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 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.11K- 6.82% |
$341K - $368K
|
97.1K
$6.28M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.14K- 10.89% |
$342K - $370K
|
58.5K
$3.78M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.24K- 46.95% |
$347K - $375K
|
8.18K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.3K- 26.64% |
$350K - $378K
|
20.1K
$1.3M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.91K- 45.98% |
$379K - $410K
|
9.29K
$601K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.06K- 39.29% |
$386K - $417K
|
12.4K
$806K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.16K- 5.47% |
$391K - $423K
|
141K
$9.13M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8.42K- 18.49% |
$404K - $436K
|
37.1K
$2.4M
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8.53K- 10.75% |
$409K - $442K
|
70.8K
$4.58M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.74K- 31.44% |
$419K - $453K
|
19.1K
$1.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9K- 17.62% |
$432K - $466K
|
42.1K
$2.72M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-9.1K- 58.64% |
$436K - $471K
|
6.42K
$416K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.4K- 14.23% |
$450K - $487K
|
56.6K
$3.67M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-9.44K- 45.46% |
$452K - $489K
|
11.3K
$733K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-10.3K- 8.61% |
$494K - $533K
|
109K
$7.07M
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-10.4K- 33.61% |
$499K - $539K
|
20.5K
$1.33M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-10.5K- 5.85% |
$502K - $543K
|
169K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.8K- 13.51% |
$516K - $557K
|
68.9K
$4.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-11.1K- 5.71% |
$530K - $573K
|
182K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.6K- 22.82% |
$605K - $654K
|
42.7K
$2.76M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.8K- 23.54% |
$613K - $662K
|
41.5K
$2.69M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-13.2K- 14.36% |
$632K - $682K
|
78.6K
$5.08M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.2K- 4.32% |
$634K - $685K
|
293K
$18.9M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-13.6K- 4.68% |
$652K - $705K
|
277K
$17.9M
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-14.2K- 21.55% |
$680K - $735K
|
51.6K
$3.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-15.6K- 5.95% |
$750K - $810K
|
247K
$16M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.9K- 4.31% |
$760K - $822K
|
352K
$22.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-16.1K- 4.0% |
$770K - $832K
|
385K
$24.9M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.3K- 8.81% |
$828K - $894K
|
179K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-17.7K- 69.33% |
$849K - $917K
|
7.83K
$507K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-18.3K- 42.24% |
$877K - $948K
|
25K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-18.8K- 12.37% |
$902K - $975K
|
133K
$8.63M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-19.3K- 18.18% |
$923K - $997K
|
86.6K
$5.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.5K- 3.73% |
$935K - $1.01M
|
504K
$32.6M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-20.3K- 6.95% |
$973K - $1.05M
|
272K
$17.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.5K- 33.07% |
$1.03M - $1.11M
|
43.5K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-22.3K- 38.48% |
$1.07M - $1.15M
|
35.6K
$2.3M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-23.5K- 2.26% |
$1.13M - $1.22M
|
1.01M
$65.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-24.9K- 23.76% |
$1.2M - $1.29M
|
80K
$5.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-25.5K- 5.11% |
$1.22M - $1.32M
|
474K
$30.7M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-25.8K- 6.1% |
$1.24M - $1.34M
|
397K
$25.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.3K- 4.48% |
$1.4M - $1.52M
|
625K
$40.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-30.4K- 16.7% |
$1.46M - $1.58M
|
152K
$9.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-30.4K- 5.23% |
$1.46M - $1.58M
|
552K
$35.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-36.5K- 39.97% |
$1.75M - $1.89M
|
54.8K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.6K- 4.1% |
$1.95M - $2.11M
|
951K
$61.6M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-40.8K- 18.36% |
$1.95M - $2.11M
|
181K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-45.1K- 63.31% |
$2.16M - $2.34M
|
26.2K
$1.69M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-45.4K- 22.33% |
$2.18M - $2.35M
|
158K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45.7K- 10.46% |
$2.19M - $2.36M
|
391K
$25.3M
|