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 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.41K- 4.84% |
$115K - $125K
|
47.4K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.47K- 0.91% |
$118K - $128K
|
269K
$17.4M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.5K- 16.24% |
$120K - $129K
|
12.9K
$834K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.54K- 3.77% |
$122K - $132K
|
64.9K
$4.2M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.68K- 77.18% |
$129K - $139K
|
793
$51.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.69K- 12.19% |
$129K - $139K
|
19.4K
$1.26M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.73K- 7.14% |
$131K - $141K
|
35.5K
$2.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.74K- 12.18% |
$131K - $142K
|
19.8K
$1.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.75K- 19.36% |
$132K - $142K
|
11.4K
$740K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-2.8K- 4.49% |
$134K - $145K
|
59.5K
$3.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.89K- 38.41% |
$138K - $150K
|
4.63K
$300K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.93K- 25.11% |
$141K - $152K
|
8.75K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.02K- 4.29% |
$145K - $156K
|
67.3K
$4.36M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.12K- 14.63% |
$150K - $162K
|
18.2K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.16K- 4.93% |
$152K - $164K
|
61.1K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.17K- 27.92% |
$152K - $164K
|
8.18K
$529K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-3.29K- 37.64% |
$158K - $170K
|
5.45K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.43K- 1.77% |
$164K - $178K
|
190K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.51K- 78.53% |
$168K - $182K
|
959
$62.1K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-3.62K- 3.67% |
$174K - $188K
|
95K
$6.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.68K- 23.59% |
$176K - $191K
|
11.9K
$771K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3.84K- 1.2% |
$184K - $199K
|
316K
$20.4M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.89K- 17.3% |
$186K - $201K
|
18.6K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.93K- 14.2% |
$189K - $204K
|
23.8K
$1.54M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.94K- 5.61% |
$189K - $204K
|
66.3K
$4.29M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4K- 65.7% |
$192K - $207K
|
2.09K
$135K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-4.15K- 10.45% |
$199K - $215K
|
35.5K
$2.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.18K- 1.65% |
$200K - $217K
|
249K
$16.1M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.22K- 21.7% |
$202K - $218K
|
15.2K
$985K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-4.22K- 6.04% |
$202K - $219K
|
65.7K
$4.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.25K- 2.38% |
$204K - $220K
|
174K
$11.3M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.43K- 31.62% |
$212K - $229K
|
9.57K
$619K
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.43K- 6.22% |
$213K - $230K
|
66.8K
$4.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.54K- 9.57% |
$218K - $235K
|
42.9K
$2.78M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.55K- 51.37% |
$218K - $236K
|
4.31K
$279K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.57K- 35.47% |
$219K - $237K
|
8.32K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.58K- 2.36% |
$220K - $237K
|
189K
$12.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-4.66K- 2.38% |
$223K - $241K
|
191K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.66K- 69.26% |
$224K - $241K
|
2.07K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.78K- 98.97% |
$229K - $248K
|
50
$3.24K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.82K- 2.19% |
$231K - $250K
|
215K
$13.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.04K- 1.53% |
$242K - $261K
|
325K
$21.1M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.1KClosed |
$244K - $264K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.5K- 7.63% |
$264K - $285K
|
66.6K
$4.31M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.68K- 32.58% |
$272K - $294K
|
11.8K
$761K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.72K- 5.58% |
$274K - $296K
|
96.8K
$6.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-6.01K- 1.7% |
$288K - $311K
|
348K
$22.5M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.37K- 16.0% |
$305K - $330K
|
33.4K
$2.16M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6.4K- 62.92% |
$307K - $331K
|
3.77K
$244K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.56K- 19.5% |
$314K - $340K
|
27.1K
$1.75M
|