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 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 7.23% |
$64.1K - $68.9K
|
16.6K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.32K- 3.74% |
$65.2K - $70.2K
|
33.9K
$2.15M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.39K- 10.2% |
$68.9K - $74.1K
|
12.2K
$777K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.39K- 2.38% |
$69K - $74.2K
|
57.2K
$3.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.52K- 6.14% |
$75K - $80.7K
|
23.2K
$1.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.53K- 6.51% |
$75.8K - $81.6K
|
22K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.54K- 14.22% |
$76.2K - $82K
|
9.29K
$589K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.55K- 3.27% |
$76.8K - $82.6K
|
45.9K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.57K- 4.08% |
$77.8K - $83.7K
|
36.9K
$2.34M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.6K- 19.21% |
$79.2K - $85.2K
|
6.73K
$427K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.63K- 2.51% |
$80.7K - $86.8K
|
63.2K
$4.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 3.2% |
$81.7K - $87.9K
|
49.9K
$3.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.7K- 11.0% |
$84K - $90.3K
|
13.7K
$870K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.7K- 8.05% |
$84.2K - $90.6K
|
19.4K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.7K- 8.05% |
$84.2K - $90.6K
|
19.4K
$1.23M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.72K- 1.18% |
$85.3K - $91.8K
|
144K
$9.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.74K- 2.41% |
$86.2K - $92.8K
|
70.4K
$4.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.77K- 42.78% |
$87.8K - $94.5K
|
2.37K
$150K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.78K- 9.58% |
$87.9K - $94.6K
|
16.8K
$1.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.79K- 12.33% |
$88.6K - $95.3K
|
12.7K
$807K
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.8K- 19.83% |
$89.1K - $95.8K
|
7.27K
$461K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.8K- 22.93% |
$89.3K - $96.1K
|
6.06K
$385K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.8K- 22.93% |
$89.3K - $96.1K
|
6.06K
$385K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.81K- 31.96% |
$89.8K - $96.6K
|
3.86K
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 14.95% |
$91.1K - $98K
|
10.5K
$665K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.85K- 3.34% |
$91.8K - $98.8K
|
53.6K
$3.4M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.86K- 3.08% |
$91.9K - $98.9K
|
58.3K
$3.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.98K- 1.84% |
$98K - $105K
|
106K
$6.71M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.11K- 2.27% |
$105K - $113K
|
90.9K
$5.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.16K- 11.48% |
$107K - $115K
|
16.7K
$1.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-2.2K- 3.09% |
$109K - $117K
|
69K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 4.22% |
$112K - $120K
|
51.2K
$3.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.27K- 0.94% |
$112K - $121K
|
240K
$15.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.27K- 10.92% |
$113K - $121K
|
18.5K
$1.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.44K- 0.83% |
$121K - $130K
|
293K
$18.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.48K- 2.01% |
$123K - $132K
|
121K
$7.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.6K- 32.98% |
$129K - $139K
|
5.28K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-2.64K- 3.8% |
$131K - $141K
|
66.9K
$4.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.66K- 10.65% |
$132K - $142K
|
22.4K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.67K- 6.34% |
$132K - $142K
|
39.4K
$2.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.68K- 11.6% |
$133K - $143K
|
20.5K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.71K- 2.08% |
$134K - $144K
|
127K
$8.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.73K- 4.12% |
$135K - $145K
|
63.6K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.86K- 12.48% |
$142K - $153K
|
20.1K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3K- 25.98% |
$149K - $160K
|
8.55K
$542K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-3.12K- 11.92% |
$155K - $166K
|
23.1K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.18K- 86.3% |
$158K - $169K
|
505
$32.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-3.26K- 4.19% |
$161K - $174K
|
74.5K
$4.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.35K- 2.22% |
$166K - $178K
|
147K
$9.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.36K- 8.42% |
$166K - $179K
|
36.5K
$2.32M
|