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 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-357- 0.36% |
$17.1K - $18.5K
|
98K
$6.35M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-384- 0.4% |
$18.4K - $19.9K
|
96K
$6.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-396- 6.69% |
$19K - $20.5K
|
5.52K
$357K
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-400- 5.57% |
$19.2K - $20.7K
|
6.78K
$439K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-406- 6.93% |
$19.5K - $21K
|
5.45K
$353K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-420- 3.51% |
$20.1K - $21.8K
|
11.6K
$748K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-421- 1.29% |
$20.2K - $21.8K
|
32.3K
$2.09M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-448- 14.58% |
$21.5K - $23.2K
|
2.62K
$170K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-475- 7.09% |
$22.8K - $24.6K
|
6.22K
$403K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-488- 74.16% |
$23.4K - $25.3K
|
170
$11K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-499- 99.8% |
$23.9K - $25.8K
|
1
$64.7
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-504- 0.28% |
$24.2K - $26.1K
|
178K
$11.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-507- 1.17% |
$24.3K - $26.3K
|
42.8K
$2.77M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-529- 6.76% |
$25.4K - $27.4K
|
7.3K
$472K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-530- 48.31% |
$25.4K - $27.4K
|
567
$36.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-538- 5.25% |
$25.8K - $27.9K
|
9.7K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-540- 1.26% |
$25.9K - $28K
|
42.3K
$2.74M
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-550- 2.85% |
$26.4K - $28.5K
|
18.8K
$1.21M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-567- 8.97% |
$27.2K - $29.4K
|
5.76K
$372K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-573- 0.25% |
$27.5K - $29.7K
|
229K
$14.8M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-578- 7.21% |
$27.7K - $29.9K
|
7.44K
$481K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-611- 2.4% |
$29.3K - $31.6K
|
24.8K
$1.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-616- 3.33% |
$29.5K - $31.9K
|
17.9K
$1.16M
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-625- 1.57% |
$30K - $32.4K
|
39.1K
$2.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-628- 3.31% |
$30.1K - $32.5K
|
18.4K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-629- 2.06% |
$30.2K - $32.6K
|
29.9K
$1.93M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-630- 3.15% |
$30.2K - $32.6K
|
19.4K
$1.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-640- 2.06% |
$30.7K - $33.1K
|
30.5K
$1.97M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-647- 0.27% |
$31K - $33.5K
|
239K
$15.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-655- 5.12% |
$31.4K - $33.9K
|
12.1K
$785K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-664- 11.72% |
$31.8K - $34.4K
|
5K
$324K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-675- 5.04% |
$32.4K - $35K
|
12.7K
$823K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-718- 5.12% |
$34.4K - $37.2K
|
13.3K
$861K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-722- 2.02% |
$34.6K - $37.4K
|
35K
$2.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-734- 1.97% |
$35.2K - $38K
|
36.6K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-759- 3.57% |
$36.4K - $39.3K
|
20.5K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-780- 14.65% |
$37.4K - $40.4K
|
4.55K
$294K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-812- 3.88% |
$38.9K - $42.1K
|
20.1K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-814- 5.17% |
$39K - $42.2K
|
14.9K
$965K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-825- 8.53% |
$39.6K - $42.7K
|
8.85K
$573K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-837- 8.66% |
$40.1K - $43.3K
|
8.83K
$571K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-839- 1.58% |
$40.2K - $43.5K
|
52.1K
$3.37M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-854- 4.58% |
$40.9K - $44.2K
|
17.8K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-872- 0.22% |
$41.8K - $45.2K
|
396K
$25.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-876- 5.6% |
$42K - $45.4K
|
14.8K
$955K
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-887- 10.57% |
$42.5K - $45.9K
|
7.51K
$486K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-903- 0.46% |
$43.3K - $46.8K
|
196K
$12.7M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-913- 3.65% |
$43.8K - $47.3K
|
24.1K
$1.56M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-960Closed |
$46K - $49.7K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-964- 2.01% |
$46.2K - $49.9K
|
47.1K
$3.05M
|