Purchases and Sales Made in Q1 2023 in Ishares Core Dividend Growth E (DGRO)

DGRO Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q1 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
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
804
+ 8.54%
$38.5K - $41.6K
10.2K $649K
May 15, 2023 Q1 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
800
+ 4.08%
$38.4K - $41.4K
20.4K $1.3M
Apr 05, 2023 Q1 2023
Rovin Capital

BUY
 -
786
+ 6.66%
$37.7K - $40.7K
12.6K $798K
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
750
+ 2.76%
$36K - $38.8K
27.9K $1.77M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
727
New
$34.9K - $37.7K
727 $46.1K
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
713
+ 3.61%
$34.2K - $36.9K
20.5K $1.3M
Apr 28, 2023 Q1 2023
Lws Wealth Advisors, Inc.

BUY
 -
692
+ 1.01%
$33.2K - $35.8K
69.5K $4.41M
May 15, 2023 Q1 2023
Family Legacy, Inc.

BUY
 -
668
+ 0.95%
$32K - $34.6K
71.2K $4.52M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
668
+ 54.22%
$32K - $34.6K
1.9K $121K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
639
+ 9.63%
$30.6K - $33.1K
7.28K $462K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
611
+ 3.08%
$29.3K - $31.6K
20.5K $1.3M
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
600
+ 200.67%
$28.8K - $31.1K
899 $57.1K
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
590
New
$28.3K - $30.6K
590 $37.4K
May 11, 2023 Q1 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
565
+ 2.95%
$27.1K - $29.3K
19.7K $1.25M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
563
+ 5.84%
$27K - $29.2K
10.2K $647K
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
BUY
 -
523
+ 7.09%
$25.1K - $27.1K
7.9K $501K
Apr 27, 2023 Q1 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
502
+ 7.75%
$24.1K - $26K
6.98K $443K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
499
+ 49900.0%
$23.9K - $25.8K
500 $31.7K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
496
+ 0.61%
$23.8K - $25.7K
81.8K $5.19M
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
477
+ 7.79%
$22.9K - $24.7K
6.6K $419K
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
467
+ 0.32%
$22.4K - $24.2K
145K $9.2M
May 03, 2023 Q1 2023
Adell Harriman & Carpenter Inc

BUY
 -
463
+ 7.26%
$22.2K - $24K
6.84K $434K
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
BUY
 -
461
New
$22.1K - $23.9K
461 $29.3K
Apr 13, 2023 Q1 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
460
+ 9.6%
$22.1K - $23.8K
5.25K $333K
Apr 12, 2024 Q1 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
449
+ 10.59%
$21.5K - $23.3K
4.69K $298K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
432
+ 6.35%
$20.7K - $22.4K
7.24K $460K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
424
+ 3.28%
$20.3K - $22K
13.4K $849K
Jan 02, 2024 Q1 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
418
+ 1.17%
$20K - $21.6K
36K $2.29M
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
412
+ 6.1%
$19.8K - $21.3K
7.17K $455K
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
411
+ 13.03%
$19.7K - $21.3K
3.57K $226K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

BUY
 -
396
+ 3.99%
$19K - $20.5K
10.3K $656K
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
390
+ 2.06%
$18.7K - $20.2K
19.3K $1.23M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
384
+ 1.1%
$18.4K - $19.9K
35.2K $2.23M
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
374
New
$17.9K - $19.4K
374 $23.7K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
374
+ 5.4%
$17.9K - $19.4K
7.3K $463K
May 11, 2023 Q1 2023
Bbr Partners, LLC

New York, NY
BUY
 -
355
+ 0.19%
$17K - $18.4K
187K $11.8M
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
335
+ 4.93%
$16.1K - $17.3K
7.14K $453K
Apr 07, 2023 Q1 2023
Hoese & CO LLP

BUY
 -
327
+ 0.41%
$15.7K - $16.9K
80K $5.08M
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
325
+ 2.33%
$15.6K - $16.8K
14.3K $906K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
324
+ 0.07%
$15.5K - $16.8K
457K $29M
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
313
+ 5.66%
$15K - $16.2K
5.85K $371K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
298
New
$14.3K - $15.4K
298 $18.9K
May 15, 2023 Q1 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
296
+ 0.76%
$14.2K - $15.3K
39.2K $2.49M
Apr 11, 2023 Q1 2023
Weaver Consulting Group

BUY
 -
293
+ 0.57%
$14K - $15.2K
51.4K $3.26M
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
283
+ 18.83%
$13.6K - $14.7K
1.79K $113K
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
267
+ 0.97%
$12.8K - $13.8K
27.7K $1.76M
May 15, 2023 Q1 2023
Brasada Capital Management, LP

Houston, TX
BUY
 -
262
+ 2.56%
$12.6K - $13.6K
10.5K $667K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
258
+ 0.97%
$12.4K - $13.4K
26.9K $1.7M
Apr 26, 2023 Q1 2023
Benedetti & Gucer, Inc.

BUY
 -
255
+ 0.48%
$12.2K - $13.2K
53.7K $3.41M

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