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 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.51K- 5.4% |
$214K - $244K
|
79.1K
$4.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.62K- 8.36% |
$219K - $250K
|
50.7K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.72K- 43.33% |
$224K - $256K
|
6.18K
$379K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.03K- 30.18% |
$238K - $272K
|
11.6K
$714K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-5.19K- 2.54% |
$246K - $281K
|
199K
$12.2M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-5.3K- 19.33% |
$251K - $287K
|
22.1K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.32K- 33.48% |
$252K - $288K
|
10.6K
$649K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-5.88K- 2.49% |
$278K - $318K
|
230K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-5.93K- 40.27% |
$281K - $321K
|
8.79K
$539K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-6.16K- 16.2% |
$292K - $333K
|
31.9K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.26K- 37.34% |
$296K - $339K
|
10.5K
$645K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.44K- 17.26% |
$305K - $348K
|
30.9K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.52K- 4.98% |
$309K - $353K
|
124K
$7.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.58K- 1.23% |
$312K - $356K
|
529K
$32.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-6.71K- 13.15% |
$318K - $363K
|
44.3K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.71K- 59.18% |
$318K - $363K
|
4.63K
$284K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-6.89K- 3.01% |
$326K - $373K
|
222K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-6.98K- 13.41% |
$330K - $378K
|
45.1K
$2.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.11K- 28.75% |
$337K - $385K
|
17.6K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-7.13K- 2.81% |
$338K - $386K
|
246K
$15.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.61K- 43.18% |
$361K - $412K
|
10K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8K- 24.5% |
$379K - $433K
|
24.7K
$1.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.07K- 16.16% |
$382K - $437K
|
41.9K
$2.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-8.1K- 11.51% |
$383K - $438K
|
62.2K
$3.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.27K- 17.68% |
$392K - $447K
|
38.5K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.48K- 12.17% |
$401K - $459K
|
61.2K
$3.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-8.59K- 6.02% |
$407K - $465K
|
134K
$8.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-9.1K- 14.39% |
$431K - $492K
|
54.1K
$3.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-9.48K- 6.64% |
$449K - $513K
|
133K
$8.18M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.49K- 1.03% |
$449K - $513K
|
912K
$55.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.53K- 4.07% |
$451K - $515K
|
225K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.58K- 1.14% |
$454K - $518K
|
834K
$51.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9.86K- 3.65% |
$467K - $533K
|
260K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.87K- 11.59% |
$467K - $534K
|
75.2K
$4.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10K- 8.91% |
$476K - $543K
|
103K
$6.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-10.4K- 50.6% |
$490K - $560K
|
10.1K
$620K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-10.4K- 5.28% |
$495K - $565K
|
187K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.5K- 6.66% |
$495K - $566K
|
146K
$8.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10.5K- 14.92% |
$495K - $566K
|
59.6K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-10.5K- 4.64% |
$498K - $569K
|
216K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-10.6K- 5.89% |
$501K - $572K
|
169K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.6K- 2.7% |
$502K - $574K
|
382K
$23.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.2K- 19.6% |
$530K - $605K
|
45.9K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-11.5K- 0.84% |
$543K - $621K
|
1.36M
$83.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-11.5K- 13.91% |
$544K - $622K
|
71.1K
$4.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11.7K- 3.99% |
$553K - $632K
|
281K
$17.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-11.8K- 58.42% |
$559K - $638K
|
8.39K
$515K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.5K- 8.87% |
$590K - $674K
|
128K
$7.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.6K- 26.91% |
$595K - $680K
|
34.1K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.1K- 1.4% |
$620K - $708K
|
924K
$56.7M
|