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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
756New |
$34.7K - $40.6K
|
756
$46.5K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
700+ 3.81% |
$32.1K - $37.6K
|
19.1K
$1.17M
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
696+ 2.43% |
$31.9K - $37.4K
|
29.3K
$1.8M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
672+ 0.91% |
$30.8K - $36.1K
|
74.5K
$4.58M
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
665+ 1.77% |
$30.5K - $35.7K
|
38.2K
$2.35M
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
663+ 2.79% |
$30.4K - $35.6K
|
24.5K
$1.5M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
635+ 44.37% |
$29.1K - $34.1K
|
2.07K
$127K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
634+ 1.09% |
$29.1K - $34K
|
58.9K
$3.62M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
616+ 1.23% |
$28.2K - $33.1K
|
50.8K
$3.12M
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
604+ 21.77% |
$27.7K - $32.4K
|
3.38K
$208K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
600+ 2.85% |
$27.5K - $32.2K
|
21.7K
$1.33M
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
588New |
$27K - $31.6K
|
588
$36.2K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
568+ 767.57% |
$26K - $30.5K
|
642
$39.5K
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
556+ 0.89% |
$25.5K - $29.9K
|
63.2K
$3.89M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
553+ 36.84% |
$25.3K - $29.7K
|
2.05K
$126K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
543+ 952.63% |
$24.9K - $29.2K
|
600
$36.9K
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
517+ 2.72% |
$23.7K - $27.8K
|
19.5K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
512+ 21.5% |
$23.5K - $27.5K
|
2.89K
$178K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
511+ 0.78% |
$23.4K - $27.4K
|
66.4K
$4.08M
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
505+ 1.56% |
$23.1K - $27.1K
|
32.9K
$2.03M
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
501+ 4.34% |
$23K - $26.9K
|
12.1K
$742K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
490+ 4.61% |
$22.5K - $26.3K
|
11.1K
$684K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
481New |
$22K - $25.8K
|
481
$29.6K
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
480+ 9.16% |
$22K - $25.8K
|
5.72K
$352K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
469+ 16.56% |
$21.5K - $25.2K
|
3.3K
$203K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
459+ 1.45% |
$21K - $24.6K
|
32.1K
$1.98M
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
457+ 5.25% |
$20.9K - $24.5K
|
9.17K
$564K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
452+ 0.54% |
$20.7K - $24.3K
|
84.3K
$5.19M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
420+ 9.23% |
$19.3K - $22.5K
|
4.97K
$306K
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
415+ 7.99% |
$19K - $22.3K
|
5.61K
$345K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
401+ 4.78% |
$18.4K - $21.5K
|
8.79K
$540K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
400+ 7.11% |
$18.3K - $21.5K
|
6.03K
$371K
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
375+ 4.72% |
$17.2K - $20.1K
|
8.31K
$511K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
375+ 0.22% |
$17.2K - $20.1K
|
168K
$10.3M
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
356+ 0.9% |
$16.3K - $19.1K
|
39.8K
$2.45M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
351+ 7.72% |
$16.1K - $18.8K
|
4.9K
$301K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
344+ 1.92% |
$15.8K - $18.5K
|
18.2K
$1.12M
|
|
Aug 12, 2022
Q2 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
338+ 2.18% |
$15.5K - $18.1K
|
15.8K
$973K
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
334+ 1.57% |
$15.3K - $17.9K
|
21.6K
$1.33M
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
333+ 0.87% |
$15.3K - $17.9K
|
38.8K
$2.39M
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
329+ 2.41% |
$15.1K - $17.7K
|
14K
$860K
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
325+ 3.47% |
$14.9K - $17.4K
|
9.68K
$595K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
323+ 5.81% |
$14.8K - $17.3K
|
5.88K
$362K
|
|
Aug 09, 2022
Q2 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
312+ 0.17% |
$14.3K - $16.8K
|
188K
$11.6M
|
|
Jul 27, 2022
Q2 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
311+ 4.99% |
$14.3K - $16.7K
|
6.55K
$403K
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
306+ 2.17% |
$14K - $16.4K
|
14.4K
$887K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
298New |
$13.7K - $16K
|
298
$18.3K
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
295+ 0.16% |
$13.5K - $15.8K
|
185K
$11.4M
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
282+ 0.43% |
$12.9K - $15.1K
|
65.3K
$4.02M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
267+ 1.82% |
$12.2K - $14.3K
|
14.9K
$917K
|