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 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8.62K+ 59.4% |
$395K - $463K
|
23.1K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
8.57K+ 5.97% |
$393K - $460K
|
152K
$9.37M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8.32K+ 16.4% |
$381K - $447K
|
59K
$3.63M
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
8.23KNew |
$377K - $442K
|
8.23K
$507K
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
8.18K+ 19.17% |
$375K - $439K
|
50.8K
$3.13M
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.14K+ 1.81% |
$373K - $437K
|
457K
$28.1M
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
8.04K+ 3.95% |
$368K - $432K
|
212K
$13M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
8.01K+ 167.89% |
$367K - $430K
|
12.8K
$786K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.86K+ 11.21% |
$360K - $422K
|
77.9K
$4.8M
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
7.84K+ 1.51% |
$359K - $421K
|
528K
$32.5M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.84K+ 6.44% |
$359K - $421K
|
130K
$7.97M
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.84KNew |
$359K - $421K
|
7.84K
$482K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.76K+ 54.74% |
$356K - $417K
|
21.9K
$1.35M
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
7.7K+ 46.97% |
$353K - $414K
|
24.1K
$1.48M
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7.49K+ 2.58% |
$343K - $402K
|
297K
$18.3M
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.44K+ 12.22% |
$341K - $399K
|
68.3K
$4.2M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
7.19K+ 105.18% |
$330K - $386K
|
14K
$863K
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.13K+ 5.62% |
$327K - $383K
|
134K
$8.23M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.07K+ 43.94% |
$324K - $379K
|
23.1K
$1.42M
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
7.03KNew |
$322K - $377K
|
7.03K
$432K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.91K+ 4.8% |
$317K - $371K
|
151K
$9.29M
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
6.88KNew |
$315K - $369K
|
6.88K
$423K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.79KNew |
$311K - $365K
|
6.79K
$418K
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.73K+ 8.12% |
$308K - $361K
|
89.6K
$5.51M
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
6.71KNew |
$308K - $360K
|
6.71K
$413K
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
6.65K+ 2.5% |
$305K - $357K
|
273K
$16.8M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.21KNew |
$285K - $334K
|
6.21K
$382K
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
6.2KNew |
$284K - $333K
|
6.2K
$381K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.17K+ 7.7% |
$283K - $331K
|
86.3K
$5.31M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
6.11KNew |
$280K - $328K
|
6.11K
$376K
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.97K+ 11.49% |
$274K - $321K
|
57.9K
$3.56M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.95K+ 11.22% |
$273K - $320K
|
59K
$3.63M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.93K+ 8.23% |
$272K - $318K
|
77.9K
$4.79M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.93K+ 11.51% |
$272K - $318K
|
57.4K
$3.53M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.9KNew |
$270K - $317K
|
5.9K
$363K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.81K+ 5.51% |
$266K - $312K
|
111K
$6.85M
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
5.8KNew |
$266K - $312K
|
5.8K
$357K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
5.71K+ 8.37% |
$262K - $307K
|
74K
$4.55M
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5.62KNew |
$258K - $302K
|
5.62K
$346K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.43KNew |
$249K - $292K
|
5.43K
$334K
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5.25K+ 126.57% |
$241K - $282K
|
9.4K
$578K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.24K+ 60.35% |
$240K - $281K
|
13.9K
$856K
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
5.2K+ 1.79% |
$239K - $279K
|
295K
$18.2M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.1KNew |
$234K - $274K
|
5.1K
$314K
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5.07K+ 86.09% |
$233K - $272K
|
11K
$675K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
5.01K+ 45.55% |
$230K - $269K
|
16K
$985K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5K+ 26.98% |
$229K - $268K
|
23.5K
$1.45M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
4.92KNew |
$226K - $264K
|
4.92K
$303K
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.85KNew |
$222K - $260K
|
4.85K
$298K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.84KNew |
$222K - $260K
|
4.84K
$297K
|