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
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-871Closed |
$44.1K - $48.8K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-875- 44.28% |
$44.3K - $49.1K
|
1.1K
$67.4K
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-879- 1.69% |
$44.5K - $49.3K
|
51.1K
$3.13M
|
|
Apr 11, 2022
Q1 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-897- 7.73% |
$45.4K - $50.3K
|
10.7K
$656K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-942- 2.88% |
$47.7K - $52.8K
|
31.7K
$1.94M
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-967- 6.82% |
$49K - $54.2K
|
13.2K
$810K
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-973- 6.66% |
$49.3K - $54.5K
|
13.6K
$836K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-975- 56.42% |
$49.4K - $54.7K
|
753
$46.1K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-986- 9.44% |
$50K - $55.3K
|
9.45K
$579K
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-998- 18.45% |
$50.6K - $55.9K
|
4.41K
$270K
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1K- 13.7% |
$50.7K - $56.1K
|
6.3K
$386K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1K- 18.59% |
$50.7K - $56.1K
|
4.38K
$268K
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
SELL
|
- |
-1.07K- 6.11% |
$54.1K - $59.9K
|
16.4K
$1M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.07K- 6.82% |
$54.3K - $60.1K
|
14.6K
$896K
|
|
May 09, 2022
Q1 2022
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-1.08K- 14.76% |
$54.7K - $60.5K
|
6.24K
$382K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 1.94% |
$55.1K - $61K
|
55.1K
$3.37M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.11K- 4.96% |
$56.3K - $62.3K
|
21.3K
$1.3M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.13K- 19.89% |
$57.2K - $63.3K
|
4.55K
$278K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.2K- 59.68% |
$60.6K - $67K
|
808
$49.5K
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.21K- 24.08% |
$61.2K - $67.8K
|
3.81K
$233K
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.25K- 2.1% |
$63.1K - $69.8K
|
57.9K
$3.55M
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-1.25K- 4.02% |
$63.3K - $70.1K
|
29.8K
$1.83M
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.25K- 10.15% |
$63.3K - $70.1K
|
11.1K
$678K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.29K- 8.53% |
$65.4K - $72.3K
|
13.8K
$848K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.3K- 10.93% |
$66K - $73K
|
10.6K
$650K
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.33K- 20.02% |
$67.4K - $74.6K
|
5.31K
$325K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.36K- 1.32% |
$69K - $76.4K
|
102K
$6.26M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.36K- 13.99% |
$69.1K - $76.5K
|
8.38K
$513K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-1.37KClosed |
$69.5K - $76.9K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.38K- 0.67% |
$69.9K - $77.3K
|
205K
$12.6M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.56K- 4.19% |
$78.9K - $87.3K
|
35.6K
$2.18M
|
|
Apr 25, 2022
Q1 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.59K- 14.32% |
$80.3K - $88.9K
|
9.48K
$581K
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.63K- 1.64% |
$82.6K - $91.4K
|
97.9K
$6M
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.71K- 24.76% |
$86.6K - $95.8K
|
5.19K
$318K
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.73KClosed |
$87.4K - $96.8K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.85K- 9.18% |
$93.8K - $104K
|
18.3K
$1.12M
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.9KClosed |
$96.3K - $107K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.93K- 7.16% |
$97.9K - $108K
|
25K
$1.53M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.99KClosed |
$101K - $111K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.12K- 12.02% |
$108K - $119K
|
15.5K
$951K
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.24K- 1.37% |
$114K - $126K
|
162K
$9.89M
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.26KClosed |
$115K - $127K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.26K- 22.71% |
$115K - $127K
|
7.7K
$471K
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.34K- 4.77% |
$118K - $131K
|
46.7K
$2.86M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.4K- 46.69% |
$122K - $135K
|
2.75K
$168K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.52K- 1.48% |
$128K - $141K
|
168K
$10.3M
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.61K- 35.9% |
$132K - $146K
|
4.66K
$286K
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-2.67K- 7.31% |
$135K - $150K
|
33.9K
$2.08M
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.76K- 1.88% |
$140K - $154K
|
143K
$8.78M
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.79K- 10.43% |
$141K - $157K
|
24K
$1.47M
|