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 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-11.5K- 13.91% |
$544K - $622K
|
71.1K
$4.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11.7K- 3.99% |
$553K - $632K
|
281K
$17.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-11.8K- 58.42% |
$559K - $638K
|
8.39K
$536K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.5K- 8.87% |
$590K - $674K
|
128K
$8.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.6K- 26.91% |
$595K - $680K
|
34.1K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.1K- 1.4% |
$620K - $708K
|
924K
$59M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-13.1K- 65.44% |
$622K - $711K
|
6.94K
$443K
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-13.4K- 19.53% |
$637K - $728K
|
55.4K
$3.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-13.5K- 7.66% |
$638K - $729K
|
162K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-14.9K- 4.03% |
$707K - $807K
|
356K
$22.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-15.2K- 5.2% |
$722K - $824K
|
278K
$17.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-15.3K- 17.15% |
$724K - $827K
|
73.8K
$4.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.4K- 21.79% |
$731K - $835K
|
55.4K
$3.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-15.9K- 4.09% |
$753K - $860K
|
372K
$23.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-16.3K- 4.6% |
$771K - $881K
|
338K
$21.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.6K- 9.55% |
$832K - $951K
|
166K
$10.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-17.7K- 10.34% |
$839K - $958K
|
154K
$9.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-18.3K- 5.67% |
$866K - $989K
|
304K
$19.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-18.9K- 20.76% |
$893K - $1.02M
|
72K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-18.9K- 1.67% |
$894K - $1.02M
|
1.11M
$71.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.2K- 36.62% |
$910K - $1.04M
|
33.3K
$2.12M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-19.2K- 4.12% |
$912K - $1.04M
|
447K
$28.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.5K- 32.58% |
$922K - $1.05M
|
40.3K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.6K- 99.55% |
$927K - $1.06M
|
88
$5.62K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-19.6K- 3.19% |
$930K - $1.06M
|
597K
$38.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-19.7K- 32.24% |
$935K - $1.07M
|
41.5K
$2.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-20.1K- 45.15% |
$952K - $1.09M
|
24.4K
$1.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20.4K- 6.88% |
$968K - $1.11M
|
277K
$17.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20.4K- 31.54% |
$968K - $1.11M
|
44.4K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.7K- 7.89% |
$978K - $1.12M
|
241K
$15.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-20.8K- 6.69% |
$987K - $1.13M
|
291K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-21.4K- 5.11% |
$1.01M - $1.16M
|
396K
$25.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-21.4K- 30.96% |
$1.01M - $1.16M
|
47.6K
$3.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-22.3K- 10.4% |
$1.05M - $1.2M
|
192K
$12.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-22.9K- 25.75% |
$1.08M - $1.24M
|
65.9K
$4.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23.6K- 51.5% |
$1.12M - $1.28M
|
22.2K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-24.9K- 6.31% |
$1.18M - $1.35M
|
369K
$23.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-25K- 30.83% |
$1.18M - $1.35M
|
56K
$3.57M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-26K- 44.6% |
$1.23M - $1.41M
|
32.3K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-26K- 18.42% |
$1.23M - $1.41M
|
115K
$7.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-26.2K- 38.58% |
$1.24M - $1.42M
|
41.8K
$2.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-27.4K- 43.13% |
$1.3M - $1.48M
|
36.1K
$2.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-27.6K- 12.97% |
$1.31M - $1.5M
|
185K
$11.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-28.9K- 11.49% |
$1.37M - $1.56M
|
223K
$14.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.3K- 0.33% |
$1.39M - $1.59M
|
8.77M
$560M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-29.5K- 14.63% |
$1.4M - $1.6M
|
172K
$11M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-30.6K- 21.56% |
$1.45M - $1.65M
|
111K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-31K- 61.86% |
$1.47M - $1.68M
|
19.1K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-31.3K- 46.99% |
$1.48M - $1.7M
|
35.4K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-32.8K- 6.53% |
$1.55M - $1.78M
|
470K
$30M
|