Purchases and Sales Made in Q1 2023 in Ishares Core Dividend Growth E (DGRO)

DGRO Quotes by TradingView

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 10, 2023 Q1 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
17.8K
+ 9.78%
$855K - $923K
200K $12.8M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
17.3K
+ 4.14%
$831K - $898K
436K $27.8M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
16.8K
+ 51.88%
$805K - $869K
49.1K $3.14M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
16.7K
+ 2.61%
$802K - $866K
657K $41.9M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
16.1K
New
$771K - $833K
16.1K $1.03M
Apr 19, 2023 Q1 2023
Windsor Group LTD

BUY
 -
16K
+ 12.4%
$769K - $830K
145K $9.27M
May 09, 2023 Q1 2023
Gouws Capital LLC

BUY
 -
15.9K
+ 214.77%
$765K - $826K
23.4K $1.49M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
15.7K
New
$750K - $811K
15.7K $999K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
15.6K
+ 13.14%
$747K - $807K
134K $8.56M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
15.3K
+ 1.91%
$734K - $793K
815K $52M
May 02, 2023 Q1 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
15K
+ 3.46%
$720K - $778K
449K $28.7M
Apr 19, 2023 Q1 2023
Gunma Bank,Ltd.

BUY
 -
15K
+ 17.65%
$719K - $777K
100K $6.38M
Apr 19, 2023 Q1 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
14.9K
+ 127.18%
$716K - $773K
26.7K $1.7M
Apr 24, 2023 Q1 2023
Ridgecrest Wealth Partners, LLC

BUY
 -
14.7K
+ 6.82%
$706K - $763K
231K $14.7M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
14.6K
New
$699K - $755K
14.6K $930K
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
14.5K
New
$694K - $750K
14.5K $924K
Apr 21, 2023 Q1 2023
Forte Asset Management LLC

BUY
 -
13.8K
+ 7.3%
$663K - $716K
203K $13M
May 02, 2023 Q1 2023
Davidson Investment Advisors

BUY
 -
13.7K
+ 36.25%
$659K - $712K
51.6K $3.3M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
13.7K
New
$656K - $709K
13.7K $873K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
13.3K
+ 0.92%
$639K - $690K
1.46M $93.4M
May 04, 2023 Q1 2023
Castle Wealth Management LLC

BUY
 -
12.5K
+ 19.46%
$598K - $646K
76.6K $4.89M
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
12.4K
+ 47.34%
$593K - $640K
38.5K $2.45M
May 12, 2023 Q1 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
12.3K
+ 9.79%
$588K - $636K
138K $8.79M
May 01, 2023 Q1 2023
Ifs Advisors, LLC

BUY
 -
11.4K
+ 8.06%
$547K - $591K
153K $9.76M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
11.4K
+ 14.46%
$544K - $588K
89.9K $5.73M
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
10.8K
+ 7.35%
$517K - $558K
157K $10M
Apr 21, 2023 Q1 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
10.7K
+ 5.53%
$511K - $552K
203K $13M
Apr 13, 2023 Q1 2023
Powers Advisory Group, LLC

BUY
 -
10.5K
+ 7.45%
$502K - $542K
151K $9.64M
May 10, 2023 Q1 2023
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
10.2K
+ 2.61%
$488K - $527K
401K $25.6M
May 15, 2023 Q1 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
10.1K
New
$482K - $521K
10.1K $641K
Apr 20, 2023 Q1 2023
Madison Wealth Partners, Inc

BUY
 -
9.91K
+ 1.58%
$475K - $513K
638K $40.7M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
9.64K
+ 42.81%
$462K - $499K
32.2K $2.05M
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
9.61K
New
$461K - $498K
9.61K $613K
Apr 13, 2023 Q1 2023
Accurate Wealth Management, LLC

BUY
 -
9.5K
+ 1323.12%
$455K - $492K
10.2K $652K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
9.3K
+ 9.93%
$446K - $481K
103K $6.57M
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
9.08K
+ 5.73%
$435K - $470K
168K $10.7M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
8.97K
+ 2.45%
$430K - $465K
374K $23.9M
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
8.8K
+ 10.89%
$422K - $455K
89.6K $5.72M
May 12, 2023 Q1 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
8.71K
+ 4.46%
$418K - $451K
204K $13M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
8.7K
New
$417K - $451K
8.7K $555K
Apr 21, 2023 Q1 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
8.62K
+ 8.5%
$413K - $446K
110K $7.02M
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
8.62K
+ 928.66%
$413K - $446K
9.55K $609K
Apr 20, 2023 Q1 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
8.56K
New
$410K - $443K
8.56K $546K
May 10, 2023 Q1 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
8.48K
+ 116.82%
$407K - $439K
15.7K $1M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
8.3K
+ 6.73%
$398K - $430K
131K $8.39M
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
8.28K
New
$397K - $429K
8.28K $529K
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
8.21K
+ 11.23%
$393K - $425K
81.3K $5.19M
Apr 27, 2023 Q1 2023
Autumn Glory Partners, LLC

BUY
 -
8.06K
+ 7.36%
$386K - $417K
118K $7.5M
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
8.05K
New
$386K - $417K
8.05K $514K

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