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 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.08K- 2.81% |
$102K - $107K
|
71.7K
$4.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-2.08K- 91.22% |
$102K - $107K
|
200
$12.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.21K- 0.98% |
$108K - $114K
|
224K
$13.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.21K- 5.43% |
$108K - $114K
|
38.5K
$2.36M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.31K- 3.8% |
$113K - $119K
|
58.5K
$3.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.36K- 3.99% |
$116K - $121K
|
56.7K
$3.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-2.37K- 7.78% |
$116K - $122K
|
28.1K
$1.72M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.41K- 25.14% |
$118K - $124K
|
7.16K
$439K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.41K- 2.22% |
$118K - $124K
|
106K
$6.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.42K- 8.92% |
$119K - $124K
|
24.7K
$1.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.5K- 6.58% |
$123K - $129K
|
35.5K
$2.17M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 1.16% |
$126K - $132K
|
219K
$13.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.56K- 3.9% |
$126K - $132K
|
63.1K
$3.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.6K- 34.44% |
$128K - $134K
|
4.95K
$303K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.82K- 3.13% |
$139K - $146K
|
87.4K
$5.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-2.83K- 22.12% |
$139K - $146K
|
9.95K
$609K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.89K- 1.26% |
$142K - $149K
|
226K
$13.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-2.91K- 27.1% |
$143K - $150K
|
7.82K
$479K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.91K- 19.11% |
$143K - $150K
|
12.3K
$754K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.92K- 1.42% |
$143K - $150K
|
202K
$12.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.96K- 20.48% |
$145K - $153K
|
11.5K
$705K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.97K- 3.43% |
$146K - $153K
|
83.6K
$5.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.06K- 3.25% |
$150K - $158K
|
91K
$5.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.08K- 40.68% |
$151K - $159K
|
4.49K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.21K- 17.63% |
$158K - $165K
|
15K
$919K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.22K- 2.41% |
$158K - $166K
|
130K
$7.97M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.22K- 36.47% |
$158K - $166K
|
5.61K
$343K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.22K- 16.02% |
$158K - $166K
|
16.9K
$1.03M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-3.23K- 8.26% |
$158K - $166K
|
35.8K
$2.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.23K- 5.89% |
$158K - $166K
|
51.6K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.24K- 9.09% |
$159K - $167K
|
32.4K
$1.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.24K- 12.1% |
$159K - $167K
|
23.5K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.36K- 3.03% |
$165K - $173K
|
108K
$6.6M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 37.13% |
$168K - $176K
|
5.79K
$355K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.42K- 37.13% |
$168K - $176K
|
5.79K
$355K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-3.45K- 20.18% |
$169K - $178K
|
13.6K
$835K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.45K- 5.9% |
$169K - $178K
|
55K
$3.37M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.47K- 10.92% |
$170K - $179K
|
28.3K
$1.73M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-3.54K- 3.95% |
$174K - $182K
|
86.1K
$5.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.68K- 8.98% |
$181K - $190K
|
37.3K
$2.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.71K- 27.69% |
$182K - $191K
|
9.69K
$594K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.78K- 4.8% |
$185K - $195K
|
75K
$4.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3.88K- 1.23% |
$190K - $200K
|
312K
$19.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.99K- 21.9% |
$196K - $206K
|
14.2K
$871K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.09K- 5.63% |
$201K - $211K
|
68.6K
$4.2M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4.1K- 0.4% |
$201K - $211K
|
1.01M
$61.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-4.24K- 9.96% |
$208K - $218K
|
38.3K
$2.34M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.24K- 59.44% |
$208K - $219K
|
2.9K
$177K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.28K- 4.4% |
$210K - $220K
|
92.8K
$5.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.43K- 8.36% |
$217K - $228K
|
48.5K
$2.97M
|