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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-396- 3.25% |
$18.2K - $21.3K
|
11.8K
$723K
|
|
|
Jul 13, 2022
Q2 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-402- 0.35% |
$18.4K - $21.6K
|
113K
$6.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-405- 0.22% |
$18.6K - $21.7K
|
184K
$11.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-407- 0.84% |
$18.7K - $21.9K
|
48K
$2.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-411- 0.21% |
$18.8K - $22.1K
|
197K
$12.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
SELL
|
- |
-414- 0.57% |
$19K - $22.2K
|
72.5K
$4.45M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-432Closed |
$19.8K - $23.2K
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-471- 0.54% |
$21.6K - $25.3K
|
86.1K
$5.28M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-486- 10.04% |
$22.3K - $26.1K
|
4.36K
$267K
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-491- 4.48% |
$22.5K - $26.4K
|
10.5K
$643K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-492- 4.93% |
$22.6K - $26.4K
|
9.48K
$582K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-497- 0.49% |
$22.8K - $26.7K
|
102K
$6.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-505- 46.46% |
$23.1K - $27.1K
|
582
$35.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-515- 6.59% |
$23.6K - $27.7K
|
7.29K
$448K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-552- 1.18% |
$25.3K - $29.6K
|
46.1K
$2.83M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-562- 5.17% |
$25.8K - $30.2K
|
10.3K
$633K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-567- 1.57% |
$26K - $30.4K
|
35.6K
$2.19M
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-596- 4.19% |
$27.3K - $32K
|
13.6K
$836K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-601- 2.33% |
$27.5K - $32.3K
|
25.2K
$1.55M
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-700- 8.65% |
$32.1K - $37.6K
|
7.39K
$454K
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-732- 0.83% |
$33.6K - $39.3K
|
87.5K
$5.37M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-733- 6.09% |
$33.6K - $39.4K
|
11.3K
$693K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-753Closed |
$34.5K - $40.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-755- 73.09% |
$34.6K - $40.5K
|
278
$17.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-756- 1.25% |
$34.7K - $40.6K
|
59.9K
$3.67M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-771- 2.16% |
$35.3K - $41.4K
|
34.9K
$2.14M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-775- 4.7% |
$35.5K - $41.6K
|
15.7K
$965K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-795- 12.76% |
$36.4K - $42.7K
|
5.44K
$334K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-796- 0.87% |
$36.5K - $42.7K
|
90.5K
$5.56M
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-814Closed |
$37.3K - $43.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-818- 3.71% |
$37.5K - $43.9K
|
21.3K
$1.3M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-900- 3.04% |
$41.3K - $48.3K
|
28.7K
$1.76M
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-918- 11.09% |
$42.1K - $49.3K
|
7.36K
$452K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-943- 16.77% |
$43.2K - $50.6K
|
4.68K
$287K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-980- 6.73% |
$44.9K - $52.6K
|
13.6K
$834K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-985- 0.08% |
$45.2K - $52.9K
|
1.19M
$73.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1K- 13.82% |
$45.8K - $53.7K
|
6.24K
$383K
|
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.04K- 6.67% |
$47.5K - $55.7K
|
14.5K
$891K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.06K- 0.32% |
$48.5K - $56.8K
|
327K
$20.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.06K- 96.55% |
$48.7K - $57.1K
|
38
$2.33K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-1.08K- 38.57% |
$49.5K - $58K
|
1.72K
$106K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.12K- 14.64% |
$51.5K - $60.3K
|
6.55K
$402K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.14K- 13.07% |
$52.2K - $61.2K
|
7.57K
$465K
|
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.14K- 5.48% |
$52.3K - $61.3K
|
19.7K
$1.21M
|
|
|
Jul 26, 2022
Q2 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.16K- 12.18% |
$52.9K - $62K
|
8.33K
$511K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.22K- 8.99% |
$55.7K - $65.3K
|
12.3K
$756K
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.22K- 4.11% |
$55.8K - $65.3K
|
28.4K
$1.74M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.22K- 5.09% |
$56K - $65.6K
|
22.8K
$1.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.27K- 9.69% |
$58.2K - $68.1K
|
11.8K
$726K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.3K- 4.03% |
$59.6K - $69.9K
|
31K
$1.9M
|