Purchases and Sales Made in Q2 2023 in Ishares Core Dividend Growth E (DGRO)

DGRO Quotes by TradingView

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 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
10.4K
+ 21.75%
$512K - $537K
58.4K $3.59M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
10.2K
+ 76.29%
$501K - $526K
23.6K $1.45M
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
10.2K
+ 12.68%
$498K - $523K
90.2K $5.55M
Aug 01, 2023 Q2 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
9.99K
+ 4.53%
$490K - $515K
231K $14.2M
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
9.85K
+ 2.63%
$484K - $508K
384K $23.6M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
9.8K
+ 2.62%
$481K - $505K
384K $23.6M
Jul 31, 2023 Q2 2023
Dagco, Inc.

BUY
 -
9.78K
+ 2.72%
$480K - $504K
369K $22.7M
Jul 11, 2023 Q2 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
9.75K
+ 1.78%
$478K - $502K
557K $34.2M
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
9.74K
+ 67.99%
$478K - $502K
24.1K $1.48M
Aug 03, 2023 Q2 2023
W Advisors, LLC

Germantown, TN
BUY
 -
9.7K
New
$476K - $500K
9.7K $597K
Aug 14, 2023 Q2 2023
Apexium Financial, LP

BUY
 -
9.49K
+ 5.63%
$466K - $489K
178K $11M
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
9.47K
+ 1.77%
$465K - $488K
544K $33.4M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
9.28K
+ 6.03%
$455K - $478K
163K $10M
Aug 09, 2023 Q2 2023
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
9.1K
+ 5.67%
$446K - $469K
169K $10.4M
Aug 10, 2023 Q2 2023
Prism Advisors, Inc.

BUY
 -
8.74K
+ 2.21%
$429K - $451K
404K $24.9M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
8.14K
New
$399K - $419K
8.14K $500K
Jul 14, 2023 Q2 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
8.08K
+ 7.35%
$397K - $417K
118K $7.27M
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
8.04K
New
$394K - $414K
8.04K $494K
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
7.88K
New
$387K - $406K
7.88K $485K
Jul 18, 2023 Q2 2023
Financial Life Advisors

BUY
 -
7.86K
+ 32.45%
$386K - $405K
32.1K $1.97M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
7.58K
+ 5.3%
$372K - $391K
151K $9.27M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
7.34K
New
$360K - $378K
7.34K $451K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
7.33K
New
$360K - $378K
7.33K $451K
Jul 11, 2023 Q2 2023
Cypress Financial Planning LLC

BUY
 -
7.31K
+ 10.39%
$359K - $377K
77.7K $4.78M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
7.2K
+ 11.1%
$353K - $371K
72.1K $4.43M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
7.04K
+ 2.77%
$346K - $363K
261K $16.1M
Jul 11, 2023 Q2 2023
Wela Strategies, Inc.

BUY
 -
6.8K
+ 8.17%
$334K - $351K
90K $5.54M
Aug 14, 2023 Q2 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
6.38K
+ 1.65%
$313K - $329K
393K $24.2M
Aug 14, 2023 Q2 2023
Mendel Money Management

Northbrook, IL
BUY
 -
6.19K
+ 34.58%
$304K - $319K
24.1K $1.48M
Jul 24, 2023 Q2 2023
Alliance Wealth Advisors, LLC

BUY
 -
6.12K
+ 2.12%
$300K - $315K
294K $18.1M
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
5.9K
New
$289K - $304K
5.9K $363K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
5.89K
New
$289K - $303K
5.89K $362K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
5.86K
+ 0.07%
$288K - $302K
8.82M $542M
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
5.75K
+ 7.09%
$282K - $296K
86.8K $5.34M
Aug 14, 2023 Q2 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
5.7K
New
$280K - $294K
5.7K $351K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
5.62K
New
$276K - $290K
5.62K $346K
Aug 15, 2023 Q2 2023
Staley Capital Advisers Inc

BUY
 -
5.61K
New
$275K - $289K
5.61K $345K
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
5.43K
New
$266K - $280K
5.43K $334K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
5.4K
New
$265K - $278K
5.4K $332K
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
5.31K
+ 10.19%
$261K - $274K
57.5K $3.54M
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
5.22K
New
$256K - $269K
5.22K $321K
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
5.2K
New
$255K - $268K
5.2K $320K
Aug 10, 2023 Q2 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
5.11K
+ 13.28%
$251K - $263K
43.6K $2.68M
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
5.1K
New
$250K - $263K
5.1K $314K
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
5.07K
+ 16.39%
$249K - $261K
36K $2.22M
Jul 14, 2023 Q2 2023
4 J Wealth Management LLC

BUY
 -
5.03K
+ 3.03%
$247K - $259K
171K $10.5M
Aug 14, 2023 Q2 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
4.89K
+ 9.15%
$240K - $252K
58.3K $3.59M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4.86K
+ 0.33%
$239K - $251K
1.47M $90.4M
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
4.86K
New
$238K - $250K
4.86K $299K

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