Purchases and Sales Made in Q2 2022 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
9.66M+ 3880.96% |
$443M - $519M
|
9.91M
$610M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.82M+ 102.94% |
$129M - $151M
|
5.55M
$341M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
2.82M+ 102.94% |
$129M - $151M
|
5.55M
$341M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.33M+ 7.93% |
$61.1M - $71.6M
|
18.1M
$1.12B
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
907KNew |
$41.6M - $48.7M
|
907K
$55.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
696K+ 103.27% |
$31.9M - $37.4M
|
1.37M
$84.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
573K+ 7.76% |
$26.3M - $30.8M
|
7.95M
$489M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
571K+ 3.22% |
$26.2M - $30.6M
|
18.3M
$1.12B
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
571K+ 3.22% |
$26.2M - $30.6M
|
18.3M
$1.12B
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
553K+ 75.04% |
$25.4M - $29.7M
|
1.29M
$79.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
520K+ 13.04% |
$23.8M - $27.9M
|
4.5M
$277M
|
|
|
Aug 15, 2022
Q2 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
448K+ 172.01% |
$20.5M - $24M
|
708K
$43.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
411KNew |
$18.8M - $22.1M
|
411K
$25.3M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
392K+ 7.26% |
$18M - $21M
|
5.79M
$356M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
374K+ 18.35% |
$17.2M - $20.1M
|
2.41M
$149M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
344KNew |
$15.8M - $18.5M
|
344K
$21.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
343KNew |
$15.7M - $18.4M
|
343K
$21.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
341K+ 4.15% |
$15.6M - $18.3M
|
8.55M
$526M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
315K+ 39.08% |
$14.4M - $16.9M
|
1.12M
$68.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
BUY
|
- |
291K+ 64.23% |
$13.3M - $15.6M
|
744K
$45.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
274K+ 5.82% |
$12.6M - $14.7M
|
4.98M
$307M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
225K+ 303.11% |
$10.3M - $12.1M
|
299K
$18.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
209K+ 3.3% |
$9.59M - $11.2M
|
6.54M
$403M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
207K+ 132.2% |
$9.47M - $11.1M
|
363K
$22.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
178KNew |
$8.16M - $9.56M
|
178K
$11M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
172K+ 10.43% |
$7.87M - $9.21M
|
1.82M
$112M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
168K+ 57.23% |
$7.7M - $9.02M
|
461K
$28.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
161K+ 7.14% |
$7.4M - $8.66M
|
2.42M
$149M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
160K+ 101921.66% |
$7.34M - $8.59M
|
160K
$9.85M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157K+ 4.09% |
$7.2M - $8.43M
|
4M
$246M
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
149K+ 138.79% |
$6.85M - $8.02M
|
257K
$15.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
149K+ 15.75% |
$6.83M - $8M
|
1.1M
$67.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
126KNew |
$5.8M - $6.79M
|
126K
$7.78M
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
119K+ 131.49% |
$5.46M - $6.4M
|
210K
$12.9M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
112K+ 28.47% |
$5.15M - $6.03M
|
507K
$31.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110K+ 2.35% |
$5.03M - $5.89M
|
4.79M
$295M
|
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
104K+ 26.63% |
$4.79M - $5.61M
|
497K
$30.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
104K+ 53.35% |
$4.77M - $5.59M
|
299K
$18.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
100K+ 11.6% |
$4.6M - $5.39M
|
967K
$59.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
97.5K+ 36.42% |
$4.47M - $5.23M
|
365K
$22.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
95.6K+ 4.97% |
$4.38M - $5.13M
|
2.02M
$124M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
95.5KNew |
$4.38M - $5.13M
|
95.5K
$5.88M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.2K+ 593.39% |
$4.32M - $5.06M
|
110K
$6.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
91.6K+ 85.76% |
$4.2M - $4.92M
|
198K
$12.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
84.7K+ 12.26% |
$3.88M - $4.55M
|
776K
$47.7M
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
82.7K+ 16.93% |
$3.79M - $4.44M
|
571K
$35.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
80.7K+ 1.67% |
$3.7M - $4.33M
|
4.9M
$302M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
78.7K+ 54.98% |
$3.61M - $4.23M
|
222K
$13.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
77.1K+ 9.36% |
$3.54M - $4.14M
|
901K
$55.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
71.9K+ 5.46% |
$3.29M - $3.86M
|
1.39M
$85.4M
|