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 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
36.5K+ 6.61% |
$1.79M - $1.88M
|
588K
$36.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
36.5K+ 30.74% |
$1.79M - $1.88M
|
155K
$9.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
35.8K+ 5.14% |
$1.76M - $1.85M
|
734K
$45.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
34.1K+ 7.2% |
$1.67M - $1.76M
|
508K
$31.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
33.2KNew |
$1.63M - $1.71M
|
33.2K
$2.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
31.5K+ 5.17% |
$1.55M - $1.62M
|
642K
$39.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
30.1K+ 11.4% |
$1.48M - $1.55M
|
294K
$18.1M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29.7K+ 12.11% |
$1.46M - $1.53M
|
275K
$16.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
27.9K+ 36.44% |
$1.37M - $1.44M
|
105K
$6.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.4K+ 1.26% |
$1.35M - $1.41M
|
2.2M
$135M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.6K+ 1.26% |
$1.26M - $1.32M
|
2.06M
$127M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.6K+ 6.36% |
$1.25M - $1.32M
|
427K
$26.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
25.4KNew |
$1.25M - $1.31M
|
25.4K
$1.56M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
24.7K+ 17.98% |
$1.21M - $1.27M
|
162K
$9.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 40.79% |
$1.16M - $1.21M
|
81.4K
$5.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
23.1K+ 3.62% |
$1.13M - $1.19M
|
661K
$40.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
23.1K+ 5.76% |
$1.13M - $1.19M
|
424K
$26.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.4K+ 9.01% |
$1.1M - $1.16M
|
271K
$16.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22.1K+ 107.79% |
$1.08M - $1.14M
|
42.5K
$2.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
21.4K+ 2.79% |
$1.05M - $1.1M
|
789K
$48.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21.3K+ 52.02% |
$1.05M - $1.1M
|
62.4K
$3.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
21.3K+ 9.27% |
$1.04M - $1.1M
|
251K
$15.4M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
19.7K+ 38.46% |
$966K - $1.01M
|
70.8K
$4.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
18.5KNew |
$910K - $955K
|
18.5K
$1.14M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
18.4K+ 12.68% |
$904K - $950K
|
164K
$10.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
16.6K+ 8.15% |
$817K - $857K
|
221K
$13.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
16.5KNew |
$812K - $852K
|
16.5K
$1.02M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.8K+ 3.09% |
$778K - $817K
|
528K
$32.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.4K+ 11.46% |
$755K - $793K
|
150K
$9.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
14.7K+ 7.77% |
$724K - $760K
|
205K
$12.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
14.4K+ 18.37% |
$708K - $744K
|
93K
$5.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
14.3KNew |
$702K - $737K
|
14.3K
$879K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Investment Advisors
|
BUY
|
- |
14.2K+ 27.47% |
$696K - $731K
|
65.8K
$4.05M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
14.1K+ 4.81% |
$691K - $726K
|
307K
$18.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
13.7K+ 4.1% |
$670K - $704K
|
347K
$21.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
13.4K+ 7.97% |
$655K - $688K
|
181K
$11.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
12.9K+ 23.02% |
$632K - $663K
|
68.8K
$4.23M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.8K+ 30.79% |
$628K - $659K
|
54.3K
$3.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.2K+ 8.65% |
$599K - $629K
|
153K
$9.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 2.9% |
$586K - $616K
|
423K
$26M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 24.17% |
$583K - $612K
|
61K
$3.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.9K+ 45.76% |
$582K - $611K
|
37.8K
$2.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
11.6K+ 32.71% |
$570K - $599K
|
47.1K
$2.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
11.6K+ 7.69% |
$570K - $598K
|
163K
$10M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11.5K+ 953.07% |
$564K - $592K
|
12.7K
$781K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
11.3K+ 2.51% |
$553K - $581K
|
460K
$28.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11KNew |
$539K - $566K
|
11K
$676K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.7K+ 93.33% |
$524K - $550K
|
22.1K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.6K+ 130.13% |
$523K - $549K
|
18.8K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10.5KNew |
$516K - $541K
|
10.5K
$646K
|