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
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
31+ 0.36% |
$1.49K - $1.61K
|
8.73K
$566K
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
31+ 0.13% |
$1.49K - $1.61K
|
23.7K
$1.54M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
30+ 0.17% |
$1.44K - $1.55K
|
18.1K
$1.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
25+ 0.37% |
$1.2K - $1.29K
|
6.87K
$445K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
23+ 0.28% |
$1.1K - $1.19K
|
8.38K
$542K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
19+ 0.27% |
$911 - $984
|
7.05K
$456K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
16+ 0.63% |
$767 - $829
|
2.57K
$166K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.21% |
$719 - $777
|
7.22K
$467K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.15% |
$719 - $777
|
9.8K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.62% |
$719 - $777
|
2.42K
$157K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13+ 0.2% |
$623 - $673
|
6.57K
$426K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.27% |
$527 - $570
|
4.16K
$269K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
9+ 0.09% |
$431 - $466
|
9.67K
$626K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.58% |
$336 - $363
|
1.21K
$78.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6+ 0.11% |
$288 - $311
|
5.47K
$354K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
6New |
$288 - $311
|
6
$389
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5+ 0.05% |
$240 - $259
|
10.5K
$681K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
5+ 0.63% |
$240 - $259
|
795
$51.5K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.4% |
$240 - $259
|
1.26K
$81.5K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$192 - $207
|
4
$259
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.63% |
$192 - $207
|
639
$41.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.63% |
$192 - $207
|
641
$41.5K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.08% |
$144 - $155
|
3.63K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.78% |
$144 - $155
|
389
$25.2K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.51% |
$144 - $155
|
594
$38.5K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2+ 0.01% |
$95.9 - $104
|
15.2K
$985K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$95.9 - $104
|
8.21K
$532K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.43% |
$95.9 - $104
|
465
$30.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1+ 0.01% |
$47.9 - $51.8
|
8.8K
$570K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.93% |
$47.9 - $51.8
|
109
$7.06K
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$47.9 - $51.8
|
5.46K
$354K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4Closed |
$192 - $207
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.28% |
$336 - $363
|
2.52K
$163K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-9- 0.06% |
$431 - $466
|
14.6K
$942K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-10- 0.05% |
$479 - $518
|
21K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-12- 0.2% |
$575 - $621
|
5.98K
$387K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-19- 0.53% |
$911 - $984
|
3.6K
$233K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-26- 0.45% |
$1.25K - $1.35K
|
5.69K
$369K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-26- 0.08% |
$1.25K - $1.35K
|
31.5K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-27- 21.77% |
$1.29K - $1.4K
|
97
$6.28K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-32- 0.48% |
$1.53K - $1.66K
|
6.66K
$431K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-36- 0.81% |
$1.73K - $1.86K
|
4.39K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-38- 0.42% |
$1.82K - $1.97K
|
9.06K
$586K
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-41- 0.14% |
$1.97K - $2.12K
|
29.9K
$1.94M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-49- 0.66% |
$2.35K - $2.54K
|
7.38K
$478K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.06% |
$2.44K - $2.64K
|
4.74K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-61- 0.34% |
$2.92K - $3.16K
|
18K
$1.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-63- 4.33% |
$3.02K - $3.26K
|
1.39K
$90.1K
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-67- 0.43% |
$3.21K - $3.47K
|
15.6K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-67- 5.62% |
$3.21K - $3.47K
|
1.13K
$72.8K
|