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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-316- 1.94% |
$15K - $17.1K
|
16K
$979K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-319- 0.19% |
$15.1K - $17.3K
|
169K
$10.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-333- 1.46% |
$15.8K - $18K
|
22.4K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-350- 7.43% |
$16.6K - $18.9K
|
4.36K
$268K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-369- 3.89% |
$17.5K - $20K
|
9.11K
$559K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-371- 0.65% |
$17.6K - $20.1K
|
56.9K
$3.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-372- 1.79% |
$17.6K - $20.1K
|
20.4K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-387- 3.87% |
$18.3K - $20.9K
|
9.62K
$591K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-389- 3.02% |
$18.4K - $21K
|
12.5K
$767K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-406- 5.8% |
$19.2K - $22K
|
6.59K
$405K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-411- 1.64% |
$19.5K - $22.2K
|
24.7K
$1.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-414- 41.82% |
$19.6K - $22.4K
|
576
$35.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-426- 4.11% |
$20.2K - $23K
|
9.93K
$609K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-463- 1.47% |
$21.9K - $25K
|
31.1K
$1.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-481- 1.35% |
$22.8K - $26K
|
35K
$2.15M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-483- 24.58% |
$22.9K - $26.1K
|
1.48K
$91K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-490- 1.34% |
$23.2K - $26.5K
|
36K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-500- 8.02% |
$23.7K - $27.1K
|
5.74K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-514- 11.99% |
$24.3K - $27.8K
|
3.77K
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-518- 7.85% |
$24.5K - $28K
|
6.08K
$373K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-537- 9.42% |
$25.4K - $29.1K
|
5.17K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-540- 2.59% |
$25.6K - $29.2K
|
20.3K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-541- 7.33% |
$25.6K - $29.3K
|
6.84K
$420K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-559- 11.38% |
$26.5K - $30.2K
|
4.35K
$267K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-574- 23.02% |
$27.2K - $31.1K
|
1.92K
$118K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-575- 9.49% |
$27.2K - $31.1K
|
5.48K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-575- 9.49% |
$27.2K - $31.1K
|
5.48K
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-594- 1.32% |
$28.1K - $32.1K
|
44.4K
$2.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-612- 10.78% |
$29K - $33.1K
|
5.06K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-623- 4.67% |
$29.5K - $33.7K
|
12.7K
$781K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-643- 5.77% |
$30.5K - $34.8K
|
10.5K
$644K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-646- 1.86% |
$30.6K - $34.9K
|
34K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-650- 6.21% |
$30.8K - $35.2K
|
9.82K
$603K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-651- 9.21% |
$30.8K - $35.2K
|
6.42K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-664- 3.66% |
$31.4K - $35.9K
|
17.5K
$1.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-671- 4.89% |
$31.8K - $36.3K
|
13K
$800K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-697- 12.71% |
$33K - $37.7K
|
4.79K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-715- 17.65% |
$33.9K - $38.7K
|
3.34K
$205K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-750- 14.66% |
$35.5K - $40.6K
|
4.37K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-750- 2.67% |
$35.5K - $40.6K
|
27.3K
$1.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-752- 1.05% |
$35.6K - $40.7K
|
71.1K
$4.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-763- 3.18% |
$36.1K - $41.3K
|
23.2K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-776- 0.49% |
$36.8K - $42K
|
156K
$9.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-795- 3.97% |
$37.7K - $43K
|
19.2K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-810- 7.89% |
$38.4K - $43.8K
|
9.45K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-822- 17.87% |
$38.9K - $44.5K
|
3.78K
$232K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-856- 15.6% |
$40.5K - $46.3K
|
4.63K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-893- 1.72% |
$42.3K - $48.3K
|
50.9K
$3.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-917- 12.6% |
$43.4K - $49.6K
|
6.36K
$390K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-925- 62.58% |
$43.8K - $50K
|
553
$33.9K
|