Purchases and Sales Made in Q3 2023 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-600- 3.12% |
$29.7K - $32K
|
18.6K
$1.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-614- 11.12% |
$30.4K - $32.7K
|
4.91K
$312K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-625- 7.23% |
$31K - $33.3K
|
8.03K
$509K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-656- 2.09% |
$32.5K - $35K
|
30.8K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-661- 1.62% |
$32.7K - $35.2K
|
40.2K
$2.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-703- 0.75% |
$34.8K - $37.5K
|
92.8K
$5.89M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-715- 6.12% |
$35.4K - $38.1K
|
11K
$696K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-738- 2.69% |
$36.6K - $39.3K
|
26.7K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-743- 5.99% |
$36.8K - $39.6K
|
11.7K
$740K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-752- 31.41% |
$37.2K - $40.1K
|
1.64K
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-755- 0.44% |
$37.4K - $40.2K
|
170K
$10.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-756- 10.48% |
$37.4K - $40.3K
|
6.46K
$410K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-761- 0.18% |
$37.7K - $40.5K
|
412K
$26.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-766- 12.51% |
$37.9K - $40.8K
|
5.36K
$340K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-782- 15.22% |
$38.7K - $41.7K
|
4.36K
$276K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-787- 84.81% |
$39K - $41.9K
|
141
$8.95K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-803- 3.47% |
$39.8K - $42.8K
|
22.3K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-828- 1.69% |
$41K - $44.1K
|
48.3K
$3.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-850- 10.9% |
$42.1K - $45.3K
|
6.95K
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-854- 10.8% |
$42.3K - $45.5K
|
7.06K
$448K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-866- 99.65% |
$42.9K - $46.1K
|
3
$190
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-880- 17.03% |
$43.6K - $46.9K
|
4.29K
$272K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-904- 12.05% |
$44.8K - $48.2K
|
6.6K
$419K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-913- 1.27% |
$45.2K - $48.6K
|
70.9K
$4.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-931- 1.92% |
$46.1K - $49.6K
|
47.6K
$3.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-942- 1.19% |
$46.7K - $50.2K
|
78.1K
$4.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-946- 75.44% |
$46.9K - $50.4K
|
308
$19.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-971- 1.16% |
$48.1K - $51.7K
|
82.9K
$5.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.02K- 51.49% |
$50.5K - $54.3K
|
960
$60.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.02K- 19.26% |
$50.6K - $54.5K
|
4.28K
$272K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.02K- 5.95% |
$50.7K - $54.5K
|
16.2K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.03K- 2.01% |
$51K - $54.9K
|
50.2K
$3.19M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.05K- 0.1% |
$52K - $55.9K
|
1.01M
$64M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.08K- 4.52% |
$53.3K - $57.3K
|
22.7K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.12K- 8.0% |
$55.5K - $59.7K
|
12.9K
$818K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-1.12K- 2.32% |
$55.7K - $59.9K
|
47.4K
$3.01M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.15K- 13.08% |
$56.8K - $61.1K
|
7.62K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.15K- 6.63% |
$56.9K - $61.2K
|
16.2K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.15K- 20.52% |
$57K - $61.3K
|
4.46K
$283K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.16K- 4.06% |
$57.5K - $61.8K
|
27.4K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.18K- 12.22% |
$58.6K - $63.1K
|
8.51K
$540K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.2K- 6.02% |
$59.4K - $63.9K
|
18.7K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.21K- 5.73% |
$60K - $64.6K
|
20K
$1.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.23K- 6.44% |
$60.9K - $65.5K
|
17.8K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-1.23K- 8.7% |
$61K - $65.6K
|
12.9K
$820K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.24K- 0.61% |
$61.6K - $66.2K
|
202K
$12.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-1.26K- 1.75% |
$62.2K - $66.9K
|
70.5K
$4.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.26K- 3.2% |
$62.3K - $67K
|
38.1K
$2.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.27K- 0.31% |
$62.8K - $67.5K
|
403K
$25.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.29K- 20.74% |
$63.9K - $68.7K
|
4.93K
$313K
|