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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-227- 0.54% |
$11.1K - $11.7K
|
42.1K
$2.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-237- 0.93% |
$11.6K - $12.2K
|
25.1K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-253- 3.13% |
$12.4K - $13K
|
7.83K
$496K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-257- 68.72% |
$12.6K - $13.2K
|
117
$7.41K
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-257- 4.45% |
$12.6K - $13.2K
|
5.52K
$350K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-280- 0.66% |
$13.7K - $14.4K
|
41.9K
$2.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-282- 3.43% |
$13.8K - $14.5K
|
7.93K
$502K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-299- 0.62% |
$14.7K - $15.4K
|
47.7K
$3.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-300- 5.49% |
$14.7K - $15.5K
|
5.17K
$327K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-300- 4.51% |
$14.7K - $15.5K
|
6.36K
$403K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-306- 10.01% |
$15K - $15.8K
|
2.75K
$174K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-323- 2.7% |
$15.9K - $16.6K
|
11.7K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-324- 4.44% |
$15.9K - $16.7K
|
6.97K
$442K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-334- 7.69% |
$16.4K - $17.2K
|
4.01K
$254K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-340- 2.35% |
$16.7K - $17.5K
|
14.1K
$896K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-343- 2.23% |
$16.8K - $17.7K
|
15K
$953K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-367- 1.02% |
$18K - $18.9K
|
35.7K
$2.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-374- 6.79% |
$18.4K - $19.3K
|
5.14K
$325K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-406- 2.9% |
$19.9K - $20.9K
|
13.6K
$861K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-433- 3.0% |
$21.3K - $22.3K
|
14K
$888K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-457- 0.2% |
$22.4K - $23.5K
|
230K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-470- 5.46% |
$23.1K - $24.2K
|
8.13K
$515K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-470- 5.46% |
$23.1K - $24.2K
|
8.13K
$515K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-540- 0.2% |
$26.5K - $27.8K
|
268K
$17M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-554- 0.9% |
$27.2K - $28.5K
|
61K
$3.86M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-559- 1.03% |
$27.4K - $28.8K
|
53.5K
$3.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-566- 5.0% |
$27.8K - $29.2K
|
10.8K
$681K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-623- 7.89% |
$30.6K - $32.1K
|
7.28K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-623- 12.59% |
$30.6K - $32.1K
|
4.33K
$274K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-627- 0.92% |
$30.8K - $32.3K
|
67.4K
$4.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-637- 9.27% |
$31.3K - $32.8K
|
6.24K
$395K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-662- 1.01% |
$32.5K - $34.1K
|
64.8K
$4.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-688- 14.09% |
$33.8K - $35.5K
|
4.2K
$266K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-689- 1.64% |
$33.8K - $35.5K
|
41.4K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-693- 6.44% |
$34K - $35.7K
|
10.1K
$638K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-701- 3.55% |
$34.4K - $36.1K
|
19.1K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-717- 6.71% |
$35.2K - $36.9K
|
9.96K
$631K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-742- 12.19% |
$36.4K - $38.2K
|
5.34K
$338K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-744- 3.77% |
$36.5K - $38.3K
|
19K
$1.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-748- 0.94% |
$36.7K - $38.5K
|
79.1K
$5.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-750- 12.52% |
$36.8K - $38.6K
|
5.24K
$332K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-754- 6.41% |
$37K - $38.9K
|
11K
$697K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-756- 0.17% |
$37.1K - $39K
|
436K
$27.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-762- 10.15% |
$37.4K - $39.3K
|
6.75K
$427K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-765- 14.04% |
$37.5K - $39.4K
|
4.68K
$297K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-784- 11.36% |
$38.5K - $40.4K
|
6.12K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-802- 12.14% |
$39.4K - $41.3K
|
5.81K
$368K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-802- 5.12% |
$39.4K - $41.3K
|
14.9K
$941K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-805- 3.25% |
$39.5K - $41.5K
|
24K
$1.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-810- 2.02% |
$39.8K - $41.7K
|
39.3K
$2.49M
|