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 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
27K+ 10.22% |
$1.37M - $1.51M
|
292K
$17.9M
|
|
May 11, 2022
Q1 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
26.7K+ 22.84% |
$1.35M - $1.5M
|
144K
$8.84M
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
26.1K+ 40.54% |
$1.32M - $1.47M
|
90.6K
$5.58M
|
|
May 02, 2022
Q1 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
26K+ 4.56% |
$1.32M - $1.46M
|
596K
$36.7M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25.4K+ 46.31% |
$1.29M - $1.42M
|
80.2K
$4.93M
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
25.3K+ 31.09% |
$1.28M - $1.42M
|
107K
$6.55M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.1K+ 9.64% |
$1.27M - $1.41M
|
286K
$17.6M
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
24.8KNew |
$1.26M - $1.39M
|
24.8K
$1.53M
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
23.9K+ 2.8% |
$1.21M - $1.34M
|
876K
$53.9M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
23.5K+ 11.97% |
$1.19M - $1.32M
|
220K
$13.5M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
23.4K+ 12.11% |
$1.19M - $1.31M
|
217K
$13.3M
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
23KNew |
$1.16M - $1.29M
|
23K
$1.41M
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
22.6K+ 5.92% |
$1.15M - $1.27M
|
405K
$24.9M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.5K+ 78.57% |
$1.14M - $1.26M
|
51.1K
$3.15M
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
20.9K+ 4.2% |
$1.06M - $1.17M
|
520K
$32M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
20.2K+ 1.45% |
$1.02M - $1.13M
|
1.42M
$87.3M
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
18.9K+ 12.81% |
$958K - $1.06M
|
167K
$10.2M
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.6K+ 10.18% |
$942K - $1.04M
|
201K
$12.4M
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
18.2K+ 18.34% |
$922K - $1.02M
|
117K
$7.23M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.7K+ 41.31% |
$898K - $993K
|
60.6K
$3.73M
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
17.4K+ 1.85% |
$883K - $978K
|
961K
$59.1M
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
16.8K+ 384.2% |
$853K - $944K
|
21.2K
$1.31M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
16.7K+ 4.36% |
$844K - $934K
|
399K
$24.5M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
16.6K+ 22.16% |
$841K - $931K
|
91.5K
$5.63M
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
16.3K+ 14.33% |
$824K - $912K
|
130K
$7.99M
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
16.2K+ 11.63% |
$818K - $905K
|
155K
$9.53M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
15.1KNew |
$766K - $848K
|
15.1K
$931K
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
15.1K+ 3.47% |
$763K - $845K
|
449K
$27.6M
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
14.8K+ 6.33% |
$748K - $827K
|
248K
$15.3M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
14.6KNew |
$738K - $817K
|
14.6K
$896K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14.5KNew |
$736K - $814K
|
14.5K
$893K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14.4K+ 12.4% |
$728K - $805K
|
130K
$8.01M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
14.1KNew |
$715K - $791K
|
14.1K
$868K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
14.1K+ 5.17% |
$713K - $789K
|
286K
$17.6M
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13.5K+ 36.29% |
$684K - $757K
|
50.7K
$3.12M
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
13.3KNew |
$674K - $745K
|
13.3K
$818K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13K+ 10.91% |
$657K - $727K
|
132K
$8.12M
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
12.9K+ 3.66% |
$652K - $722K
|
365K
$22.4M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.7K+ 3.16% |
$642K - $711K
|
413K
$25.4M
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
12.4K+ 2.65% |
$628K - $695K
|
480K
$29.5M
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
12.3K+ 5.64% |
$624K - $690K
|
230K
$14.2M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
12.3K+ 53.62% |
$621K - $687K
|
35.1K
$2.16M
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
12.2K+ 23.08% |
$619K - $685K
|
65.2K
$4.01M
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12K+ 15.74% |
$607K - $671K
|
88.1K
$5.42M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.9K+ 16.47% |
$604K - $669K
|
84.3K
$5.19M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
11.8KNew |
$596K - $659K
|
11.8K
$723K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
11.7K+ 30.65% |
$592K - $655K
|
49.8K
$3.07M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.7KNew |
$591K - $654K
|
11.7K
$718K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.6KNew |
$587K - $650K
|
11.6K
$713K
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 9.72% |
$569K - $630K
|
127K
$7.8M
|