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 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-36.5K- 21.44% |
$1.73M - $1.98M
|
134K
$8.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.8K- 78.21% |
$1.79M - $2.04M
|
10.5K
$664K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37.9K- 31.47% |
$1.8M - $2.05M
|
82.6K
$5.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.9K- 4.1% |
$1.8M - $2.05M
|
887K
$56M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-38K- 57.28% |
$1.8M - $2.06M
|
28.3K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-39.3K- 16.6% |
$1.86M - $2.13M
|
197K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-42.1K- 20.89% |
$1.99M - $2.28M
|
159K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-43.2K- 4.04% |
$2.04M - $2.33M
|
1.02M
$64.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-46K- 5.16% |
$2.18M - $2.49M
|
845K
$53.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-46.3K- 3.81% |
$2.2M - $2.51M
|
1.17M
$73.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-49.5K- 26.47% |
$2.34M - $2.68M
|
137K
$8.67M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-50.8K- 26.41% |
$2.41M - $2.75M
|
142K
$8.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-52.7K- 8.71% |
$2.5M - $2.85M
|
552K
$34.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-59.4K- 42.49% |
$2.81M - $3.21M
|
80.4K
$5.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-61.6K- 58.36% |
$2.92M - $3.33M
|
43.9K
$2.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-61.8K- 22.0% |
$2.93M - $3.34M
|
219K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63.1K- 0.9% |
$2.99M - $3.41M
|
6.99M
$441M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-67.4K- 70.31% |
$3.19M - $3.64M
|
28.4K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-69.4K- 19.75% |
$3.29M - $3.75M
|
282K
$17.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-75.8K- 10.89% |
$3.59M - $4.1M
|
621K
$39.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-81.3K- 7.03% |
$3.85M - $4.4M
|
1.08M
$67.9M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-89.3K- 25.44% |
$4.23M - $4.83M
|
262K
$16.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-112K- 77.8% |
$5.3M - $6.06M
|
31.9K
$2.02M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-116K- 3.5% |
$5.47M - $6.25M
|
3.19M
$201M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-118K- 23.03% |
$5.57M - $6.37M
|
393K
$24.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-119K- 30.15% |
$5.64M - $6.44M
|
276K
$17.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-123K- 26.15% |
$5.81M - $6.64M
|
346K
$21.9M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-123K- 26.15% |
$5.81M - $6.64M
|
346K
$21.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-124K- 8.88% |
$5.87M - $6.71M
|
1.27M
$80.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-129K- 88.88% |
$6.1M - $6.97M
|
16.1K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-135K- 13.37% |
$6.38M - $7.29M
|
873K
$55.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-144K- 75.42% |
$6.84M - $7.82M
|
47.1K
$2.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-180K- 40.15% |
$8.54M - $9.75M
|
269K
$17M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-188K- 49.45% |
$8.88M - $10.1M
|
192K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-245K- 7.18% |
$11.6M - $13.3M
|
3.16M
$200M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-255K- 35.78% |
$12.1M - $13.8M
|
458K
$28.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-294K- 98.41% |
$13.9M - $15.9M
|
4.75K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-317K- 1.72% |
$15M - $17.1M
|
18.1M
$1.14B
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-328K- 68.81% |
$15.5M - $17.7M
|
149K
$9.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-396K- 7.76% |
$18.7M - $21.4M
|
4.7M
$297M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-491K- 56.32% |
$23.2M - $26.6M
|
381K
$24M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-675K- 7.74% |
$32M - $36.5M
|
8.06M
$508M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-696K- 98.14% |
$33M - $37.6M
|
13.2K
$831K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-912K- 21.72% |
$43.2M - $49.3M
|
3.29M
$207M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-947K- 83.65% |
$44.9M - $51.2M
|
185K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-23.4M- 99.9% |
$1.11B - $1.27B
|
23.5K
$1.48M
|