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 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-833- 4.68% |
$40.9K - $42.9K
|
17K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-856- 44.01% |
$42K - $44.1K
|
1.09K
$66.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-902- 15.28% |
$44.3K - $46.5K
|
5K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-909- 6.83% |
$44.6K - $46.8K
|
12.4K
$759K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-927- 3.48% |
$45.5K - $47.8K
|
25.7K
$1.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-942- 3.15% |
$46.2K - $48.5K
|
28.9K
$1.77M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-942- 9.71% |
$46.2K - $48.5K
|
8.76K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-950- 64.63% |
$46.6K - $49K
|
520
$31.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-952- 11.45% |
$46.7K - $49.1K
|
7.37K
$451K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-957- 1.4% |
$47K - $49.3K
|
67.4K
$4.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-961- 3.99% |
$47.2K - $49.5K
|
23.1K
$1.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.06K- 12.39% |
$52.1K - $54.7K
|
7.5K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.06K- 94.24% |
$52.2K - $54.8K
|
65
$3.98K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.1K- 98.04% |
$54.1K - $56.8K
|
22
$1.35K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.11K- 2.59% |
$54.2K - $56.9K
|
41.6K
$2.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.23K- 11.81% |
$60.1K - $63.1K
|
9.15K
$560K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.24K- 3.84% |
$60.8K - $63.8K
|
31K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.28K- 12.17% |
$62.8K - $66K
|
9.23K
$565K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.3K- 10.46% |
$63.9K - $67.1K
|
11.1K
$682K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.32K- 1.35% |
$64.8K - $68.1K
|
96.7K
$5.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.37K- 10.57% |
$67K - $70.3K
|
11.5K
$707K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.37K- 7.46% |
$67.2K - $70.6K
|
17K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 6.22% |
$68.7K - $72.1K
|
21.1K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 6.22% |
$68.7K - $72.1K
|
21.1K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.42K- 22.07% |
$69.4K - $72.9K
|
5K
$306K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1.43K- 0.75% |
$70.1K - $73.6K
|
190K
$11.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.47K- 10.49% |
$72.1K - $75.7K
|
12.5K
$768K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.5K- 13.49% |
$73.4K - $77K
|
9.58K
$587K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.52K- 8.08% |
$74.8K - $78.5K
|
17.3K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.53K- 2.46% |
$75.1K - $78.8K
|
60.7K
$3.72M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.54K- 9.85% |
$75.4K - $79.2K
|
14.1K
$861K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.55K- 64.0% |
$75.8K - $79.6K
|
869
$53.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.55K- 6.24% |
$76.1K - $79.9K
|
23.3K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.55K- 2.33% |
$76.3K - $80.1K
|
65.3K
$4M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 16.95% |
$76.6K - $80.4K
|
7.65K
$469K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.62K- 19.8% |
$79.5K - $83.4K
|
6.56K
$401K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.71K- 21.83% |
$83.9K - $88.1K
|
6.12K
$375K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.72K- 2.78% |
$84.3K - $88.5K
|
60.2K
$3.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.72K- 2.01% |
$84.5K - $88.7K
|
83.8K
$5.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.74K- 11.51% |
$85.6K - $89.9K
|
13.4K
$821K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.79K- 20.12% |
$88K - $92.4K
|
7.12K
$436K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.8K- 20.68% |
$88.3K - $92.7K
|
6.9K
$423K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.8K- 3.35% |
$88.3K - $92.7K
|
51.9K
$3.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.8K- 14.24% |
$88.4K - $92.8K
|
10.8K
$664K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.86K- 0.68% |
$91.1K - $95.6K
|
270K
$16.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.87K- 26.09% |
$91.7K - $96.3K
|
5.29K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2K- 4.73% |
$97.9K - $103K
|
40.2K
$2.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.02K- 23.69% |
$99.3K - $104K
|
6.52K
$399K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.03K- 6.07% |
$99.6K - $105K
|
31.4K
$1.92M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.04K- 7.9% |
$100K - $105K
|
23.8K
$1.46M
|