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 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.41KNew |
$224K - $247K
|
4.41K
$272K
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
4.39KNew |
$222K - $246K
|
4.39K
$270K
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
4.15KNew |
$210K - $233K
|
4.15K
$255K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.06K+ 3.95% |
$206K - $227K
|
107K
$6.57M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
4.04KNew |
$205K - $226K
|
4.04K
$249K
|
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4.03KNew |
$204K - $226K
|
4.03K
$248K
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4KNew |
$203K - $224K
|
4K
$246K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3.89K+ 5.8% |
$197K - $218K
|
70.8K
$4.36M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.86K+ 3.55% |
$196K - $217K
|
113K
$6.93M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.86K+ 3.55% |
$196K - $217K
|
113K
$6.93M
|
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.82K+ 13.35% |
$194K - $214K
|
32.4K
$2M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.77KNew |
$191K - $212K
|
3.77K
$232K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.77K+ 131.62% |
$191K - $211K
|
6.64K
$408K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
3.73K+ 21.87% |
$189K - $209K
|
20.8K
$1.28M
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
3.73K+ 3.87% |
$189K - $209K
|
100K
$6.16M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.69K+ 4.97% |
$187K - $207K
|
78K
$4.8M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.5K+ 19.01% |
$177K - $196K
|
21.9K
$1.35M
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.27K+ 10.86% |
$166K - $183K
|
33.3K
$2.05M
|
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
3.18K+ 21.53% |
$161K - $178K
|
18K
$1.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.18K+ 12.58% |
$161K - $178K
|
28.5K
$1.75M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.12K+ 28.18% |
$158K - $175K
|
14.2K
$872K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.05K+ 5.28% |
$155K - $171K
|
60.9K
$3.75M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.96K+ 16.13% |
$150K - $166K
|
21.3K
$1.31M
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
2.93K+ 1.66% |
$148K - $164K
|
179K
$11M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.9K+ 10.92% |
$147K - $163K
|
29.5K
$1.81M
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
BUY
|
- |
2.8K+ 8.89% |
$142K - $157K
|
34.3K
$2.11M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.79K+ 5.02% |
$141K - $156K
|
58.3K
$3.59M
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.71K+ 0.55% |
$137K - $152K
|
494K
$30.4M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.68K+ 17.6% |
$136K - $150K
|
17.9K
$1.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.62K+ 15.77% |
$133K - $147K
|
19.2K
$1.18M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.6K+ 7.74% |
$132K - $146K
|
36.2K
$2.23M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
2.58K+ 2.75% |
$131K - $145K
|
96.5K
$5.94M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.57K+ 9.22% |
$130K - $144K
|
30.4K
$1.87M
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
2.54K+ 3.86% |
$129K - $142K
|
68.2K
$4.2M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.44K+ 30.77% |
$124K - $137K
|
10.4K
$639K
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.43K+ 21.75% |
$123K - $136K
|
13.6K
$836K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.42K+ 12.97% |
$123K - $136K
|
21.1K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.42K+ 38.83% |
$122K - $135K
|
8.64K
$532K
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
2.36K+ 18.48% |
$120K - $133K
|
15.2K
$932K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.35K+ 52.37% |
$119K - $132K
|
6.84K
$421K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.27K+ 2.85% |
$115K - $127K
|
82K
$5.04M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.24K+ 21.91% |
$114K - $126K
|
12.5K
$767K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacific Wealth Management
|
BUY
|
- |
2.22K+ 0.41% |
$112K - $124K
|
544K
$33.4M
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
2.19K+ 22.0% |
$111K - $123K
|
12.1K
$747K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.16K+ 8.4% |
$110K - $121K
|
27.9K
$1.72M
|
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
2.16K+ 10.82% |
$110K - $121K
|
22.2K
$1.36M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 16.88% |
$109K - $121K
|
14.9K
$918K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.14K+ 8.11% |
$109K - $120K
|
28.6K
$1.76M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.04K+ 8.27% |
$103K - $114K
|
26.7K
$1.64M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.99K+ 0.69% |
$101K - $112K
|
292K
$18M
|