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
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-4.54K- 2.24% |
$223K - $234K
|
198K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.65K- 0.92% |
$228K - $239K
|
499K
$30.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.75K- 2.21% |
$233K - $245K
|
210K
$12.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.77K- 46.81% |
$234K - $246K
|
5.42K
$332K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-4.78K- 3.23% |
$235K - $246K
|
143K
$8.78M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.9KClosed |
$240K - $252K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-5K- 1.8% |
$246K - $258K
|
272K
$16.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.18K- 48.37% |
$254K - $267K
|
5.53K
$339K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-5.39K- 18.04% |
$264K - $278K
|
24.5K
$1.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.57K- 9.71% |
$273K - $287K
|
51.8K
$3.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.61K- 14.08% |
$275K - $289K
|
34.2K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.65K- 1.06% |
$277K - $291K
|
527K
$32.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.71K- 16.24% |
$280K - $294K
|
29.5K
$1.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.72K- 1.95% |
$280K - $294K
|
287K
$17.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.72K- 3.25% |
$281K - $295K
|
170K
$10.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.77K- 23.07% |
$283K - $297K
|
19.2K
$1.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-5.78K- 31.67% |
$283K - $298K
|
12.5K
$763K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-5.97K- 2.41% |
$293K - $307K
|
241K
$14.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.98K- 26.8% |
$294K - $308K
|
16.3K
$1M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.98K- 25.05% |
$294K - $308K
|
17.9K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-6.4K- 4.06% |
$314K - $330K
|
151K
$9.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.4K- 9.51% |
$314K - $330K
|
60.9K
$3.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.66K- 6.88% |
$327K - $343K
|
90.1K
$5.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-7.21K- 12.12% |
$354K - $371K
|
52.3K
$3.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.29K- 0.82% |
$358K - $376K
|
879K
$53.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-7.44K- 29.95% |
$365K - $383K
|
17.4K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.53K- 13.3% |
$370K - $388K
|
49.1K
$3.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-7.56K- 24.03% |
$371K - $390K
|
23.9K
$1.46M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.85K- 5.07% |
$385K - $405K
|
147K
$9M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.3K- 12.52% |
$407K - $428K
|
58K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.33K- 0.45% |
$409K - $429K
|
1.84M
$113M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.41K- 3.75% |
$413K - $433K
|
216K
$13.2M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-8.62K- 90.28% |
$423K - $444K
|
928
$56.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-8.8K- 5.8% |
$432K - $453K
|
143K
$8.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-8.92K- 5.01% |
$438K - $459K
|
169K
$10.4M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.95K- 15.09% |
$439K - $461K
|
50.4K
$3.08M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-8.96K- 72.03% |
$440K - $462K
|
3.48K
$213K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-9.28K- 19.95% |
$455K - $478K
|
37.2K
$2.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-10.4K- 2.99% |
$511K - $536K
|
337K
$20.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.6K- 27.45% |
$518K - $544K
|
27.9K
$1.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.6K- 20.67% |
$520K - $546K
|
40.7K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-10.9K- 0.97% |
$534K - $561K
|
1.11M
$68.1M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-11.5K- 90.46% |
$564K - $592K
|
1.21K
$74.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-11.6K- 24.72% |
$568K - $596K
|
35.2K
$2.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-11.8K- 6.46% |
$579K - $607K
|
171K
$10.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-12K- 2.65% |
$588K - $617K
|
441K
$27M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-13.4K- 36.94% |
$659K - $692K
|
22.9K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-13.7K- 1.56% |
$671K - $705K
|
863K
$52.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-13.8K- 5.05% |
$678K - $711K
|
260K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.1K- 7.12% |
$692K - $726K
|
184K
$11.3M
|