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 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.86KNew |
$238K - $250K
|
4.86K
$304K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.8KNew |
$235K - $247K
|
4.8K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
4.74K+ 1.16% |
$233K - $244K
|
413K
$25.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.68K+ 226.28% |
$230K - $241K
|
6.75K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
4.65K+ 27.44% |
$228K - $240K
|
21.6K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.6KNew |
$226K - $237K
|
4.6K
$288K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
4.56KNew |
$224K - $235K
|
4.56K
$285K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.55KNew |
$223K - $234K
|
4.55K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.51KNew |
$221K - $232K
|
4.51K
$282K
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4.47KNew |
$219K - $230K
|
4.47K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.39K+ 2.32% |
$215K - $226K
|
194K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.34K+ 7.37% |
$213K - $223K
|
63.2K
$3.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.33KNew |
$213K - $223K
|
4.33K
$271K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.28K+ 2.89% |
$210K - $221K
|
152K
$9.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.28K+ 6.54% |
$210K - $220K
|
69.7K
$4.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.24KNew |
$208K - $218K
|
4.24K
$265K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.21KNew |
$206K - $217K
|
4.21K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.17KNew |
$205K - $215K
|
4.17K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.16KNew |
$204K - $214K
|
4.16K
$260K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.1K+ 108.71% |
$201K - $211K
|
7.86K
$492K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.1K+ 108.71% |
$201K - $211K
|
7.86K
$492K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
4.09KNew |
$200K - $211K
|
4.09K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.04KNew |
$198K - $208K
|
4.04K
$253K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
4.03K+ 12.86% |
$198K - $208K
|
35.3K
$2.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
BUY
|
- |
4.02K+ 17.2% |
$197K - $207K
|
27.4K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4KNew |
$196K - $206K
|
4K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4K+ 53.95% |
$196K - $206K
|
11.4K
$714K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4KNew |
$196K - $206K
|
4K
$250K
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
4KNew |
$196K - $206K
|
4K
$250K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.99K+ 2.57% |
$196K - $206K
|
159K
$9.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.97KNew |
$195K - $204K
|
3.97K
$248K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.96KNew |
$195K - $204K
|
3.96K
$248K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.96KNew |
$194K - $204K
|
3.96K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.78K+ 18.79% |
$185K - $195K
|
23.9K
$1.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.61K+ 16.86% |
$177K - $186K
|
25K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
3.59K+ 6.52% |
$176K - $185K
|
58.6K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.58K+ 23.47% |
$176K - $184K
|
18.8K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.57K+ 2.57% |
$175K - $184K
|
143K
$8.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.56K+ 35.44% |
$175K - $184K
|
13.6K
$852K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3.4KNew |
$167K - $175K
|
3.4K
$213K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.34K+ 0.87% |
$164K - $172K
|
388K
$24.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.27K+ 4.02% |
$161K - $169K
|
84.6K
$5.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.27K+ 10.4% |
$161K - $169K
|
34.7K
$2.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.22K+ 2.39% |
$158K - $166K
|
138K
$8.62M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.18K+ 629.7% |
$156K - $164K
|
3.69K
$231K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.09K+ 7.1% |
$152K - $159K
|
46.5K
$2.91M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
3.01K+ 1.7% |
$148K - $155K
|
180K
$11.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3K+ 2.99% |
$147K - $155K
|
103K
$6.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.94K+ 7.61% |
$144K - $152K
|
41.6K
$2.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.94K+ 4.27% |
$144K - $151K
|
71.8K
$4.49M
|