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
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
53.4K+ 39.66% |
$2.56M - $2.77M
|
188K
$12.1M
|
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
52.1K+ 634.55% |
$2.5M - $2.7M
|
60.3K
$3.87M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.6K+ 15.2% |
$2.47M - $2.67M
|
391K
$25.1M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
51K+ 5.88% |
$2.45M - $2.64M
|
918K
$59M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
50.4KNew |
$2.41M - $2.61M
|
50.4K
$3.24M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
49.3K+ 15.86% |
$2.36M - $2.55M
|
360K
$23.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
47.4K+ 47.37% |
$2.27M - $2.45M
|
147K
$9.47M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
46.9K+ 14.34% |
$2.25M - $2.43M
|
374K
$24M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
46.5KNew |
$2.23M - $2.41M
|
46.5K
$2.99M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45.7K+ 11.68% |
$2.19M - $2.36M
|
437K
$28.1M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
44.9K+ 25.37% |
$2.15M - $2.32M
|
222K
$14.2M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
44.4KNew |
$2.13M - $2.3M
|
44.4K
$2.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
43.2K+ 5.18% |
$2.07M - $2.24M
|
877K
$56.3M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42.8K+ 8.74% |
$2.05M - $2.22M
|
532K
$34.2M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.6K+ 5.34% |
$2.04M - $2.2M
|
839K
$53.9M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
42.2KNew |
$2.02M - $2.18M
|
42.2K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41.8K+ 3.69% |
$2.01M - $2.17M
|
1.18M
$75.5M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
40.9K+ 10.71% |
$1.96M - $2.12M
|
423K
$27.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39.8K+ 6.48% |
$1.91M - $2.06M
|
654K
$42M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
38.4K+ 5.88% |
$1.84M - $1.99M
|
690K
$44.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37.8K+ 4.15% |
$1.81M - $1.96M
|
950K
$61.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
37.1K+ 29.2% |
$1.78M - $1.92M
|
164K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36.3K+ 19.7% |
$1.74M - $1.88M
|
221K
$14.2M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.7K+ 28.74% |
$1.66M - $1.8M
|
155K
$9.98M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
34.3K+ 106.84% |
$1.65M - $1.78M
|
66.4K
$4.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
34.2K+ 497.48% |
$1.64M - $1.77M
|
41K
$2.64M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
34K+ 7.49% |
$1.63M - $1.76M
|
488K
$31.4M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33.3K+ 8.87% |
$1.6M - $1.72M
|
409K
$26.3M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
32.9K+ 40.21% |
$1.58M - $1.71M
|
115K
$7.38M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
31.5K+ 2.41% |
$1.51M - $1.63M
|
1.34M
$85.8M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
30.9K+ 98.7% |
$1.48M - $1.6M
|
62.2K
$4M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
29.5K+ 4.41% |
$1.41M - $1.53M
|
698K
$44.9M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
28KNew |
$1.34M - $1.45M
|
28K
$1.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
27K+ 104.17% |
$1.29M - $1.4M
|
52.9K
$3.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
26.9K+ 3.64% |
$1.29M - $1.39M
|
767K
$49.3M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
26.6K+ 386.17% |
$1.27M - $1.38M
|
33.4K
$2.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
BUY
|
- |
26.4K+ 6.21% |
$1.27M - $1.37M
|
453K
$29.1M
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
25.5K+ 2.33% |
$1.22M - $1.32M
|
1.12M
$71.8M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
25.4K+ 164.37% |
$1.22M - $1.32M
|
40.9K
$2.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
25K+ 22.22% |
$1.2M - $1.3M
|
138K
$8.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
24.8KNew |
$1.19M - $1.29M
|
24.8K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.2K+ 162.94% |
$1.16M - $1.25M
|
39K
$2.51M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
24.1KNew |
$1.15M - $1.25M
|
24.1K
$1.55M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24K+ 11.87% |
$1.15M - $1.24M
|
226K
$14.5M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
22.9K+ 269.91% |
$1.1M - $1.18M
|
31.3K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
21.1K+ 67.67% |
$1.01M - $1.09M
|
52.2K
$3.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
19.5K+ 7.23% |
$937K - $1.01M
|
290K
$18.6M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
19.3K+ 3.75% |
$926K - $1M
|
534K
$34.3M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
19K+ 5.59% |
$911K - $984K
|
359K
$23.1M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
19K+ 108.79% |
$909K - $981K
|
36.4K
$2.34M
|