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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-14.4K- 29.02% |
$707K - $742K
|
35.2K
$2.17M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14.5K- 3.8% |
$713K - $749K
|
368K
$22.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-14.6K- 5.04% |
$717K - $753K
|
275K
$16.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-15K- 78.46% |
$737K - $774K
|
4.12K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-16.3K- 4.1% |
$798K - $838K
|
381K
$23.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.6K- 1.41% |
$816K - $857K
|
1.16M
$71.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-16.8K- 45.03% |
$823K - $864K
|
20.5K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-17.7K- 10.92% |
$871K - $914K
|
145K
$8.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.8K- 6.75% |
$871K - $915K
|
245K
$15.1M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-18.2K- 1.98% |
$893K - $938K
|
900K
$55.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-19K- 10.05% |
$934K - $980K
|
170K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-19.2K- 1.44% |
$940K - $987K
|
1.31M
$80.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-20.2K- 12.28% |
$989K - $1.04M
|
144K
$8.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-20.6K- 68.53% |
$1.01M - $1.06M
|
9.45K
$581K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-21.9K- 13.06% |
$1.07M - $1.13M
|
146K
$8.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-22K- 4.77% |
$1.08M - $1.13M
|
439K
$27M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-22.7K- 18.04% |
$1.12M - $1.17M
|
103K
$6.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-23K- 2.42% |
$1.13M - $1.18M
|
927K
$57.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-23.3K- 8.73% |
$1.15M - $1.2M
|
244K
$15M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-23.4K- 13.73% |
$1.15M - $1.21M
|
147K
$9.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-25.4K- 21.63% |
$1.25M - $1.31M
|
92.1K
$5.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-27.7K- 2.67% |
$1.36M - $1.43M
|
1.01M
$62.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-28.1K- 25.72% |
$1.38M - $1.45M
|
81.2K
$4.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.1K- 71.97% |
$1.38M - $1.45M
|
10.9K
$673K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-28.2K- 28.39% |
$1.39M - $1.45M
|
71.2K
$4.38M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-37.6K- 13.86% |
$1.84M - $1.94M
|
233K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41K- 4.39% |
$2.01M - $2.11M
|
894K
$55M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.8K- 1.06% |
$2.1M - $2.21M
|
4.01M
$247M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-43.1K- 24.1% |
$2.11M - $2.22M
|
136K
$8.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-44.4K- 65.71% |
$2.18M - $2.29M
|
23.1K
$1.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-44.5K- 60.48% |
$2.19M - $2.3M
|
29.1K
$1.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-46.9K- 4.18% |
$2.3M - $2.42M
|
1.08M
$66.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48.1K- 60.03% |
$2.36M - $2.48M
|
32K
$1.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-49.4K- 74.16% |
$2.42M - $2.54M
|
17.2K
$1.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-51.4K- 35.44% |
$2.52M - $2.65M
|
93.5K
$5.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-53.7K- 69.86% |
$2.64M - $2.77M
|
23.2K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-55.3K- 5.81% |
$2.71M - $2.85M
|
896K
$55.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-58.4K- 6.03% |
$2.86M - $3.01M
|
910K
$56M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-61.2K- 9.79% |
$3M - $3.15M
|
563K
$34.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-62.7K- 18.27% |
$3.08M - $3.23M
|
280K
$17.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-64.8K- 43.96% |
$3.18M - $3.34M
|
82.6K
$5.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-65.1K- 18.05% |
$3.19M - $3.35M
|
295K
$18.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-69.5K- 29.53% |
$3.41M - $3.58M
|
166K
$10.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-71.6K- 3.87% |
$3.52M - $3.69M
|
1.78M
$110M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-73.9K- 22.73% |
$3.63M - $3.81M
|
251K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-77.1K- 42.5% |
$3.78M - $3.97M
|
104K
$6.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86.7K- 2.09% |
$4.25M - $4.47M
|
4.06M
$250M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-87.1K- 13.32% |
$4.28M - $4.49M
|
567K
$34.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-89.1K- 21.8% |
$4.37M - $4.59M
|
319K
$19.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-97.2K- 22.27% |
$4.77M - $5.01M
|
339K
$20.9M
|