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 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-45- 0.66% |
$2.21K - $2.32K
|
6.74K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-52- 22.81% |
$2.55K - $2.68K
|
176
$10.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-52- 1.1% |
$2.55K - $2.68K
|
4.69K
$287K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-57- 1.58% |
$2.8K - $2.94K
|
3.54K
$217K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-58- 0.4% |
$2.85K - $2.99K
|
14.5K
$888K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-59- 0.14% |
$2.9K - $3.04K
|
40.9K
$2.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-61- 1.06% |
$2.99K - $3.14K
|
5.69K
$349K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-65- 83.33% |
$3.19K - $3.35K
|
13
$796
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-70- 5.03% |
$3.44K - $3.61K
|
1.32K
$81K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-72- 0.01% |
$3.53K - $3.71K
|
839K
$51.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-72- 0.99% |
$3.53K - $3.71K
|
7.17K
$439K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-77- 7.53% |
$3.78K - $3.97K
|
945
$57.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-80- 1.34% |
$3.93K - $4.12K
|
5.9K
$361K
|
|
|
Aug 02, 2023
Q2 2023
|
Matisse Capital
|
SELL
|
- |
-83- 0.06% |
$4.07K - $4.28K
|
141K
$8.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-84- 0.35% |
$4.12K - $4.33K
|
24K
$1.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-84- 0.93% |
$4.12K - $4.33K
|
8.97K
$549K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-88- 0.92% |
$4.32K - $4.53K
|
9.51K
$582K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-95- 1.3% |
$4.66K - $4.9K
|
7.2K
$441K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-96- 1.95% |
$4.71K - $4.95K
|
4.83K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-98- 12.36% |
$4.81K - $5.05K
|
695
$42.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-100- 0.48% |
$4.91K - $5.15K
|
20.5K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 3.7% |
$4.91K - $5.15K
|
2.6K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-115- 0.29% |
$5.64K - $5.93K
|
39.1K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-117- 1.92% |
$5.74K - $6.03K
|
5.98K
$366K
|
|
|
Aug 07, 2023
Q2 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-118- 0.27% |
$5.79K - $6.08K
|
42.8K
$2.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-121- 1.25% |
$5.94K - $6.24K
|
9.58K
$587K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-125- 0.61% |
$6.14K - $6.44K
|
20.4K
$1.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-129- 0.06% |
$6.33K - $6.65K
|
203K
$12.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-129- 1.67% |
$6.33K - $6.65K
|
7.59K
$465K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-131- 10.16% |
$6.43K - $6.75K
|
1.16K
$70.9K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-138- 2.21% |
$6.77K - $7.11K
|
6.1K
$374K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-144- 1.19% |
$7.07K - $7.42K
|
12K
$734K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-145- 1.85% |
$7.12K - $7.47K
|
7.69K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-149- 0.22% |
$7.31K - $7.68K
|
66.3K
$4.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-150- 0.77% |
$7.36K - $7.73K
|
19.2K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-162- 0.31% |
$7.95K - $8.35K
|
51.3K
$3.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-165- 13.58% |
$8.1K - $8.5K
|
1.05K
$64.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-168- 3.08% |
$8.25K - $8.66K
|
5.28K
$324K
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-181- 0.23% |
$8.88K - $9.33K
|
77.8K
$4.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-181- 1.16% |
$8.88K - $9.33K
|
15.4K
$941K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-185- 1.44% |
$9.08K - $9.53K
|
12.7K
$778K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-189- 1.59% |
$9.28K - $9.74K
|
11.7K
$718K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-200- 0.72% |
$9.82K - $10.3K
|
27.5K
$1.68M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 2.26% |
$9.82K - $10.3K
|
8.65K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-201- 0.77% |
$9.87K - $10.4K
|
26K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-216- 0.7% |
$10.6K - $11.1K
|
30.6K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-217- 5.75% |
$10.7K - $11.2K
|
3.55K
$218K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-219- 1.09% |
$10.7K - $11.3K
|
19.9K
$1.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-225- 3.03% |
$11K - $11.6K
|
7.21K
$442K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-227- 0.54% |
$11.1K - $11.7K
|
42.1K
$2.58M
|