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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-50.4K- 85.43% |
$2.42M - $2.61M
|
8.6K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-50.4K- 85.43% |
$2.42M - $2.61M
|
8.6K
$553K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-51K- 11.03% |
$2.45M - $2.64M
|
411K
$26.4M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-51.2K- 3.71% |
$2.45M - $2.65M
|
1.33M
$85.3M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-51.2K- 11.79% |
$2.45M - $2.65M
|
383K
$24.6M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52K- 5.27% |
$2.49M - $2.69M
|
935K
$60.1M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-54.1K- 42.34% |
$2.59M - $2.8M
|
73.7K
$4.73M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-58.7K- 34.07% |
$2.82M - $3.04M
|
114K
$7.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-64.8K- 19.51% |
$3.1M - $3.35M
|
267K
$17.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-67.3K- 89.9% |
$3.23M - $3.49M
|
7.56K
$486K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-69.2K- 8.65% |
$3.32M - $3.59M
|
731K
$47M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-71.3K- 6.86% |
$3.42M - $3.69M
|
968K
$62.2M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-73.1K- 6.12% |
$3.51M - $3.79M
|
1.12M
$72.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-78.8K- 4.08% |
$3.78M - $4.08M
|
1.85M
$119M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-80.5K- 23.44% |
$3.86M - $4.17M
|
263K
$16.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-85.4K- 25.55% |
$4.09M - $4.42M
|
249K
$16M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-86K- 79.4% |
$4.12M - $4.45M
|
22.3K
$1.43M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-91.9K- 9.39% |
$4.4M - $4.76M
|
886K
$56.9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-100K- 0.53% |
$4.8M - $5.19M
|
18.8M
$1.21B
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-110K- 15.22% |
$5.25M - $5.68M
|
610K
$39.2M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-112K- 2.09% |
$5.35M - $5.78M
|
5.22M
$335M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-112K- 21.09% |
$5.37M - $5.8M
|
419K
$26.9M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-113K- 47.33% |
$5.43M - $5.87M
|
126K
$8.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-127K- 86.91% |
$6.1M - $6.59M
|
19.1K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-128K- 57.64% |
$6.14M - $6.63M
|
94.1K
$6.05M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-135K- 26.95% |
$6.47M - $6.98M
|
366K
$23.5M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-145K- 29.73% |
$6.96M - $7.52M
|
343K
$22M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-162K- 3.76% |
$7.75M - $8.37M
|
4.14M
$266M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-171K- 68.09% |
$8.2M - $8.85M
|
80.1K
$5.15M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-202K- 25.52% |
$9.68M - $10.5M
|
590K
$37.9M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-236K- 80.47% |
$11.3M - $12.2M
|
57.3K
$3.68M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-260K- 2.9% |
$12.5M - $13.5M
|
8.7M
$559M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-275K- 64.0% |
$13.2M - $14.3M
|
155K
$9.95M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-311K- 88.06% |
$14.9M - $16.1M
|
42.2K
$2.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-321K- 86.62% |
$15.4M - $16.6M
|
49.6K
$3.19M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-345K- 70.59% |
$16.5M - $17.8M
|
144K
$9.23M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-399K- 14.15% |
$19.1M - $20.7M
|
2.42M
$156M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-585K- 79.81% |
$28.1M - $30.3M
|
148K
$9.52M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-675K- 11.56% |
$32.4M - $35M
|
5.17M
$332M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-995K- 36.04% |
$47.7M - $51.5M
|
1.77M
$114M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-995K- 36.04% |
$47.7M - $51.5M
|
1.77M
$114M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.1M- 8.18% |
$52.5M - $56.8M
|
12.3M
$790M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.13M- 99.9% |
$54.1M - $58.5M
|
1.13K
$72.5K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.5M- 34.84% |
$72M - $77.7M
|
2.81M
$180M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.68M- 58.08% |
$80.4M - $86.8M
|
1.21M
$77.8M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-24.3M- 99.09% |
$1.17B - $1.26B
|
224K
$14.4M
|