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 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-75.5K- 88.97% |
$3.82M - $4.23M
|
9.35K
$575K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-83.9K- 18.89% |
$4.25M - $4.7M
|
360K
$22.2M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-84KClosed |
$4.25M - $4.71M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-109KClosed |
$5.53M - $6.12M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-110K- 99.86% |
$5.58M - $6.18M
|
157
$9.66K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-138K- 25.29% |
$6.97M - $7.71M
|
406K
$25M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-184K- 43.94% |
$9.3M - $10.3M
|
234K
$14.4M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-203K- 84.36% |
$10.3M - $11.4M
|
37.7K
$2.32M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-271K- 91.48% |
$13.7M - $15.2M
|
25.3K
$1.56M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-316KClosed |
$16M - $17.7M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-317K- 49.11% |
$16.1M - $17.8M
|
328K
$20.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-395K- 92.54% |
$20M - $22.1M
|
31.9K
$1.96M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-479K- 10.21% |
$24.3M - $26.8M
|
4.21M
$259M
|
|
|
May 04, 2022
Q1 2022
|
Arch Capital Group Ltd.
|
SELL
|
- |
-527KClosed |
$26.7M - $29.6M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-571K- 3.12% |
$28.9M - $32M
|
17.7M
$1.09B
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-654K- 90.83% |
$33.2M - $36.7M
|
66.1K
$4.06M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-782KClosed |
$39.6M - $43.8M
|
0
$0
|
|
|
Aug 24, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-2.72M- 49.87% |
$138M - $153M
|
2.73M
$168M
|
|
|
Aug 24, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.72M- 49.87% |
$138M - $153M
|
2.73M
$168M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.59M- 94.66% |
$232M - $257M
|
259K
$15.9M
|