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 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10.5K- 14.92% |
$495K - $566K
|
59.6K
$3.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-10.5K- 4.64% |
$498K - $569K
|
216K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-10.6K- 5.89% |
$501K - $572K
|
169K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.6K- 2.7% |
$502K - $574K
|
382K
$23.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.2K- 19.6% |
$530K - $605K
|
45.9K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-11.5K- 0.84% |
$543K - $621K
|
1.36M
$84.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-11.5K- 13.91% |
$544K - $622K
|
71.1K
$4.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11.7K- 3.99% |
$553K - $632K
|
281K
$17.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-11.8K- 58.42% |
$559K - $638K
|
8.39K
$523K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.5K- 8.87% |
$590K - $674K
|
128K
$7.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.6K- 26.91% |
$595K - $680K
|
34.1K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.1K- 1.4% |
$620K - $708K
|
924K
$57.5M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-13.1K- 65.44% |
$622K - $711K
|
6.94K
$432K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-13.4K- 19.53% |
$637K - $728K
|
55.4K
$3.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-13.5K- 7.66% |
$638K - $729K
|
162K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-14.9K- 4.03% |
$707K - $807K
|
356K
$22.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-15.2K- 5.2% |
$722K - $824K
|
278K
$17.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-15.3K- 17.15% |
$724K - $827K
|
73.8K
$4.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.4K- 21.79% |
$731K - $835K
|
55.4K
$3.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-15.9K- 4.09% |
$753K - $860K
|
372K
$23.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-16.3K- 4.6% |
$771K - $881K
|
338K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.6K- 9.55% |
$832K - $951K
|
166K
$10.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-17.7K- 10.34% |
$839K - $958K
|
154K
$9.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-18.3K- 5.67% |
$866K - $989K
|
304K
$18.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-18.9K- 20.76% |
$893K - $1.02M
|
72K
$4.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.9K- 1.67% |
$894K - $1.02M
|
1.11M
$69.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.2K- 36.62% |
$910K - $1.04M
|
33.3K
$2.07M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19.2K- 4.12% |
$912K - $1.04M
|
447K
$27.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.5K- 32.58% |
$922K - $1.05M
|
40.3K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.6K- 99.55% |
$927K - $1.06M
|
88
$5.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-19.6K- 3.19% |
$930K - $1.06M
|
597K
$37.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-19.7K- 32.24% |
$935K - $1.07M
|
41.5K
$2.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-20.1K- 45.15% |
$952K - $1.09M
|
24.4K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.4K- 6.88% |
$968K - $1.11M
|
277K
$17.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20.4K- 31.54% |
$968K - $1.11M
|
44.4K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.7K- 7.89% |
$978K - $1.12M
|
241K
$15M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-20.8K- 6.69% |
$987K - $1.13M
|
291K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-21.4K- 5.11% |
$1.01M - $1.16M
|
396K
$24.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-21.4K- 30.96% |
$1.01M - $1.16M
|
47.6K
$2.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-22.3K- 10.4% |
$1.05M - $1.2M
|
192K
$11.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-22.9K- 25.75% |
$1.08M - $1.24M
|
65.9K
$4.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23.6K- 51.5% |
$1.12M - $1.28M
|
22.2K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-24.9K- 6.31% |
$1.18M - $1.35M
|
369K
$23M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-25K- 30.83% |
$1.18M - $1.35M
|
56K
$3.49M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-26K- 44.6% |
$1.23M - $1.41M
|
32.3K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-26K- 18.42% |
$1.23M - $1.41M
|
115K
$7.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-26.2K- 38.58% |
$1.24M - $1.42M
|
41.8K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-27.4K- 43.13% |
$1.3M - $1.48M
|
36.1K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-27.6K- 12.97% |
$1.31M - $1.5M
|
185K
$11.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-28.9K- 11.49% |
$1.37M - $1.56M
|
223K
$13.9M
|