Purchases and Sales Made in Q2 2023 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.22M+ 2907.06% |
$158M - $166M
|
3.33M
$205M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.63M+ 135.03% |
$80.2M - $84.2M
|
2.84M
$175M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
546KNew |
$26.8M - $28.1M
|
546K
$33.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
377K+ 2.01% |
$18.5M - $19.4M
|
19.2M
$1.18B
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
280K+ 11.55% |
$13.7M - $14.4M
|
2.7M
$166M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
268K+ 9.11% |
$13.1M - $13.8M
|
3.21M
$197M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
257K+ 8.24% |
$12.6M - $13.2M
|
3.37M
$207M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
232K+ 3127.31% |
$11.4M - $11.9M
|
239K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
229K+ 38.77% |
$11.2M - $11.8M
|
818K
$50.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
193KNew |
$9.47M - $9.94M
|
193K
$11.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
187K+ 2.14% |
$9.15M - $9.61M
|
8.89M
$547M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
184K+ 55.09% |
$9.01M - $9.46M
|
517K
$31.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
167K+ 468.78% |
$8.18M - $8.59M
|
202K
$12.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
165KNew |
$8.07M - $8.48M
|
165K
$10.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
122K+ 1.87% |
$6M - $6.3M
|
6.67M
$410M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
111KNew |
$5.46M - $5.73M
|
111K
$6.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
109K+ 13.39% |
$5.36M - $5.62M
|
924K
$56.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
106K+ 2.21% |
$5.19M - $5.45M
|
4.91M
$302M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
106K+ 2.21% |
$5.19M - $5.45M
|
4.91M
$302M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
105KNew |
$5.15M - $5.41M
|
105K
$6.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
97.7K+ 102.89% |
$4.8M - $5.04M
|
193K
$11.9M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
81.2K+ 41.36% |
$3.98M - $4.18M
|
277K
$17.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
70.8KNew |
$3.47M - $3.65M
|
70.8K
$4.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
70.7K+ 28.39% |
$3.47M - $3.64M
|
320K
$19.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
68.7KNew |
$3.37M - $3.54M
|
68.7K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
62.4K+ 164.49% |
$3.06M - $3.21M
|
100K
$6.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
61.6K+ 75.79% |
$3.02M - $3.17M
|
143K
$8.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
60.4KNew |
$2.96M - $3.11M
|
60.4K
$3.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
60.4K+ 4.52% |
$2.96M - $3.11M
|
1.4M
$85.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
58.6KNew |
$2.88M - $3.02M
|
58.6K
$3.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
56.4K+ 40.99% |
$2.77M - $2.91M
|
194K
$11.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
55.2K+ 31.72% |
$2.71M - $2.85M
|
229K
$14.1M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
53.2K+ 17.13% |
$2.61M - $2.74M
|
364K
$22.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.4K+ 157.73% |
$2.52M - $2.65M
|
84K
$5.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
51.2K+ 354.71% |
$2.52M - $2.64M
|
65.7K
$4.04M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
50.1K+ 18.94% |
$2.46M - $2.58M
|
315K
$19.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47.7K+ 210.13% |
$2.34M - $2.46M
|
70.4K
$4.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
47K+ 10.77% |
$2.31M - $2.42M
|
483K
$29.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
44.7K+ 4.27% |
$2.2M - $2.3M
|
1.09M
$67.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.7K+ 24.3% |
$2.19M - $2.3M
|
228K
$14.1M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
44.1K+ 6.39% |
$2.16M - $2.27M
|
734K
$45.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
43.8K+ 6.66% |
$2.15M - $2.25M
|
701K
$43.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.8K+ 12.15% |
$2.1M - $2.2M
|
395K
$24.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
42.1K+ 4.41% |
$2.07M - $2.17M
|
998K
$61.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40.2K+ 48.5% |
$1.97M - $2.07M
|
123K
$7.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
38.8K+ 3.47% |
$1.9M - $2M
|
1.16M
$71.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
38.5K+ 4.64% |
$1.89M - $1.98M
|
868K
$53.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
38.4KNew |
$1.89M - $1.98M
|
38.4K
$2.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
37.3K+ 9.2% |
$1.83M - $1.92M
|
443K
$27.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
36.7K+ 492.66% |
$1.8M - $1.89M
|
44.1K
$2.71M
|