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 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-103K- 95.09% |
$5.04M - $5.29M
|
5.31K
$326K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-106K- 73.58% |
$5.18M - $5.44M
|
37.9K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-119K- 2.2% |
$5.86M - $6.15M
|
5.32M
$327M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-120K- 25.06% |
$5.91M - $6.21M
|
360K
$22.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-134K- 2.57% |
$6.58M - $6.91M
|
5.08M
$313M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-142K- 31.09% |
$6.97M - $7.32M
|
315K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-143K- 50.07% |
$7.02M - $7.37M
|
143K
$8.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-174K- 2.29% |
$8.55M - $8.97M
|
7.43M
$457M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-183K- 6.53% |
$9M - $9.45M
|
2.62M
$161M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-187K- 46.27% |
$9.16M - $9.62M
|
217K
$13.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-192K- 3.72% |
$9.42M - $9.89M
|
4.97M
$306M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-203K- 76.12% |
$9.95M - $10.4M
|
63.6K
$3.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-204K- 48.33% |
$10M - $10.5M
|
219K
$13.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-231K- 10.66% |
$11.4M - $11.9M
|
1.94M
$119M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-321K- 37.94% |
$15.8M - $16.5M
|
525K
$32.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-331K- 3.17% |
$16.2M - $17M
|
10.1M
$622M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-359K- 3.83% |
$17.6M - $18.5M
|
9M
$554M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-373K- 21.1% |
$18.3M - $19.2M
|
1.39M
$85.7M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-373K- 21.1% |
$18.3M - $19.2M
|
1.39M
$85.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-384K- 2.04% |
$18.8M - $19.8M
|
18.4M
$1.13B
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-390K- 93.12% |
$19.1M - $20.1M
|
28.8K
$1.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-498K- 68.06% |
$24.4M - $25.6M
|
234K
$14.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-506K- 14.76% |
$24.8M - $26.1M
|
2.92M
$180M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.83M- 14.85% |
$89.6M - $94.1M
|
10.5M
$644M
|