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 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.1K+ 102.71% |
$563K - $623K
|
21.9K
$1.35M
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11K+ 6.4% |
$559K - $619K
|
184K
$11.3M
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
10.6K+ 23.01% |
$538K - $595K
|
56.7K
$3.49M
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
10.2K+ 3.66% |
$518K - $573K
|
290K
$17.8M
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
10.2K+ 8.49% |
$515K - $569K
|
130K
$7.99M
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
10.1K+ 13.91% |
$512K - $567K
|
82.8K
$5.1M
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.97K+ 2.49% |
$505K - $559K
|
410K
$25.2M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9.79K+ 19.91% |
$496K - $549K
|
59K
$3.63M
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
9.74K+ 6.45% |
$493K - $546K
|
161K
$9.88M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
9.63K+ 703.21% |
$488K - $540K
|
11K
$677K
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
9.56K+ 15.1% |
$485K - $536K
|
72.9K
$4.49M
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
9.53K+ 72.28% |
$483K - $534K
|
22.7K
$1.4M
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
9.47K+ 15.67% |
$480K - $531K
|
69.9K
$4.3M
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.44K+ 21.37% |
$478K - $529K
|
53.6K
$3.3M
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
BUY
|
- |
9.33K+ 191.23% |
$473K - $523K
|
14.2K
$874K
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
9.27K+ 3.3% |
$470K - $520K
|
290K
$17.9M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.13KNew |
$462K - $512K
|
9.13K
$561K
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
9.09K+ 9.74% |
$460K - $509K
|
102K
$6.3M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.85K+ 7.63% |
$448K - $496K
|
125K
$7.68M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.79K+ 455.26% |
$445K - $493K
|
10.7K
$660K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.76K+ 5.2% |
$444K - $491K
|
177K
$10.9M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.71KNew |
$441K - $488K
|
8.71K
$536K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.68K+ 6.41% |
$440K - $486K
|
144K
$8.86M
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
8.65K+ 1.98% |
$438K - $485K
|
446K
$27.4M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
8.5K+ 73.48% |
$430K - $476K
|
20.1K
$1.23M
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
8.44K+ 5.62% |
$427K - $473K
|
159K
$9.75M
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
8.24K+ 19.04% |
$417K - $462K
|
51.5K
$3.17M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
8.17K+ 12.29% |
$414K - $458K
|
74.7K
$4.59M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
8.02K+ 10.78% |
$406K - $449K
|
82.4K
$5.07M
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
7.98K+ 7.44% |
$404K - $447K
|
115K
$7.09M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.74K+ 8.88% |
$392K - $434K
|
94.9K
$5.84M
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.7K+ 1.23% |
$390K - $432K
|
636K
$39.1M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.54K+ 8.71% |
$382K - $423K
|
94.1K
$5.79M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
7.5KNew |
$380K - $420K
|
7.5K
$461K
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7.47KNew |
$379K - $419K
|
7.47K
$460K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.33K+ 46.05% |
$371K - $411K
|
23.3K
$1.43M
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
7.1K+ 7.34% |
$360K - $398K
|
104K
$6.39M
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
7.08K+ 75.22% |
$359K - $397K
|
16.5K
$1.02M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.08K+ 50.61% |
$359K - $397K
|
21.1K
$1.3M
|
|
May 13, 2022
Q1 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
7.04K+ 13.08% |
$357K - $395K
|
60.9K
$3.75M
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.03K+ 13.28% |
$356K - $394K
|
60K
$3.69M
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.89K+ 16.09% |
$349K - $386K
|
49.7K
$3.06M
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
6.84KNew |
$347K - $383K
|
6.84K
$421K
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
6.71KNew |
$340K - $376K
|
6.71K
$413K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
6.69K+ 12.01% |
$339K - $375K
|
62.4K
$3.84M
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.69KNew |
$339K - $375K
|
6.69K
$411K
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
BUY
|
- |
6.62K+ 4.65% |
$336K - $371K
|
149K
$9.18M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
6.51K+ 1.41% |
$330K - $365K
|
467K
$28.7M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.5K+ 139.61% |
$329K - $364K
|
11.1K
$686K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
6.48K+ 10.19% |
$328K - $363K
|
70.1K
$4.31M
|