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 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
24+ 0.13% |
$1.1K - $1.29K
|
18K
$1.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
20+ 2.48% |
$917 - $1.07K
|
828
$50.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
16+ 0.17% |
$733 - $859
|
9.61K
$591K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13+ 0.01% |
$596 - $698
|
140K
$8.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
12+ 0.47% |
$550 - $644
|
2.57K
$158K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
12+ 0.48% |
$550 - $644
|
2.52K
$155K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
12+ 0.84% |
$550 - $644
|
1.44K
$88.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
12+ 0.16% |
$550 - $644
|
7.49K
$461K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
10+ 0.11% |
$458 - $537
|
8.73K
$537K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.12% |
$458 - $537
|
8.05K
$495K
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10+ 0.17% |
$458 - $537
|
5.99K
$368K
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10+ 0.16% |
$458 - $537
|
6.34K
$390K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
9+ 0.52% |
$413 - $483
|
1.74K
$107K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 0.42% |
$413 - $483
|
2.14K
$132K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7+ 0.14% |
$321 - $376
|
5.19K
$319K
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7+ 0.01% |
$321 - $376
|
64.4K
$3.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
6+ 0.07% |
$275 - $322
|
9.22K
$567K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6+ 0.01% |
$275 - $322
|
45.5K
$2.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$229 - $268
|
6.04K
$372K
|
|
|
Aug 11, 2022
Q2 2022
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.05% |
$183 - $215
|
8.34K
$513K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4New |
$183 - $215
|
4
$246
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.04% |
$138 - $161
|
7.07K
$435K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.28% |
$138 - $161
|
1.09K
$67K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3+ 0.02% |
$138 - $161
|
17.2K
$1.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.4% |
$138 - $161
|
744
$45.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.53% |
$91.7 - $107
|
381
$23.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.02% |
$91.7 - $107
|
8.21K
$505K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$45.8 - $53.7
|
20.9K
$1.29M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.94% |
$45.8 - $53.7
|
107
$6.58K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.07% |
$45.8 - $53.7
|
1.49K
$91.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1+ 0.01% |
$45.8 - $53.7
|
7.08K
$435K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$45.8 - $53.7
|
460
$28.3K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- 0.01% |
$45.8 - $53.7
|
7.33K
$451K
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-4- 0.03% |
$183 - $215
|
11.5K
$710K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-6- 6.06% |
$275 - $322
|
93
$5.72K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-7- 4.61% |
$321 - $376
|
145
$8.92K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13- 1.39% |
$596 - $698
|
924
$56.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-16- 0.18% |
$733 - $859
|
8.82K
$542K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-17- 2.26% |
$779 - $913
|
736
$45.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-20- 0.43% |
$917 - $1.07K
|
4.61K
$284K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-27- 0.15% |
$1.24K - $1.45K
|
17.7K
$1.09M
|
|
|
Jul 27, 2022
Q2 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-33- 0.49% |
$1.51K - $1.77K
|
6.7K
$412K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-35- 0.09% |
$1.6K - $1.88K
|
38.3K
$2.36M
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-43- 0.68% |
$1.97K - $2.31K
|
6.32K
$389K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-50Closed |
$2.29K - $2.68K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
SELL
|
- |
-55- 0.43% |
$2.52K - $2.95K
|
12.8K
$786K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-57- 5.51% |
$2.61K - $3.06K
|
977
$60.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-60- 0.33% |
$2.75K - $3.22K
|
17.9K
$1.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-60- 1.0% |
$2.75K - $3.22K
|
5.96K
$367K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-69- 0.23% |
$3.16K - $3.7K
|
30.4K
$1.87M
|