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 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
168+ 0.19% |
$8.25K - $8.66K
|
88.7K
$5.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
166+ 2.94% |
$8.15K - $8.55K
|
5.82K
$358K
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
160+ 2.41% |
$7.85K - $8.24K
|
6.8K
$418K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
131+ 0.55% |
$6.43K - $6.75K
|
23.8K
$1.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
130+ 1.26% |
$6.38K - $6.7K
|
10.5K
$644K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
118+ 5.18% |
$5.79K - $6.08K
|
2.39K
$147K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
115+ 0.51% |
$5.64K - $5.93K
|
22.6K
$1.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
114+ 3.4% |
$5.6K - $5.87K
|
3.47K
$213K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
100+ 1.68% |
$4.91K - $5.15K
|
6.06K
$373K
|
|
|
Aug 01, 2023
Q2 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
97+ 0.09% |
$4.76K - $5K
|
109K
$6.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
85+ 0.52% |
$4.17K - $4.38K
|
16.6K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
84+ 2.32% |
$4.12K - $4.33K
|
3.71K
$228K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
83+ 3.53% |
$4.07K - $4.28K
|
2.43K
$150K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
79+ 0.58% |
$3.88K - $4.07K
|
13.6K
$837K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
79+ 0.58% |
$3.88K - $4.07K
|
13.6K
$837K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
77+ 1.14% |
$3.78K - $3.97K
|
6.85K
$421K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
72+ 0.99% |
$3.53K - $3.71K
|
7.35K
$452K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
69+ 0.34% |
$3.39K - $3.56K
|
20.4K
$1.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
62+ 1.19% |
$3.04K - $3.19K
|
5.28K
$325K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
54+ 0.3% |
$2.65K - $2.78K
|
17.9K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
52+ 0.03% |
$2.55K - $2.68K
|
188K
$11.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
52New |
$2.55K - $2.68K
|
52
$3.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
52+ 0.07% |
$2.55K - $2.68K
|
71.7K
$4.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
51+ 0.36% |
$2.5K - $2.63K
|
14.3K
$881K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
50+ 0.35% |
$2.45K - $2.58K
|
14.1K
$870K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
49+ 1.08% |
$2.4K - $2.52K
|
4.57K
$281K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
46+ 0.18% |
$2.26K - $2.37K
|
26.1K
$1.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
45+ 13.85% |
$2.21K - $2.32K
|
370
$22.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
44+ 0.88% |
$2.16K - $2.27K
|
5.04K
$310K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43+ 1.67% |
$2.11K - $2.22K
|
2.62K
$161K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
41+ 0.27% |
$2.01K - $2.11K
|
15.1K
$932K
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
40+ 0.92% |
$1.96K - $2.06K
|
4.41K
$271K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
40New |
$1.96K - $2.06K
|
40
$2.46K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
38+ 0.35% |
$1.87K - $1.96K
|
10.8K
$663K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
36+ 0.15% |
$1.77K - $1.86K
|
23.9K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
35+ 0.12% |
$1.72K - $1.8K
|
29.3K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
34+ 0.37% |
$1.67K - $1.75K
|
9.33K
$574K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
33+ 0.58% |
$1.62K - $1.7K
|
5.73K
$352K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
33+ 0.18% |
$1.62K - $1.7K
|
18K
$1.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
31New |
$1.52K - $1.6K
|
31
$1.91K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30New |
$1.47K - $1.55K
|
30
$1.85K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
29+ 0.3% |
$1.42K - $1.49K
|
9.79K
$602K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
28+ 0.99% |
$1.37K - $1.44K
|
2.85K
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
26+ 0.3% |
$1.28K - $1.34K
|
8.76K
$539K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
25+ 0.14% |
$1.23K - $1.29K
|
18.1K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
25+ 0.34% |
$1.23K - $1.29K
|
7.4K
$455K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22+ 0.51% |
$1.08K - $1.13K
|
4.33K
$267K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
20+ 0.24% |
$982 - $1.03K
|
8.4K
$517K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
20New |
$982 - $1.03K
|
20
$1.23K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
20+ 0.29% |
$982 - $1.03K
|
7K
$431K
|