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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68.2K- 27.8% |
$3.38M - $3.64M
|
177K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-79.1K- 10.76% |
$3.92M - $4.21M
|
655K
$41.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-86.3K- 0.97% |
$4.27M - $4.6M
|
8.8M
$557M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-86.5K- 0.98% |
$4.28M - $4.61M
|
8.73M
$552M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-87.6K- 40.07% |
$4.34M - $4.66M
|
131K
$8.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-95.7K- 3.36% |
$4.74M - $5.1M
|
2.75M
$174M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100K- 4.87% |
$4.97M - $5.34M
|
1.96M
$124M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-102K- 95.93% |
$5.04M - $5.42M
|
4.32K
$273K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-155K- 26.32% |
$7.67M - $8.25M
|
433K
$27.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-174K- 33.09% |
$8.6M - $9.26M
|
351K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-182K- 20.35% |
$9.03M - $9.72M
|
714K
$45.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-185K- 73.46% |
$9.14M - $9.84M
|
66.7K
$4.22M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-186K- 67.62% |
$9.2M - $9.9M
|
89K
$5.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-196K- 61.59% |
$9.69M - $10.4M
|
122K
$7.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-203K- 1.06% |
$10.1M - $10.8M
|
19M
$1.2B
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-228K- 61.86% |
$11.3M - $12.1M
|
140K
$8.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-240K- 4.83% |
$11.9M - $12.8M
|
4.73M
$300M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-261K- 83.63% |
$12.9M - $13.9M
|
51K
$3.23M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-347K- 93.94% |
$17.2M - $18.5M
|
22.4K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-384K- 5.17% |
$19M - $20.5M
|
7.05M
$446M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-426K- 52.04% |
$21.1M - $22.7M
|
392K
$24.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-469K- 54.32% |
$23.2M - $25M
|
394K
$24.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-545K- 28.07% |
$27M - $29M
|
1.4M
$88.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-547K- 6.07% |
$27.1M - $29.1M
|
8.46M
$535M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-609K- 5.82% |
$30.2M - $32.5M
|
9.86M
$624M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.16M- 19.08% |
$57.4M - $61.7M
|
4.91M
$311M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.67M- 63.48% |
$82.5M - $88.8M
|
959K
$60.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-3.22M- 96.71% |
$160M - $172M
|
110K
$6.95M
|