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 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.4K+ 19.38% |
$211K - $228K
|
27.1K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.35KNew |
$208K - $225K
|
4.35K
$281K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.33K+ 4.64% |
$208K - $224K
|
97.7K
$6.32M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.32KNew |
$207K - $224K
|
4.32K
$280K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.29K+ 1.62% |
$206K - $222K
|
270K
$17.5M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.17K+ 103.32% |
$200K - $216K
|
8.21K
$531K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 2.81% |
$200K - $216K
|
153K
$9.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.13KNew |
$198K - $214K
|
4.13K
$267K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.13K+ 41.75% |
$198K - $214K
|
14K
$907K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.1K+ 6.49% |
$197K - $212K
|
67.3K
$4.36M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.07K+ 36.39% |
$195K - $211K
|
15.3K
$987K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.05KNew |
$194K - $210K
|
4.05K
$262K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.71K+ 38.29% |
$178K - $192K
|
13.4K
$868K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.71K+ 6.69% |
$178K - $192K
|
59.1K
$3.82M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.67K+ 1.37% |
$176K - $190K
|
271K
$17.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.67K+ 5.5% |
$176K - $190K
|
70.4K
$4.55M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.64K+ 16.38% |
$175K - $189K
|
25.9K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.62K+ 0.67% |
$174K - $188K
|
547K
$35.4M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.54K+ 7.01% |
$170K - $183K
|
54K
$3.5M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.49K+ 10.88% |
$167K - $181K
|
35.6K
$2.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.48K+ 1.29% |
$167K - $180K
|
274K
$17.7M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.43K+ 12.07% |
$164K - $178K
|
31.9K
$2.06M
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.34K+ 12.13% |
$160K - $173K
|
30.9K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.34K+ 30.39% |
$160K - $173K
|
14.3K
$927K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.26K+ 5.37% |
$156K - $169K
|
63.9K
$4.14M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.17K+ 13.43% |
$152K - $164K
|
26.7K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.16K+ 10.8% |
$152K - $164K
|
32.4K
$2.1M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.11K+ 1.19% |
$149K - $161K
|
264K
$17.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.06KNew |
$147K - $158K
|
3.06K
$198K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
3K+ 5.92% |
$144K - $155K
|
53.7K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3K+ 57.05% |
$144K - $155K
|
8.26K
$535K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
2.97K+ 25.87% |
$143K - $154K
|
14.5K
$937K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.97K+ 25.87% |
$143K - $154K
|
14.5K
$937K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.97K+ 17.27% |
$142K - $154K
|
20.1K
$1.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.92K+ 30.32% |
$140K - $151K
|
12.6K
$813K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.91K+ 37.16% |
$139K - $150K
|
10.7K
$694K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.9K+ 68.17% |
$139K - $150K
|
7.16K
$463K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.8K+ 7.85% |
$134K - $145K
|
38.5K
$2.49M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.74K+ 3.0% |
$131K - $142K
|
94.1K
$6.09M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.7KNew |
$129K - $140K
|
2.7K
$175K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.59K+ 27.64% |
$124K - $134K
|
12K
$775K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.58KNew |
$124K - $134K
|
2.58K
$167K
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2.54K+ 3.22% |
$122K - $131K
|
81.4K
$5.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.53K+ 7.01% |
$121K - $131K
|
38.7K
$2.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.52K+ 1.24% |
$121K - $130K
|
205K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.47K+ 51.7% |
$118K - $128K
|
7.23K
$468K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.45K+ 20.71% |
$117K - $127K
|
14.3K
$924K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.35K+ 22.18% |
$113K - $122K
|
13K
$838K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.31K+ 3.09% |
$111K - $119K
|
77K
$4.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
2.29K+ 0.8% |
$110K - $118K
|
289K
$18.7M
|