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 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.34K- 13.08% |
$61.5K - $72.1K
|
8.92K
$547K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.38K- 15.95% |
$63.2K - $74K
|
7.26K
$446K
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.39K- 18.64% |
$63.9K - $74.8K
|
6.08K
$373K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.4K- 20.39% |
$63.9K - $74.9K
|
5.45K
$334K
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-1.45K- 4.23% |
$66.5K - $77.9K
|
32.9K
$2.02M
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.47K- 33.93% |
$67.4K - $78.9K
|
2.86K
$176K
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 1.52% |
$68.3K - $80.1K
|
96.4K
$5.92M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.52K- 0.19% |
$69.6K - $81.5K
|
795K
$48.8M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.54K- 5.41% |
$70.6K - $82.7K
|
26.9K
$1.65M
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.62K- 2.8% |
$74.4K - $87.1K
|
56.3K
$3.46M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 11.21% |
$76.6K - $89.8K
|
13.2K
$813K
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.69K- 10.54% |
$77.2K - $90.5K
|
14.3K
$878K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.73K- 5.45% |
$79.2K - $92.8K
|
30K
$1.84M
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.73KClosed |
$79.4K - $93K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.8K- 1.69% |
$82.4K - $96.5K
|
105K
$6.43M
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-1.84K- 1.14% |
$84.3K - $98.7K
|
159K
$9.75M
|
|
Jul 25, 2022
Q2 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.85K- 8.15% |
$84.9K - $99.4K
|
20.9K
$1.28M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.86K- 7.37% |
$85.4K - $100K
|
23.4K
$1.44M
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.87K- 1.18% |
$85.6K - $100K
|
157K
$9.62M
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.94K- 14.37% |
$89.1K - $104K
|
11.6K
$711K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.95K- 15.81% |
$89.6K - $105K
|
10.4K
$639K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.97K- 6.31% |
$90.3K - $106K
|
29.3K
$1.8M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2KClosed |
$91.7K - $107K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 4.05% |
$92.2K - $108K
|
47.7K
$2.93M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.03K- 4.66% |
$93.1K - $109K
|
41.5K
$2.55M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.1K- 10.88% |
$96.4K - $113K
|
17.2K
$1.06M
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.19K- 8.65% |
$100K - $117K
|
23.1K
$1.42M
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2.25K- 4.05% |
$103K - $121K
|
53.3K
$3.27M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.34K- 1.3% |
$107K - $125K
|
178K
$10.9M
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-2.35K- 23.86% |
$108K - $126K
|
7.5K
$460K
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-2.4K- 2.4% |
$110K - $129K
|
97.7K
$5.99M
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.7K- 9.06% |
$124K - $145K
|
27.1K
$1.66M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.75K- 19.87% |
$126K - $148K
|
11.1K
$681K
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.77K- 36.89% |
$127K - $149K
|
4.75K
$291K
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-2.83K- 1.58% |
$130K - $152K
|
176K
$10.8M
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2.9K- 13.6% |
$133K - $156K
|
18.4K
$1.13M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.95K- 3.97% |
$135K - $158K
|
71.4K
$4.38M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.06K- 5.0% |
$140K - $164K
|
58.2K
$3.57M
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3.31K- 4.58% |
$152K - $178K
|
69K
$4.24M
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3.36K- 5.44% |
$154K - $180K
|
58.3K
$3.58M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 13.64% |
$156K - $183K
|
21.5K
$1.32M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.44K- 15.61% |
$158K - $184K
|
18.6K
$1.14M
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.77K- 8.78% |
$173K - $202K
|
39.2K
$2.4M
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.77KClosed |
$173K - $203K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-3.81K- 0.35% |
$174K - $204K
|
1.08M
$66.1M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.81KClosed |
$175K - $205K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.81KClosed |
$175K - $205K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.82K- 34.49% |
$175K - $205K
|
7.26K
$446K
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-3.82KClosed |
$175K - $205K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.83K- 36.23% |
$176K - $206K
|
6.74K
$414K
|