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 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
608+ 1.97% |
$29.8K - $31.3K
|
31.5K
$1.94M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
600+ 10.41% |
$29.4K - $30.9K
|
6.36K
$391K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
597+ 0.38% |
$29.3K - $30.8K
|
156K
$9.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
595+ 8.3% |
$29.2K - $30.7K
|
7.76K
$478K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
593+ 0.25% |
$29.1K - $30.6K
|
242K
$14.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
BUY
|
- |
587New |
$28.8K - $30.2K
|
587
$36.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
568New |
$27.9K - $29.3K
|
568
$34.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
561+ 0.23% |
$27.5K - $28.9K
|
240K
$14.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
557+ 0.7% |
$27.3K - $28.7K
|
80.6K
$4.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
545+ 0.77% |
$26.7K - $28.1K
|
71.8K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
542+ 8.6% |
$26.6K - $27.9K
|
6.84K
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
542+ 3.8% |
$26.6K - $27.9K
|
14.8K
$912K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
525+ 1.33% |
$25.8K - $27.1K
|
40.1K
$2.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
522New |
$25.6K - $26.9K
|
522
$32.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
520+ 2.03% |
$25.5K - $26.8K
|
26.2K
$1.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
511+ 12.29% |
$25.1K - $26.3K
|
4.67K
$287K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
489+ 3.89% |
$24K - $25.2K
|
13.1K
$804K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
474+ 0.91% |
$23.3K - $24.4K
|
52.6K
$3.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
457+ 3.64% |
$22.4K - $23.5K
|
13K
$801K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
451+ 6.54% |
$22.1K - $23.2K
|
7.34K
$452K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
450+ 0.47% |
$22.1K - $23.2K
|
96.5K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
424+ 1.52% |
$20.8K - $21.8K
|
28.3K
$1.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
385+ 0.43% |
$18.9K - $19.8K
|
90.3K
$5.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
385+ 18.45% |
$18.9K - $19.8K
|
2.47K
$152K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
356+ 1.56% |
$17.5K - $18.3K
|
23.2K
$1.42M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
350+ 6.66% |
$17.2K - $18K
|
5.6K
$345K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
345+ 151.32% |
$16.9K - $17.8K
|
573
$35.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
345+ 3.71% |
$16.9K - $17.8K
|
9.64K
$593K
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
337+ 0.56% |
$16.5K - $17.4K
|
60.6K
$3.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
324+ 1.21% |
$15.9K - $16.7K
|
27.2K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
320+ 2.03% |
$15.7K - $16.5K
|
16.1K
$988K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
317+ 3.28% |
$15.6K - $16.3K
|
9.99K
$614K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
307+ 3.0% |
$15.1K - $15.8K
|
10.5K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
307+ 6.35% |
$15.1K - $15.8K
|
5.15K
$317K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
301+ 0.16% |
$14.8K - $15.5K
|
187K
$11.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
296+ 4.48% |
$14.5K - $15.3K
|
6.9K
$424K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
276+ 0.39% |
$13.5K - $14.2K
|
71.1K
$4.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
270+ 4.58% |
$13.3K - $13.9K
|
6.17K
$379K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
270+ 1.44% |
$13.3K - $13.9K
|
19K
$1.17M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
241+ 243.43% |
$11.8K - $12.4K
|
340
$20.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
226+ 0.17% |
$11.1K - $11.6K
|
129K
$7.96M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
199+ 3.51% |
$9.77K - $10.3K
|
5.87K
$361K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
195+ 0.45% |
$9.57K - $10K
|
44K
$2.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
195+ 2.85% |
$9.57K - $10K
|
7.04K
$433K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
193+ 2.86% |
$9.47K - $9.95K
|
6.95K
$427K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
189+ 49.74% |
$9.28K - $9.74K
|
569
$35K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
182+ 4.02% |
$8.93K - $9.38K
|
4.71K
$290K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
176+ 2.4% |
$8.64K - $9.07K
|
7.5K
$462K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
170+ 3.85% |
$8.34K - $8.76K
|
4.58K
$282K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
169+ 56.71% |
$8.29K - $8.71K
|
467
$28.7K
|