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 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.96K+ 3.37% |
$381K - $412K
|
244K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.88K+ 5.82% |
$378K - $408K
|
143K
$9.2M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.8K+ 19.99% |
$374K - $404K
|
46.8K
$3.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
7.63K+ 5.96% |
$366K - $395K
|
136K
$8.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.58K+ 10.32% |
$363K - $392K
|
81K
$5.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
7.57KNew |
$363K - $392K
|
7.57K
$487K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
7.53KNew |
$361K - $390K
|
7.53K
$484K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
7.49K+ 4.9% |
$359K - $388K
|
160K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.44KNew |
$357K - $385K
|
7.44K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
7.41K+ 1.85% |
$355K - $384K
|
408K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.19K+ 9.5% |
$344K - $372K
|
82.8K
$5.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7.08KNew |
$339K - $367K
|
7.08K
$455K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.9KNew |
$331K - $357K
|
6.9K
$443K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.89K+ 20.9% |
$330K - $357K
|
39.8K
$2.56M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 1.42% |
$322K - $348K
|
481K
$30.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
6.45K+ 27.52% |
$309K - $334K
|
29.9K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.25K+ 11.88% |
$300K - $324K
|
58.8K
$3.78M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
6.03K+ 8.91% |
$289K - $312K
|
73.7K
$4.74M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.87K+ 175.58% |
$281K - $304K
|
9.21K
$592K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5.75K+ 72.02% |
$276K - $298K
|
13.7K
$882K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.72KNew |
$274K - $296K
|
5.72K
$367K
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
5.72KNew |
$274K - $296K
|
5.72K
$367K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
5.68KNew |
$272K - $294K
|
5.68K
$365K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5.66K+ 14.84% |
$271K - $293K
|
43.8K
$2.81M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.61KNew |
$269K - $290K
|
5.61K
$360K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.49K+ 12.03% |
$263K - $284K
|
51.2K
$3.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.34K+ 58.7% |
$256K - $277K
|
14.4K
$928K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.29K+ 8.79% |
$253K - $274K
|
65.4K
$4.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.15K+ 4.54% |
$247K - $267K
|
119K
$7.63M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.15KNew |
$247K - $266K
|
5.15K
$331K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.14K+ 5.75% |
$246K - $266K
|
94.5K
$6.07M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.14K+ 0.17% |
$246K - $266K
|
3.11M
$200M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
5.04K+ 26.81% |
$242K - $261K
|
23.9K
$1.53M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
4.92KNew |
$236K - $255K
|
4.92K
$316K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
4.85KNew |
$232K - $251K
|
4.85K
$312K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.84KNew |
$232K - $251K
|
4.84K
$311K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.78K+ 9562.0% |
$229K - $248K
|
4.83K
$310K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.73KNew |
$227K - $245K
|
4.73K
$304K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.66K+ 1.87% |
$223K - $241K
|
254K
$16.3M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.65KNew |
$223K - $241K
|
4.65K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.61K+ 8.09% |
$221K - $239K
|
61.5K
$3.95M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.6K+ 9.21% |
$221K - $238K
|
54.6K
$3.51M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.59K+ 14.67% |
$220K - $237K
|
35.8K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.57K+ 36.47% |
$219K - $237K
|
17.1K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
4.54K+ 1.61% |
$218K - $235K
|
286K
$18.4M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.53KNew |
$217K - $235K
|
4.53K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.51K+ 3.47% |
$216K - $234K
|
135K
$8.65M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.5K+ 17.01% |
$216K - $233K
|
30.9K
$1.99M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
4.47KNew |
$214K - $232K
|
4.47K
$287K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.41K+ 10.13% |
$211K - $228K
|
47.9K
$3.08M
|