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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-61- 0.34% |
$2.92K - $3.16K
|
18K
$1.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-63- 4.33% |
$3.02K - $3.26K
|
1.39K
$86.7K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-67- 5.62% |
$3.21K - $3.47K
|
1.13K
$70K
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-67- 0.43% |
$3.21K - $3.47K
|
15.6K
$971K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-92- 1.47% |
$4.41K - $4.76K
|
6.16K
$384K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-92- 0.65% |
$4.41K - $4.76K
|
14K
$872K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-94- 1.46% |
$4.51K - $4.87K
|
6.37K
$396K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-97- 0.33% |
$4.65K - $5.02K
|
29K
$1.81M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-98- 13.41% |
$4.7K - $5.08K
|
633
$39.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-104- 0.99% |
$4.99K - $5.39K
|
10.4K
$646K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-115- 0.44% |
$5.51K - $5.96K
|
25.9K
$1.61M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-116- 6.01% |
$5.56K - $6.01K
|
1.81K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-125- 2.04% |
$5.99K - $6.47K
|
5.99K
$373K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-125- 0.44% |
$5.99K - $6.47K
|
28.6K
$1.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-135- 1.06% |
$6.47K - $6.99K
|
12.6K
$787K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-138- 1.28% |
$6.62K - $7.15K
|
10.7K
$665K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-138Closed |
$6.62K - $7.15K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-145- 3.1% |
$6.95K - $7.51K
|
4.53K
$282K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-150- 0.6% |
$7.19K - $7.77K
|
24.8K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-151- 8.9% |
$7.24K - $7.82K
|
1.55K
$96.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-152- 1.11% |
$7.29K - $7.87K
|
13.5K
$842K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-158- 1.44% |
$7.57K - $8.18K
|
10.8K
$674K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-168- 0.11% |
$8.05K - $8.7K
|
154K
$9.58M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-169- 0.24% |
$8.1K - $8.75K
|
70.9K
$4.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-174- 2.38% |
$8.34K - $9.01K
|
7.12K
$443K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-175- 0.33% |
$8.39K - $9.06K
|
53.5K
$3.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-175- 0.21% |
$8.39K - $9.06K
|
83.2K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-177- 0.42% |
$8.49K - $9.17K
|
42.1K
$2.62M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-185- 1.95% |
$8.87K - $9.58K
|
9.29K
$579K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-189- 0.72% |
$9.06K - $9.79K
|
26.1K
$1.62M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-199- 0.32% |
$9.54K - $10.3K
|
61.9K
$3.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.82% |
$9.59K - $10.4K
|
10.8K
$670K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-205- 3.59% |
$9.83K - $10.6K
|
5.51K
$343K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-218- 3.39% |
$10.5K - $11.3K
|
6.22K
$387K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-222- 4.34% |
$10.6K - $11.5K
|
4.9K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-223- 4.1% |
$10.7K - $11.5K
|
5.22K
$325K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-225- 58.9% |
$10.8K - $11.7K
|
157
$9.77K
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-227- 2.01% |
$10.9K - $11.8K
|
11.1K
$690K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-231- 3.02% |
$11.1K - $12K
|
7.41K
$461K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-246- 0.96% |
$11.8K - $12.7K
|
25.4K
$1.58M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-248- 20.24% |
$11.9K - $12.8K
|
977
$60.8K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-254- 1.83% |
$12.2K - $13.2K
|
13.6K
$848K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-267- 3.16% |
$12.8K - $13.8K
|
8.19K
$510K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-272- 58.24% |
$13K - $14.1K
|
195
$12.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-276- 3.92% |
$13.2K - $14.3K
|
6.77K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-280- 3.35% |
$13.4K - $14.5K
|
8.09K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-280- 0.65% |
$13.4K - $14.5K
|
42.5K
$2.65M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-300- 3.48% |
$14.4K - $15.5K
|
8.33K
$519K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-317- 0.29% |
$15.2K - $16.4K
|
111K
$6.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-318- 2.88% |
$15.2K - $16.5K
|
10.7K
$668K
|