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 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.7K- 1.01% |
$490K - $574K
|
1.04M
$65.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-10.7K- 2.58% |
$492K - $576K
|
404K
$25.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-10.7K- 11.13% |
$492K - $576K
|
85.7K
$5.41M
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 1.23% |
$494K - $578K
|
865K
$54.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.6KClosed |
$531K - $622K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.7KClosed |
$535K - $627K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.7K- 6.63% |
$536K - $628K
|
165K
$10.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-11.8KClosed |
$539K - $631K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.8K- 23.14% |
$542K - $635K
|
39.3K
$2.48M
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-12.7K- 1.32% |
$583K - $683K
|
949K
$59.9M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-13.7K- 23.02% |
$628K - $735K
|
45.8K
$2.89M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-13.8K- 6.3% |
$631K - $739K
|
205K
$12.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.8K- 7.44% |
$677K - $792K
|
184K
$11.6M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.3K- 5.98% |
$699K - $819K
|
240K
$15.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-15.8K- 3.39% |
$726K - $850K
|
451K
$28.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-15.9K- 8.41% |
$729K - $853K
|
173K
$10.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16.5K- 8.21% |
$758K - $888K
|
185K
$11.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-16.7K- 5.2% |
$766K - $897K
|
305K
$19.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-16.9K- 19.36% |
$775K - $908K
|
70.4K
$4.44M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-17.3K- 37.36% |
$791K - $926K
|
28.9K
$1.83M
|
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-17.4KClosed |
$798K - $934K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-17.6KClosed |
$808K - $946K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.6K- 23.71% |
$854K - $1M
|
60K
$3.78M
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-18.9K- 4.24% |
$867K - $1.02M
|
427K
$27M
|
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-19.9KClosed |
$911K - $1.07M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-20.5K- 7.94% |
$942K - $1.1M
|
238K
$15M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-20.6K- 31.55% |
$946K - $1.11M
|
44.8K
$2.83M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-20.8K- 18.95% |
$951K - $1.11M
|
88.7K
$5.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.2K- 58.98% |
$1.02M - $1.19M
|
15.5K
$976K
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-22.8K- 81.77% |
$1.04M - $1.22M
|
5.08K
$321K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-22.8KClosed |
$1.05M - $1.22M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-23.4K- 66.59% |
$1.07M - $1.26M
|
11.7K
$741K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.2K- 6.71% |
$1.11M - $1.3M
|
336K
$21.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-25.4K- 40.76% |
$1.16M - $1.36M
|
36.9K
$2.33M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-26.2K- 82.16% |
$1.2M - $1.41M
|
5.68K
$359K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.7K- 63.6% |
$1.22M - $1.43M
|
15.3K
$965K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-26.9K- 44.43% |
$1.23M - $1.44M
|
33.6K
$2.12M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.3K- 4.61% |
$1.39M - $1.63M
|
627K
$39.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-31.5K- 15.2% |
$1.44M - $1.69M
|
176K
$11.1M
|
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-31.7K- 6.29% |
$1.45M - $1.7M
|
471K
$29.7M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-32.8K- 20.61% |
$1.5M - $1.76M
|
126K
$7.97M
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-35.8K- 19.68% |
$1.64M - $1.92M
|
146K
$9.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-37K- 5.95% |
$1.7M - $1.99M
|
584K
$36.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-41.8K- 9.57% |
$1.92M - $2.24M
|
395K
$24.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-42.1K- 75.71% |
$1.93M - $2.26M
|
13.5K
$852K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-43.1K- 12.42% |
$1.98M - $2.31M
|
304K
$19.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-45.2KClosed |
$2.07M - $2.43M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-45.3K- 76.8% |
$2.08M - $2.43M
|
13.7K
$863K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-47.3KClosed |
$2.17M - $2.54M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-48.7K- 6.95% |
$2.23M - $2.61M
|
652K
$41.1M
|