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 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 23.02% |
$109K - $125K
|
7.7K
$473K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.32K- 30.4% |
$110K - $125K
|
5.3K
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.32K- 6.91% |
$110K - $126K
|
31.3K
$1.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.33K- 2.41% |
$110K - $126K
|
94.4K
$5.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.48K- 4.08% |
$117K - $134K
|
58.3K
$3.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.5K- 1.94% |
$118K - $135K
|
126K
$7.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.52K- 4.92% |
$119K - $136K
|
48.7K
$2.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.52K- 10.87% |
$119K - $136K
|
20.7K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.55K- 15.5% |
$121K - $138K
|
13.9K
$853K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.59K- 7.6% |
$123K - $140K
|
31.5K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.6K- 6.82% |
$123K - $140K
|
35.5K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.64K- 1.7% |
$125K - $143K
|
152K
$9.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.69K- 3.39% |
$127K - $146K
|
76.7K
$4.71M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-2.84K- 1.57% |
$134K - $153K
|
178K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.84K- 0.98% |
$134K - $153K
|
287K
$17.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2.86K- 1.21% |
$135K - $155K
|
234K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.87K- 1.65% |
$136K - $155K
|
171K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.88K- 46.26% |
$136K - $156K
|
3.34K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.9K- 9.77% |
$137K - $157K
|
26.8K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.93K- 25.85% |
$139K - $159K
|
8.42K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.06K- 2.1% |
$145K - $166K
|
143K
$8.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.1K- 8.35% |
$147K - $168K
|
34K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.11K- 44.87% |
$147K - $168K
|
3.82K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.14K- 9.76% |
$149K - $170K
|
29.1K
$1.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3.19K- 0.74% |
$151K - $172K
|
430K
$26.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.29K- 29.66% |
$156K - $178K
|
7.81K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.3K- 19.48% |
$156K - $179K
|
13.6K
$837K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3.35K- 7.14% |
$159K - $181K
|
43.6K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.38K- 70.0% |
$160K - $183K
|
1.45K
$89K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3.39K- 1.72% |
$160K - $183K
|
193K
$11.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.44K- 12.85% |
$163K - $186K
|
23.3K
$1.43M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.48K- 0.22% |
$165K - $188K
|
1.59M
$97.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.48K- 0.47% |
$165K - $188K
|
733K
$45M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-3.49K- 14.99% |
$165K - $189K
|
19.8K
$1.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-3.56K- 4.78% |
$169K - $193K
|
71K
$4.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.62K- 22.35% |
$171K - $196K
|
12.6K
$771K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.71K- 9.17% |
$176K - $201K
|
36.7K
$2.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.77K- 1.13% |
$178K - $204K
|
331K
$20.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.78K- 65.41% |
$179K - $205K
|
2K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.83K- 1.45% |
$181K - $207K
|
261K
$16M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-3.94K- 0.7% |
$187K - $213K
|
560K
$34.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-4.14K- 14.47% |
$196K - $224K
|
24.5K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.16K- 5.01% |
$197K - $225K
|
78.8K
$4.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.26K- 29.42% |
$202K - $230K
|
10.2K
$626K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.27K- 2.2% |
$202K - $231K
|
190K
$11.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.35K- 23.22% |
$206K - $235K
|
14.4K
$882K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.36K- 2.37% |
$206K - $236K
|
180K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.49K- 19.48% |
$213K - $243K
|
18.6K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.49K- 4.31% |
$213K - $243K
|
99.8K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.5K- 0.23% |
$213K - $243K
|
1.95M
$120M
|