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 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1K- 66.67% |
$47.9K - $51.8K
|
500
$32.1K
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.02K- 0.65% |
$48.8K - $52.7K
|
156K
$10M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.03K- 1.49% |
$49.5K - $53.4K
|
68.4K
$4.39M
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.07KClosed |
$51.2K - $55.3K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.09K- 0.61% |
$52.2K - $56.4K
|
176K
$11.3M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 5.1% |
$52.8K - $57K
|
20.5K
$1.32M
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.11K- 42.91% |
$53K - $57.2K
|
1.47K
$94.5K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.14K- 12.82% |
$54.4K - $58.8K
|
7.72K
$496K
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.2K- 20.36% |
$57.3K - $61.9K
|
4.67K
$300K
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.2K- 21.38% |
$57.5K - $62.1K
|
4.41K
$284K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.21K- 4.5% |
$57.9K - $62.6K
|
25.7K
$1.65M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.24K- 2.04% |
$59.3K - $64.1K
|
59.3K
$3.81M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.24K- 21.98% |
$59.4K - $64.2K
|
4.4K
$283K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.27K- 39.12% |
$60.7K - $65.6K
|
1.97K
$127K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3K- 5.42% |
$62.3K - $67.3K
|
22.7K
$1.46M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.33K- 0.12% |
$63.6K - $68.7K
|
1.12M
$72.1M
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.34K- 4.16% |
$64.3K - $69.5K
|
30.9K
$1.98M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.37K- 15.29% |
$65.4K - $70.7K
|
7.56K
$486K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.38K- 7.02% |
$65.9K - $71.2K
|
18.2K
$1.17M
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.38K- 4.67% |
$66.3K - $71.6K
|
28.3K
$1.82M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.41K- 1.62% |
$67.6K - $73.1K
|
85.5K
$5.5M
|
|
May 04, 2023
Q1 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-1.42K- 1.29% |
$68K - $73.4K
|
109K
$6.98M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.43K- 18.96% |
$68.4K - $73.9K
|
6.09K
$392K
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1.47K- 7.58% |
$70.3K - $76K
|
17.9K
$1.15M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.47K- 12.09% |
$70.7K - $76.3K
|
10.7K
$689K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 2.03% |
$72.1K - $77.8K
|
72.7K
$4.67M
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.54K- 4.92% |
$74K - $79.9K
|
29.8K
$1.92M
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.55K- 2.4% |
$74.2K - $80.1K
|
62.9K
$4.04M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.55K- 1.04% |
$74.4K - $80.3K
|
148K
$9.51M
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
SELL
|
- |
-1.56K- 1.1% |
$74.8K - $80.8K
|
141K
$9.04M
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.59K- 27.78% |
$76.3K - $82.4K
|
4.14K
$266K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.64K- 4.12% |
$78.6K - $84.9K
|
38.2K
$2.45M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.64K- 1.27% |
$78.6K - $84.9K
|
127K
$8.18M
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 1.8% |
$79.1K - $85.5K
|
90.3K
$5.8M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.7K- 1.68% |
$81.4K - $87.9K
|
99.5K
$6.4M
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.73K- 3.28% |
$82.9K - $89.5K
|
51K
$3.28M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.79K- 4.26% |
$85.6K - $92.4K
|
40.1K
$2.58M
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.79K- 3.15% |
$85.8K - $92.7K
|
55K
$3.53M
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-1.79K- 12.58% |
$85.8K - $92.7K
|
12.4K
$799K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.84K- 27.08% |
$88.1K - $95.2K
|
4.95K
$318K
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.86K- 2.53% |
$89.2K - $96.3K
|
71.7K
$4.61M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.94K- 4.52% |
$93.1K - $101K
|
41K
$2.63M
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.96K- 4.02% |
$93.9K - $101K
|
46.8K
$3.01M
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.03K- 0.51% |
$97.5K - $105K
|
395K
$25.4M
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-2.1K- 26.66% |
$101K - $109K
|
5.78K
$371K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.22K- 1.69% |
$106K - $115K
|
129K
$8.3M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.23K- 3.71% |
$107K - $115K
|
57.8K
$3.71M
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-2.27K- 19.88% |
$109K - $117K
|
9.13K
$587K
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.27K- 3.9% |
$109K - $118K
|
55.9K
$3.59M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.34K- 1.46% |
$112K - $121K
|
158K
$10.1M
|