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 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.6K+ 101.04% |
$991K - $1.16M
|
43K
$2.71M
|
|
Aug 08, 2022
Q2 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
20.7K+ 23.53% |
$950K - $1.11M
|
109K
$6.87M
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
20.4K+ 9.7% |
$935K - $1.1M
|
231K
$14.6M
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
20.2K+ 4.21% |
$926K - $1.08M
|
500K
$31.5M
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
20K+ 5.12% |
$918K - $1.08M
|
411K
$25.9M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.7K+ 15.43% |
$902K - $1.06M
|
147K
$9.29M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
19.6K+ 6.84% |
$898K - $1.05M
|
306K
$19.3M
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
18.8K+ 7.13% |
$863K - $1.01M
|
283K
$17.9M
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
18.8K+ 7.18% |
$861K - $1.01M
|
280K
$17.7M
|
|
Jul 27, 2022
Q2 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
18.2K+ 1.88% |
$835K - $978K
|
986K
$62.2M
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
17K+ 3.44% |
$780K - $914K
|
511K
$32.3M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
16.4K+ 79.04% |
$753K - $882K
|
37.2K
$2.35M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16K+ 33.08% |
$734K - $859K
|
64.4K
$4.06M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
16K+ 102.84% |
$732K - $858K
|
31.5K
$1.99M
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
BUY
|
- |
15.8K+ 5.75% |
$725K - $849K
|
291K
$18.3M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
15.2KNew |
$698K - $817K
|
15.2K
$961K
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.8K+ 48.6% |
$677K - $793K
|
45.1K
$2.85M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.7K+ 42.23% |
$675K - $790K
|
49.6K
$3.13M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.6K+ 40.71% |
$669K - $784K
|
50.4K
$3.18M
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
14.6K+ 5.0% |
$668K - $782K
|
306K
$19.3M
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
13.9K+ 5.09% |
$637K - $746K
|
287K
$18.1M
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
13.4K+ 121.29% |
$614K - $719K
|
24.4K
$1.54M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.3K+ 49.93% |
$610K - $715K
|
40K
$2.52M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.3K+ 125.38% |
$610K - $714K
|
23.9K
$1.51M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13.2K+ 16.07% |
$604K - $708K
|
95.2K
$6.01M
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
13.2K+ 313.1% |
$603K - $706K
|
17.4K
$1.09M
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
12.7K+ 8.21% |
$583K - $683K
|
168K
$10.6M
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
12.7K+ 93.31% |
$581K - $681K
|
26.3K
$1.66M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
12.6K+ 9.74% |
$580K - $679K
|
142K
$8.99M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$572K - $670K
|
12.5K
$788K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.4K+ 14.96% |
$569K - $666K
|
95.3K
$6.02M
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
12.2K+ 12.17% |
$559K - $654K
|
112K
$7.09M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
12K+ 2.12% |
$552K - $647K
|
580K
$36.6M
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
11.6K+ 2.85% |
$530K - $620K
|
416K
$26.3M
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
11.5K+ 20.31% |
$528K - $618K
|
68.2K
$4.31M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11.5K+ 39.08% |
$528K - $618K
|
41K
$2.59M
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
11.5KNew |
$526K - $617K
|
11.5K
$725K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.4K+ 13.51% |
$522K - $612K
|
95.7K
$6.04M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
11.3K+ 18.8% |
$520K - $609K
|
71.7K
$4.53M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
11.3K+ 143.83% |
$517K - $605K
|
19.1K
$1.21M
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
11.2K+ 9.73% |
$514K - $602K
|
126K
$7.98M
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
11K+ 6.07% |
$506K - $593K
|
193K
$12.2M
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11K+ 5.02% |
$505K - $592K
|
231K
$14.6M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
10.6K+ 2.91% |
$487K - $571K
|
375K
$23.7M
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
10.2K+ 8.66% |
$466K - $546K
|
128K
$8.06M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
10.1K+ 33.75% |
$464K - $544K
|
40.1K
$2.53M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
9.37K+ 15.02% |
$429K - $503K
|
71.8K
$4.53M
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9.26K+ 12.82% |
$424K - $497K
|
81.5K
$5.14M
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
8.84K+ 4.31% |
$405K - $475K
|
214K
$13.5M
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8.63K+ 3.48% |
$395K - $463K
|
257K
$16.2M
|