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
May 15, 2023 Q1 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
251
+ 0.42%
$12K - $13K
60.5K $3.83M
Apr 17, 2023 Q1 2023
Bourgeon Capital Management LLC

BUY
 -
250
+ 51.02%
$12K - $12.9K
740 $46.8K
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
248
+ 5.24%
$11.9K - $12.8K
4.98K $315K
May 17, 2023 Q1 2023
Headinvest, LLC

Portland, ME
BUY
 -
243
+ 2.13%
$11.6K - $12.6K
11.7K $739K
Apr 19, 2023 Q1 2023
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
243
+ 1.6%
$11.6K - $12.6K
15.4K $974K
Apr 12, 2023 Q1 2023
Rda Financial Network

BUY
 -
228
+ 3.21%
$10.9K - $11.8K
7.33K $464K
May 11, 2023 Q1 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
228
New
$10.9K - $11.8K
228 $14.4K
Apr 19, 2023 Q1 2023
Herold Advisors, Inc.

BUY
 -
227
+ 1.07%
$10.9K - $11.8K
21.4K $1.35M
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
199
+ 19900.0%
$9.54K - $10.3K
200 $12.7K
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
196
+ 2.55%
$9.4K - $10.2K
7.87K $498K
Apr 14, 2023 Q1 2023
Oak Asset Management, LLC

BUY
 -
175
+ 0.44%
$8.39K - $9.06K
39.6K $2.5M
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
174
+ 0.29%
$8.34K - $9.01K
60.8K $3.85M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
169
New
$8.1K - $8.75K
169 $10.7K
Apr 26, 2023 Q1 2023
Financial Life Advisors

BUY
 -
162
+ 0.67%
$7.77K - $8.39K
24.2K $1.53M
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

BUY
 -
155
+ 8.45%
$7.43K - $8.03K
1.99K $126K
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
141
New
$6.76K - $7.3K
141 $8.92K
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
137
+ 2.89%
$6.57K - $7.1K
4.88K $309K
Apr 26, 2023 Q1 2023
Lincoln Capital LLC

BUY
 -
136
+ 0.97%
$6.52K - $7.04K
14.1K $892K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
135
+ 0.6%
$6.47K - $6.99K
22.5K $1.43M
Sep 11, 2024 Q1 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
123
+ 0.61%
$5.9K - $6.37K
20.3K $1.29M
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
121
New
$5.8K - $6.27K
121 $7.66K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
120
+ 1.25%
$5.75K - $6.21K
9.71K $614K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
112
New
$5.37K - $5.8K
112 $7.09K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
111
New
$5.32K - $5.75K
111 $7.02K
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
103
+ 0.07%
$4.94K - $5.33K
155K $9.82M
Apr 10, 2023 Q1 2023
Northside Capital Management, LLC

BUY
 -
100
+ 0.61%
$4.79K - $5.18K
16.5K $1.04M
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
100
New
$4.79K - $5.18K
100 $6.33K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
99
+ 1.04%
$4.75K - $5.13K
9.6K $607K
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
94
+ 1.72%
$4.51K - $4.87K
5.56K $352K
May 11, 2023 Q1 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
89
+ 0.69%
$4.27K - $4.61K
12.9K $816K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
88
+ 62.86%
$4.22K - $4.56K
228 $14.4K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
83
+ 0.28%
$3.98K - $4.3K
29.3K $1.85M
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

BUY
 -
82
+ 0.35%
$3.93K - $4.25K
23.2K $1.47M
May 05, 2023 Q1 2023
Prairie View Partners, LLC

BUY
 -
77
+ 8.15%
$3.69K - $3.99K
1.02K $64.7K
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
65
+ 0.61%
$3.12K - $3.37K
10.8K $681K
May 05, 2023 Q1 2023
Avion Wealth

The Woodlands, TX
BUY
 -
65
+ 500.0%
$3.12K - $3.37K
78 $4.94K
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
61
+ 0.43%
$2.92K - $3.16K
14.3K $903K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
60
New
$2.88K - $3.11K
60 $3.8K
May 12, 2023 Q1 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
54
+ 1.28%
$2.59K - $2.8K
4.27K $270K
Apr 24, 2023 Q1 2023
Crumly & Associates Inc.

BUY
 -
51
+ 0.03%
$2.44K - $2.64K
162K $10.3M
May 03, 2023 Q1 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
45
+ 0.45%
$2.16K - $2.33K
10.1K $636K
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
41
+ 0.73%
$1.97K - $2.12K
5.65K $358K
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
41
+ 2.75%
$1.97K - $2.12K
1.53K $96.9K
May 05, 2023 Q1 2023
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
40
+ 0.6%
$1.92K - $2.07K
6.75K $427K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
37
+ 0.95%
$1.77K - $1.92K
3.94K $249K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
35
+ 0.35%
$1.68K - $1.81K
10.1K $641K
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
34
+ 0.54%
$1.63K - $1.76K
6.3K $399K
May 17, 2023 Q1 2023
Pacific Financial Group Inc

BUY
 -
33
+ 0.03%
$1.58K - $1.71K
111K $7.03M
May 04, 2023 Q1 2023
Lmcg Investments, LLC

Boston, MA
BUY
 -
33
+ 0.14%
$1.58K - $1.71K
22.8K $1.44M

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