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 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-932- 10.64% |
$44.1K - $50.4K
|
7.83K
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-1K- 16.95% |
$47.4K - $54.1K
|
4.9K
$301K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.05K- 4.53% |
$49.7K - $56.8K
|
22.1K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.08K- 51.36% |
$50.9K - $58.2K
|
1.02K
$62.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.1K- 16.44% |
$52.2K - $59.6K
|
5.6K
$344K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.12K- 2.83% |
$52.8K - $60.3K
|
38.3K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.12K- 8.34% |
$53K - $60.5K
|
12.3K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.12K- 1.35% |
$53K - $60.6K
|
81.7K
$5.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-1.12K- 0.83% |
$53.2K - $60.8K
|
135K
$8.28M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.14K- 0.13% |
$53.8K - $61.4K
|
899K
$55.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-1.14K- 4.16% |
$54K - $61.7K
|
26.3K
$1.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.14K- 16.66% |
$54K - $61.7K
|
5.71K
$350K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.14K- 12.2% |
$54.1K - $61.8K
|
8.22K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.14K- 1.46% |
$54.1K - $61.8K
|
77K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.2K- 6.18% |
$56.8K - $64.9K
|
18.2K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.2K- 6.18% |
$56.8K - $64.9K
|
18.2K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.24K- 3.03% |
$58.6K - $66.9K
|
39.6K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 59.92% |
$58.6K - $67K
|
828
$50.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.25K- 17.38% |
$59.2K - $67.6K
|
5.94K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.26K- 1.19% |
$59.7K - $68.2K
|
104K
$6.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.3K- 14.4% |
$61.6K - $70.4K
|
7.73K
$475K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.31K- 0.52% |
$61.9K - $70.7K
|
248K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.37K- 1.47% |
$64.8K - $74.1K
|
92K
$5.65M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.38K- 7.18% |
$65.2K - $74.5K
|
17.8K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.38K- 4.52% |
$65.5K - $74.9K
|
29.2K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.42K- 18.33% |
$67.2K - $76.8K
|
6.32K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.46K- 2.56% |
$69K - $78.8K
|
55.4K
$3.4M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.49K- 12.14% |
$70.4K - $80.4K
|
10.8K
$660K
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.51K- 28.07% |
$71.5K - $81.6K
|
3.87K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-1.53K- 26.27% |
$72.2K - $82.5K
|
4.28K
$263K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.53K- 10.71% |
$72.6K - $82.9K
|
12.8K
$784K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.53K- 18.03% |
$72.7K - $83K
|
6.98K
$428K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.56K- 5.76% |
$73.8K - $84.3K
|
25.5K
$1.56M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.62K- 0.29% |
$76.6K - $87.5K
|
564K
$34.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.68K- 4.85% |
$79.7K - $91.1K
|
33K
$2.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.71K- 7.66% |
$81K - $92.6K
|
20.6K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.72K- 9.57% |
$81.4K - $92.9K
|
16.2K
$996K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.73K- 0.78% |
$81.9K - $93.6K
|
221K
$13.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.73K- 3.68% |
$82K - $93.7K
|
45.4K
$2.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.76K- 4.56% |
$83.1K - $94.9K
|
36.8K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.79K- 13.78% |
$84.5K - $96.6K
|
11.2K
$685K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.82K- 1.17% |
$86K - $98.2K
|
153K
$9.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.83K- 8.3% |
$86.4K - $98.7K
|
20.2K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.84K- 10.31% |
$87.1K - $99.5K
|
16K
$982K
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-1.86K- 3.93% |
$88.1K - $101K
|
45.5K
$2.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.89K- 5.45% |
$89.7K - $102K
|
32.8K
$2.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.95K- 3.82% |
$92.4K - $105K
|
49.1K
$3.01M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-2.1K- 6.48% |
$99.2K - $113K
|
30.2K
$1.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.11K- 0.78% |
$100K - $114K
|
267K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.3K- 1.66% |
$109K - $124K
|
136K
$8.33M
|