2.5% |
$8.24K - $9.41K
|
6.78K
$416K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-174- 2.7% |
$8.24K - $9.41K
|
6.28K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-198- 35.23% |
$9.38K - $10.7K
|
364
$22.3K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-199- 3.39% |
$9.42K - $10.8K
|
5.67K
$348K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 1.07% |
$9.47K - $10.8K
|
18.4K
$1.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-223- 47.85% |
$10.6K - $12.1K
|
243
$14.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-230- 2.47% |
$10.9K - $12.4K
|
9.1K
$558K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-250- 1.07% |
$11.8K - $13.5K
|
23.2K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-250- 2.98% |
$11.8K - $13.5K
|
8.15K
$500K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-250- 50.0% |
$11.8K - $13.5K
|
250
$15.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-260- 3.86% |
$12.3K - $14.1K
|
6.48K
$398K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-267- 0.29% |
$12.6K - $14.4K
|
92.6K
$5.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-274- 2.98% |
$13K - $14.8K
|
8.92K
$548K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-288- 0.99% |
$13.6K - $15.6K
|
28.8K
$1.77M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-290- 6.23% |
$13.7K - $15.7K
|
4.37K
$268K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-296- 0.83% |
$14K - $16K
|
35.2K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-300- 28.57% |
$14.2K - $16.2K
|
750
$46K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-307- 19.99% |
$14.5K - $16.6K
|
1.23K
$75.4K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-307- 2.21% |
$14.5K - $16.6K
|
13.6K
$832K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-309- 3.5% |
$14.6K - $16.7K
|
8.51K
$522K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-315- 0.54% |
$14.9K - $17K
|
58K
$3.56M
|