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 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.92KClosed |
$180K - $211K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.92KClosed |
$180K - $211K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-4KClosed |
$183K - $215K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-4KClosed |
$183K - $215K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-4.03KClosed |
$185K - $216K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.04KClosed |
$185K - $217K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-4.04KClosed |
$185K - $217K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.05K- 19.07% |
$185K - $217K
|
17.2K
$1.05M
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4.17KClosed |
$191K - $224K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.32KClosed |
$198K - $232K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-4.36K- 1.79% |
$200K - $234K
|
240K
$14.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
SELL
|
- |
-4.39KClosed |
$201K - $236K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-4.41K- 1.07% |
$202K - $237K
|
406K
$24.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.47K- 14.05% |
$205K - $240K
|
27.4K
$1.68M
|
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-4.48KClosed |
$205K - $241K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.73KClosed |
$217K - $254K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.73KClosed |
$217K - $254K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.83KClosed |
$222K - $260K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.84K- 14.29% |
$222K - $260K
|
29K
$1.78M
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.88K- 2.66% |
$223K - $262K
|
179K
$11M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.92K- 0.41% |
$225K - $264K
|
1.19M
$73M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.05KClosed |
$231K - $271K
|
0
$0
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.17K- 18.27% |
$237K - $278K
|
23.1K
$1.42M
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-5.28K- 6.03% |
$242K - $283K
|
82.3K
$5.05M
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5.3K- 49.49% |
$243K - $284K
|
5.41K
$332K
|
|
|
Aug 12, 2022
Q2 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-5.31KClosed |
$244K - $285K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-5.53K- 22.07% |
$253K - $297K
|
19.5K
$1.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.61K- 3.53% |
$257K - $301K
|
153K
$9.39M
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.68K- 28.1% |
$260K - $305K
|
14.5K
$891K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.79K- 9.65% |
$265K - $311K
|
54.2K
$3.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.8K- 17.83% |
$266K - $312K
|
26.7K
$1.64M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.85K- 3.62% |
$268K - $314K
|
156K
$9.56M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.01K- 2.0% |
$275K - $322K
|
294K
$18M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-6.13KClosed |
$281K - $329K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-6.71KClosed |
$308K - $360K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.73K- 5.5% |
$308K - $361K
|
116K
$7.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.73K- 13.18% |
$309K - $362K
|
44.3K
$2.72M
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.95K- 2.33% |
$319K - $373K
|
291K
$17.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.32K- 0.17% |
$335K - $393K
|
4.21M
$258M
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-7.59K- 4.66% |
$348K - $407K
|
155K
$9.53M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.92K- 21.39% |
$363K - $425K
|
29.1K
$1.79M
|
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.05K- 47.78% |
$369K - $432K
|
8.8K
$540K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-8.7KClosed |
$399K - $467K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-8.85K- 2.5% |
$406K - $475K
|
346K
$21.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-8.97K- 15.22% |
$411K - $481K
|
50K
$3.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-9.47K- 88.29% |
$434K - $508K
|
1.26K
$77.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-10.2K- 27.69% |
$467K - $547K
|
26.6K
$1.63M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.2K- 4.94% |
$468K - $548K
|
196K
$12M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-10.2K- 2.56% |
$468K - $549K
|
388K
$23.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-10.4KClosed |
$476K - $557K
|
0
$0
|