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 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.96K+ 3.42% |
$99.3K - $110K
|
59.2K
$3.64M
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.92K+ 2.2% |
$97.5K - $108K
|
89.4K
$5.5M
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.91K+ 2.0% |
$96.9K - $107K
|
97.6K
$6M
|
|
|
May 16, 2022
Q1 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.9K+ 0.97% |
$96.1K - $106K
|
197K
$12.1M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.86K+ 46.01% |
$94.1K - $104K
|
5.89K
$363K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.84K+ 3.18% |
$93K - $103K
|
59.5K
$3.66M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.83K+ 2.4% |
$92.9K - $103K
|
78.1K
$4.81M
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.76K+ 0.87% |
$89.2K - $98.7K
|
203K
$12.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.76K+ 3.63% |
$89.1K - $98.6K
|
50.2K
$3.09M
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.73KNew |
$87.8K - $97.2K
|
1.73K
$107K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.68K+ 2.11% |
$85K - $94.1K
|
81.1K
$4.99M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.67K+ 0.19% |
$84.4K - $93.4K
|
877K
$53.9M
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.66K+ 7.87% |
$84.3K - $93.3K
|
22.8K
$1.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.62KNew |
$81.9K - $90.6K
|
1.62K
$99.5K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.59K+ 34.23% |
$80.5K - $89.1K
|
6.23K
$383K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.55K+ 5.23% |
$78.7K - $87.1K
|
31.2K
$1.92M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.53K+ 39.04% |
$77.5K - $85.8K
|
5.45K
$335K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.52K+ 2.11% |
$77.2K - $85.4K
|
73.7K
$4.53M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.46K+ 1214.17% |
$73.8K - $81.7K
|
1.58K
$97K
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.43K+ 4.66% |
$72.6K - $80.4K
|
32.2K
$1.98M
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1.42K+ 8.6% |
$71.9K - $79.5K
|
17.9K
$1.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.4K+ 20.22% |
$71K - $78.6K
|
8.34K
$513K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.39K+ 13.02% |
$70.2K - $77.7K
|
12K
$740K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.38K+ 5.74% |
$69.7K - $77.1K
|
25.3K
$1.56M
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.35KNew |
$68.3K - $75.6K
|
1.35K
$83K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.34K+ 6.14% |
$67.8K - $75K
|
23.1K
$1.42M
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.33K+ 10.9% |
$67.4K - $74.6K
|
13.5K
$832K
|
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.3K+ 18.61% |
$65.6K - $72.6K
|
8.25K
$508K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.27K+ 14.74% |
$64.1K - $71K
|
9.85K
$606K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.17K+ 9.12% |
$59.1K - $65.4K
|
14K
$858K
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.12K+ 2.51% |
$56.5K - $62.5K
|
45.5K
$2.8M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 1.5% |
$55.2K - $61.1K
|
73.9K
$4.54M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.06K+ 13.32% |
$53.7K - $59.4K
|
9.02K
$555K
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
1.06K+ 0.44% |
$53.6K - $59.3K
|
244K
$15M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.03KNew |
$52.3K - $57.9K
|
1.03K
$63.6K
|
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.03K+ 4.88% |
$52K - $57.6K
|
22.1K
$1.36M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 1.18% |
$52K - $57.6K
|
88.3K
$5.43M
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
994+ 10.73% |
$50.4K - $55.7K
|
10.3K
$631K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
961+ 9.5% |
$48.7K - $53.9K
|
11.1K
$682K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
956+ 0.69% |
$48.4K - $53.6K
|
140K
$8.6M
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
947+ 0.89% |
$48K - $53.1K
|
108K
$6.62M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
900+ 12.06% |
$45.6K - $50.5K
|
8.36K
$514K
|
|
|
May 16, 2022
Q1 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
852+ 5.82% |
$43.2K - $47.8K
|
15.5K
$952K
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
839+ 3.02% |
$42.5K - $47K
|
28.6K
$1.76M
|
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
831+ 10.59% |
$42.1K - $46.6K
|
8.68K
$534K
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
794+ 0.49% |
$40.2K - $44.5K
|
163K
$10M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
784+ 4.99% |
$39.7K - $44K
|
16.5K
$1.01M
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
783New |
$39.7K - $43.9K
|
783
$48.2K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
741+ 18.12% |
$37.5K - $41.5K
|
4.83K
$297K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
708New |
$35.9K - $39.7K
|
708
$43.6K
|