Purchases and Sales Made in Q1 2023 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.11M+ 965.19% |
$149M - $161M
|
3.43M
$220M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.26M+ 211.35% |
$60.3M - $65.1M
|
1.85M
$119M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11M+ 13.46% |
$53.3M - $57.5M
|
9.36M
$602M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.05MNew |
$50.2M - $54.2M
|
1.05M
$67.3M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
964KNew |
$46.2M - $49.9M
|
964K
$62M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
835K+ 8.69% |
$40M - $43.3M
|
10.4M
$671M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
387KNew |
$18.5M - $20M
|
387K
$24.8M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
370K+ 77.79% |
$17.7M - $19.2M
|
846K
$54.4M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
333KNew |
$16M - $17.3M
|
333K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
284K+ 5.51% |
$13.6M - $14.7M
|
5.44M
$350M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
261K+ 9.72% |
$12.5M - $13.5M
|
2.94M
$189M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
245K+ 832.66% |
$11.8M - $12.7M
|
275K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
241KNew |
$11.6M - $12.5M
|
241K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 1.28% |
$11.4M - $12.3M
|
18.8M
$1.21B
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
225K+ 5053.93% |
$10.8M - $11.6M
|
229K
$14.7M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
207K+ 163.46% |
$9.91M - $10.7M
|
333K
$21.4M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
202KNew |
$9.69M - $10.5M
|
202K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
175K+ 2.02% |
$8.38M - $9.05M
|
8.81M
$566M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
168K+ 21.32% |
$8.06M - $8.7M
|
956K
$61.4M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
161K+ 3069.69% |
$7.71M - $8.33M
|
166K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
160KNew |
$7.66M - $8.27M
|
160K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
159K+ 408.02% |
$7.62M - $8.23M
|
198K
$12.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
158K+ 2.47% |
$7.57M - $8.18M
|
6.55M
$421M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
139K+ 108.63% |
$6.65M - $7.18M
|
266K
$17.1M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
128K+ 14.09% |
$6.14M - $6.64M
|
1.04M
$66.7M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
124K+ 102.13% |
$5.94M - $6.42M
|
245K
$15.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
113KNew |
$5.42M - $5.86M
|
113K
$7.27M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
109KNew |
$5.2M - $5.62M
|
109K
$6.97M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91.4K+ 4.71% |
$4.38M - $4.74M
|
2.03M
$131M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
86K+ 4.12% |
$4.12M - $4.45M
|
2.17M
$140M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
78.7KNew |
$3.77M - $4.08M
|
78.7K
$5.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
78KNew |
$3.74M - $4.04M
|
78K
$5.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
77.5K+ 17.84% |
$3.72M - $4.01M
|
512K
$32.9M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
75.6K+ 40.01% |
$3.63M - $3.92M
|
265K
$17M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
74.3K+ 12.93% |
$3.56M - $3.85M
|
649K
$41.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
73.3K+ 18.89% |
$3.51M - $3.8M
|
461K
$29.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
72.4K+ 6.03% |
$3.47M - $3.75M
|
1.27M
$81.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
71.9KNew |
$3.45M - $3.72M
|
71.9K
$4.62M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69.7K+ 0.92% |
$3.34M - $3.61M
|
7.61M
$489M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
68.6K+ 3.26% |
$3.29M - $3.55M
|
2.17M
$139M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
67.1K+ 8.81% |
$3.22M - $3.48M
|
829K
$53.3M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
66K+ 604.86% |
$3.16M - $3.42M
|
76.9K
$4.94M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
65.8K+ 156.36% |
$3.16M - $3.41M
|
108K
$6.94M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
65.8K+ 19.48% |
$3.15M - $3.41M
|
403K
$25.9M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
63.2K+ 18.43% |
$3.03M - $3.27M
|
406K
$26.1M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
60.8K+ 24.31% |
$2.91M - $3.15M
|
311K
$20M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
59.7K+ 15.86% |
$2.86M - $3.09M
|
436K
$28M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.6K+ 1.24% |
$2.81M - $3.04M
|
4.8M
$308M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.6K+ 1.24% |
$2.81M - $3.04M
|
4.8M
$308M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
58.5K+ 17.04% |
$2.8M - $3.03M
|
402K
$25.8M
|