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 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.23K+ 1.19% |
$107K - $115K
|
189K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.17K+ 6.19% |
$104K - $112K
|
37.3K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.16K+ 20.12% |
$104K - $112K
|
12.9K
$830K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.06K+ 2.99% |
$98.7K - $107K
|
71K
$4.56M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.03K+ 52.07% |
$97.2K - $105K
|
5.92K
$380K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.02K+ 31.05% |
$97K - $105K
|
8.54K
$549K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.82K+ 4.59% |
$87.4K - $94.5K
|
41.5K
$2.67M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.81K+ 3.91% |
$86.6K - $93.6K
|
48K
$3.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.8K+ 2.31% |
$86.4K - $93.4K
|
79.8K
$5.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.8K+ 2.74% |
$86.3K - $93.3K
|
67.5K
$4.34M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.79K+ 25.19% |
$86K - $92.9K
|
8.92K
$573K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.78KNew |
$85.4K - $92.3K
|
1.78K
$115K
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.76K+ 1.8% |
$84.5K - $91.3K
|
99.4K
$6.39M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.74K+ 33.81% |
$83.5K - $90.2K
|
6.89K
$443K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.71K+ 12.35% |
$81.9K - $88.5K
|
15.6K
$999K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.69K+ 5.91% |
$80.8K - $87.3K
|
30.2K
$1.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 0.59% |
$80.6K - $87.1K
|
288K
$18.5M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.67K+ 5.39% |
$80K - $86.4K
|
32.6K
$2.1M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.67K+ 13.03% |
$79.8K - $86.2K
|
14.4K
$928K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.64K+ 2.47% |
$78.6K - $84.9K
|
68K
$4.37M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.59K+ 13.31% |
$76.2K - $82.3K
|
13.5K
$869K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.59K+ 0.91% |
$76.1K - $82.2K
|
177K
$11.4M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.58K+ 5.28% |
$75.7K - $81.8K
|
31.5K
$2.02M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.53K+ 11.26% |
$73.3K - $79.2K
|
15.1K
$971K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
1.5K+ 13.29% |
$71.8K - $77.6K
|
12.8K
$821K
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.48K+ 28.63% |
$70.9K - $76.5K
|
6.64K
$427K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.41K+ 28.23% |
$67.6K - $73.1K
|
6.41K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.34K+ 7.64% |
$64.2K - $69.3K
|
18.9K
$1.21M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.25K+ 1.43% |
$59.7K - $64.5K
|
88.5K
$5.69M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.24K+ 0.53% |
$59.3K - $64.1K
|
235K
$15.1M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.2K+ 0.63% |
$57.4K - $62K
|
193K
$12.4M
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.13K+ 12.89% |
$54.2K - $58.5K
|
9.9K
$636K
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.11K+ 1.12% |
$53.3K - $57.6K
|
100K
$6.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.1K+ 17.46% |
$52.7K - $57K
|
7.4K
$476K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 3.79% |
$52.6K - $56.8K
|
30K
$1.93M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.09K+ 0.64% |
$52K - $56.2K
|
170K
$11M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.05K+ 21.37% |
$50.3K - $54.4K
|
5.96K
$383K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.05KNew |
$50.3K - $54.4K
|
1.05K
$67.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.05K+ 4.63% |
$50.2K - $54.3K
|
23.7K
$1.52M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 12.58% |
$49.3K - $53.3K
|
9.21K
$592K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.02K+ 1030.3% |
$48.9K - $52.8K
|
1.12K
$71.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 12.42% |
$48.8K - $52.7K
|
9.21K
$592K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.01K+ 1.35% |
$48.5K - $52.4K
|
76K
$4.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.01K+ 2.93% |
$48.4K - $52.3K
|
35.5K
$2.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
989+ 1.53% |
$47.4K - $51.2K
|
65.5K
$4.21M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
980+ 14.66% |
$47K - $50.8K
|
7.66K
$492K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
962+ 14.46% |
$46.1K - $49.8K
|
7.61K
$489K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
943+ 0.68% |
$45.2K - $48.8K
|
139K
$8.95M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
928+ 5.79% |
$44.5K - $48.1K
|
17K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
890+ 2.24% |
$42.7K - $46.1K
|
40.7K
$2.61M
|