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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.93K+ 33.53% |
$144K - $151K
|
11.7K
$737K
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.93K+ 1.46% |
$144K - $151K
|
203K
$12.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
2.89K+ 1.0% |
$142K - $149K
|
292K
$18.4M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.87K+ 2.18% |
$141K - $148K
|
134K
$8.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.81K+ 4.22% |
$138K - $145K
|
69.4K
$4.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.81K+ 10.36% |
$138K - $145K
|
29.9K
$1.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2.78KNew |
$136K - $143K
|
2.78K
$175K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.75KNew |
$135K - $142K
|
2.75K
$174K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 0.55% |
$132K - $139K
|
491K
$31M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.69K+ 3.29% |
$132K - $139K
|
84.5K
$5.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.58K+ 2.64% |
$127K - $133K
|
100K
$6.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.58K+ 3.39% |
$126K - $133K
|
78.6K
$4.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.56K+ 24.33% |
$126K - $132K
|
13.1K
$826K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2.5K+ 47.14% |
$123K - $129K
|
7.8K
$492K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 1.64% |
$123K - $129K
|
155K
$9.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.36K+ 23.47% |
$116K - $122K
|
12.4K
$784K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.36K+ 1.5% |
$116K - $122K
|
160K
$10.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.36K+ 7.82% |
$116K - $122K
|
32.5K
$2.05M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
2.36K+ 1.51% |
$116K - $121K
|
158K
$9.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.35K+ 16.46% |
$115K - $121K
|
16.6K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.34K+ 2.48% |
$115K - $121K
|
96.8K
$6.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.2K+ 11.84% |
$108K - $113K
|
20.8K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.17K+ 4.04% |
$106K - $112K
|
55.8K
$3.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
2.13K+ 29.95% |
$105K - $110K
|
9.26K
$584K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.12K+ 2.76% |
$104K - $109K
|
79.1K
$4.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.1K+ 27.58% |
$103K - $108K
|
9.71K
$613K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.07K+ 3.38% |
$101K - $106K
|
63.1K
$3.98M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.06K+ 6.36% |
$101K - $106K
|
34.5K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.01K+ 6.73% |
$98.5K - $103K
|
31.9K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
2K+ 0.55% |
$98.1K - $103K
|
368K
$23.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.98KNew |
$97.1K - $102K
|
1.98K
$125K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.93K+ 1.7% |
$94.9K - $99.6K
|
116K
$7.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
1.82K+ 1.19% |
$89.2K - $93.7K
|
155K
$9.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.82K+ 5.43% |
$89.1K - $93.6K
|
35.3K
$2.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.79K+ 0.99% |
$87.7K - $92.1K
|
183K
$11.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.78K+ 1.79% |
$87.4K - $91.7K
|
101K
$6.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.72K+ 1.5% |
$84.6K - $88.8K
|
117K
$7.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.7K+ 4.46% |
$83.6K - $87.8K
|
39.9K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.7K+ 13.11% |
$83.3K - $87.5K
|
14.6K
$924K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.69K+ 3.95% |
$83K - $87.1K
|
44.5K
$2.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.68K+ 12.26% |
$82.6K - $86.7K
|
15.4K
$973K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.64K+ 4.41% |
$80.4K - $84.5K
|
38.8K
$2.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.62K+ 64.25% |
$79.6K - $83.5K
|
4.14K
$262K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.59K+ 1.54% |
$78K - $81.9K
|
105K
$6.6M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.54K+ 16.04% |
$75.7K - $79.5K
|
11.2K
$704K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.52K+ 3.01% |
$74.5K - $78.2K
|
51.9K
$3.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.52K+ 0.96% |
$74.5K - $78.2K
|
160K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.51K+ 3.04% |
$74.3K - $78K
|
51.3K
$3.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.48K+ 2.2% |
$72.8K - $76.5K
|
68.8K
$4.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.48K+ 1.09% |
$72.4K - $76K
|
137K
$8.65M
|