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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-151- 0.18% |
$7.65K - $8.47K
|
83.8K
$5.13M
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-158- 3.03% |
$8K - $8.86K
|
5.06K
$310K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-170- 2.06% |
$8.61K - $9.53K
|
8.09K
$496K
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-172- 0.48% |
$8.71K - $9.64K
|
35.4K
$2.17M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-178- 0.19% |
$9.02K - $9.98K
|
91.3K
$5.59M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-180- 0.94% |
$9.12K - $10.1K
|
19K
$1.17M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-200- 2.3% |
$10.1K - $11.2K
|
8.51K
$521K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-200Closed |
$10.1K - $11.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-223- 3.4% |
$11.3K - $12.5K
|
6.33K
$388K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-232- 2.77% |
$11.8K - $13K
|
8.15K
$499K
|
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-239- 0.62% |
$12.1K - $13.4K
|
38.5K
$2.36M
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-254- 3.26% |
$12.9K - $14.2K
|
7.53K
$461K
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-255- 1.43% |
$12.9K - $14.3K
|
17.6K
$1.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-265- 3.42% |
$13.4K - $14.9K
|
7.48K
$458K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-270Closed |
$13.7K - $15.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-273- 66.1% |
$13.8K - $15.3K
|
140
$8.57K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-274- 3.62% |
$13.9K - $15.4K
|
7.3K
$447K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-301- 5.08% |
$15.2K - $16.9K
|
5.62K
$344K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-319Closed |
$16.2K - $17.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-336- 6.09% |
$17K - $18.8K
|
5.18K
$317K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-350- 2.59% |
$17.7K - $19.6K
|
13.2K
$807K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-350- 8.41% |
$17.7K - $19.6K
|
3.81K
$233K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-350- 4.92% |
$17.7K - $19.6K
|
6.76K
$414K
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-360- 4.6% |
$18.2K - $20.2K
|
7.47K
$457K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-375- 2.31% |
$19K - $21K
|
15.9K
$972K
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-397- 0.85% |
$20.1K - $22.3K
|
46.2K
$2.83M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-400Closed |
$20.3K - $22.4K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-401- 4.31% |
$20.3K - $22.5K
|
8.91K
$546K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-409- 16.98% |
$20.7K - $22.9K
|
2K
$122K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-412- 99.76% |
$20.9K - $23.1K
|
1
$61.2
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-416- 3.79% |
$21.1K - $23.3K
|
10.6K
$647K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-439- 0.72% |
$22.2K - $24.6K
|
60.3K
$3.7M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-450- 9.75% |
$22.8K - $25.2K
|
4.17K
$255K
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-470- 1.18% |
$23.8K - $26.3K
|
39.5K
$2.42M
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 1.3% |
$25.3K - $28K
|
38K
$2.33M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-508- 10.52% |
$25.7K - $28.5K
|
4.32K
$265K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-544Closed |
$27.6K - $30.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-549Closed |
$27.8K - $30.8K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-561- 72.76% |
$28.4K - $31.4K
|
210
$12.9K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-568- 0.79% |
$28.8K - $31.8K
|
71.4K
$4.37M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-570- 4.89% |
$28.9K - $32K
|
11.1K
$679K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-609- 12.32% |
$30.9K - $34.1K
|
4.33K
$265K
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-639- 0.35% |
$32.4K - $35.8K
|
182K
$11.1M
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-691- 1.59% |
$35K - $38.7K
|
42.6K
$2.61M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-736Closed |
$37.3K - $41.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-782- 13.45% |
$39.6K - $43.8K
|
5.03K
$308K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-783- 13.47% |
$39.7K - $43.9K
|
5.03K
$308K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-796- 9.4% |
$40.3K - $44.6K
|
7.68K
$470K
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-856- 10.95% |
$43.4K - $48K
|
6.96K
$426K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-863- 19.35% |
$43.7K - $48.4K
|
3.6K
$220K
|