Purchases and Sales Made in Q1 2022 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q1 2022. 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 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.36% |
$659 - $729
|
967
$59.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
12+ 0.47% |
$608 - $673
|
2.56K
$157K
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10+ 0.17% |
$507 - $561
|
5.98K
$366K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9+ 0.03% |
$456 - $505
|
29.6K
$1.81M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8+ 0.01% |
$405 - $448
|
64.4K
$3.95M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.52% |
$405 - $448
|
1.53K
$93.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.03% |
$405 - $448
|
24K
$1.47M
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
6+ 0.07% |
$304 - $336
|
9.21K
$564K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.14% |
$304 - $336
|
4.19K
$257K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6+ 0.56% |
$304 - $336
|
1.09K
$66.6K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
5+ 0.01% |
$253 - $280
|
55.5K
$3.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.54% |
$203 - $224
|
741
$45.4K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.06% |
$152 - $168
|
4.83K
$296K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.28% |
$152 - $168
|
1.09K
$66.5K
|
|
|
May 03, 2022
Q1 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$101 - $112
|
8.2K
$502K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$101 - $112
|
1.49K
$91K
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1+ 0.01% |
$50.7 - $56.1
|
7.08K
$433K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.1% |
$50.7 - $56.1
|
1.03K
$63.3K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1+ 0.11% |
$50.7 - $56.1
|
919
$56.3K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$50.7 - $56.1
|
20.9K
$1.28M
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1Closed |
$50.7 - $56.1
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 1.37% |
$659 - $729
|
937
$57.4K
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-16- 55.17% |
$811 - $897
|
13
$796
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22- 0.14% |
$1.11K - $1.23K
|
16.1K
$985K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-22- 1.52% |
$1.11K - $1.23K
|
1.42K
$87.1K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.18% |
$1.62K - $1.79K
|
17.5K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-35- 0.91% |
$1.77K - $1.96K
|
3.82K
$234K
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-38- 0.59% |
$1.93K - $2.13K
|
6.36K
$389K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-44- 1.81% |
$2.23K - $2.47K
|
2.38K
$146K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-46Closed |
$2.33K - $2.58K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-52- 0.64% |
$2.63K - $2.92K
|
8.04K
$493K
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-53- 0.15% |
$2.68K - $2.97K
|
36.1K
$2.21M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-53- 0.51% |
$2.68K - $2.97K
|
10.4K
$639K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-56- 0.75% |
$2.84K - $3.14K
|
7.46K
$457K
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-57- 0.15% |
$2.89K - $3.2K
|
37.5K
$2.3M
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-70- 0.56% |
$3.55K - $3.92K
|
12.4K
$759K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-76- 0.94% |
$3.85K - $4.26K
|
8.04K
$492K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-77Closed |
$3.9K - $4.32K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-80- 16.13% |
$4.05K - $4.48K
|
416
$25.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-81- 0.46% |
$4.1K - $4.54K
|
17.7K
$1.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-81- 0.92% |
$4.1K - $4.54K
|
8.71K
$534K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-82- 5.09% |
$4.15K - $4.6K
|
1.53K
$93.7K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-101- 1.22% |
$5.12K - $5.66K
|
8.18K
$501K
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-105- 1.53% |
$5.32K - $5.89K
|
6.74K
$413K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-110- 0.85% |
$5.57K - $6.17K
|
12.8K
$786K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-120Closed |
$6.08K - $6.73K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-129- 1.18% |
$6.54K - $7.23K
|
10.8K
$664K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-141Closed |
$7.14K - $7.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-142- 0.47% |
$7.19K - $7.96K
|
30.4K
$1.86M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-147- 2.69% |
$7.45K - $8.24K
|
5.33K
$326K
|