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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.45K+ 15.58% |
$71K - $74.6K
|
10.7K
$660K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.45K+ 0.54% |
$71K - $74.6K
|
271K
$16.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1.4KNew |
$68.8K - $72.2K
|
1.4K
$86.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.36K+ 4.6% |
$66.7K - $70.1K
|
30.9K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.31K+ 3.73% |
$64K - $67.2K
|
36.3K
$2.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.29K+ 17.05% |
$63.4K - $66.5K
|
8.86K
$545K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.29K+ 0.53% |
$63.2K - $66.4K
|
245K
$15.1M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.26K+ 21.2% |
$61.6K - $64.7K
|
7.18K
$441K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 3.41% |
$61.4K - $64.4K
|
37.9K
$2.33M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.23KNew |
$60.5K - $63.5K
|
1.23K
$75.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 9.09% |
$58.9K - $61.9K
|
14.4K
$887K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.19K+ 3.27% |
$58.6K - $61.5K
|
37.7K
$2.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.12K+ 114.23% |
$54.8K - $57.5K
|
2.09K
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.11K+ 1.56% |
$54.3K - $57K
|
72.1K
$4.44M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.1K+ 2.4% |
$54K - $56.7K
|
47K
$2.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.08KNew |
$53.2K - $55.8K
|
1.08K
$66.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.06KNew |
$51.9K - $54.5K
|
1.06K
$65K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.05KNew |
$51.5K - $54.1K
|
1.05K
$64.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$49.1K - $51.5K
|
1K
$61.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
997+ 0.52% |
$48.9K - $51.4K
|
194K
$11.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
980+ 54.87% |
$48.1K - $50.5K
|
2.77K
$170K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
956+ 4.02% |
$46.9K - $49.3K
|
24.7K
$1.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
955+ 1.35% |
$46.9K - $49.2K
|
71.9K
$4.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
949+ 4.92% |
$46.6K - $48.9K
|
20.3K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
946+ 307.14% |
$46.4K - $48.7K
|
1.25K
$77.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
941+ 10.31% |
$46.2K - $48.5K
|
10.1K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
928+ 2.61% |
$45.5K - $47.8K
|
36.5K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
925New |
$45.4K - $47.7K
|
925
$56.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
903+ 15.79% |
$44.3K - $46.5K
|
6.62K
$407K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
894+ 0.95% |
$43.9K - $46.1K
|
95K
$5.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
884+ 3.04% |
$43.4K - $45.6K
|
29.9K
$1.84M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
866+ 6.33% |
$42.5K - $44.6K
|
14.6K
$895K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
860+ 8.41% |
$42.2K - $44.3K
|
11.1K
$682K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
853+ 1.56% |
$41.9K - $44K
|
55.5K
$3.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
846+ 4.13% |
$41.5K - $43.6K
|
21.3K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
825+ 4.86% |
$40.5K - $42.5K
|
17.8K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
824+ 1.62% |
$40.4K - $42.5K
|
51.8K
$3.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
795+ 407.69% |
$39K - $41K
|
990
$60.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
791+ 5.81% |
$38.8K - $40.8K
|
14.4K
$887K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
784+ 10.23% |
$38.5K - $40.4K
|
8.45K
$520K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
750+ 10.06% |
$36.8K - $38.6K
|
8.2K
$505K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
700+ 3.42% |
$34.4K - $36.1K
|
21.2K
$1.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
691+ 14.92% |
$33.9K - $35.6K
|
5.32K
$327K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
678+ 9.37% |
$33.3K - $34.9K
|
7.91K
$487K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
678New |
$33.3K - $34.9K
|
678
$41.7K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
676+ 1.89% |
$33.2K - $34.8K
|
36.5K
$2.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
649+ 2.8% |
$31.9K - $33.4K
|
23.9K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
642New |
$31.5K - $33.1K
|
642
$39.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
637+ 3.12% |
$31.3K - $32.8K
|
21.1K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
632+ 1.96% |
$31K - $32.6K
|
32.8K
$2.02M
|