Purchases and Sales Made in Q3 2021 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.5MNew |
$780M - $825M
|
15.5M
$980M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
8.63M+ 4801.8% |
$433M - $458M
|
8.81M
$556M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.73MNew |
$237M - $251M
|
4.73M
$298M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81MNew |
$90.8M - $95.9M
|
1.81M
$114M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
886K+ 58.91% |
$44.5M - $47M
|
2.39M
$151M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
849K+ 13.54% |
$42.7M - $45.1M
|
7.12M
$449M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
653K+ 10.23% |
$32.8M - $34.6M
|
7.03M
$444M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
402K+ 7.41% |
$20.2M - $21.3M
|
5.82M
$368M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
382K+ 6.79% |
$19.2M - $20.3M
|
6M
$379M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
366K+ 12.21% |
$18.4M - $19.4M
|
3.36M
$212M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
258KNew |
$12.9M - $13.7M
|
258K
$16.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
253KNew |
$12.7M - $13.4M
|
253K
$16M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
250K+ 10.57% |
$12.6M - $13.3M
|
2.62M
$165M
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
250K+ 0.0% |
$12.6M - $13.3M
|
250K
$15.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
245K+ 100.71% |
$12.3M - $13M
|
488K
$30.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
236K+ 1352.55% |
$11.9M - $12.5M
|
253K
$16M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
202K+ 57.39% |
$10.1M - $10.7M
|
554K
$34.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
195KNew |
$9.79M - $10.3M
|
195K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
151K+ 14.81% |
$7.6M - $8.03M
|
1.17M
$74M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
150K+ 9.52% |
$7.56M - $7.99M
|
1.73M
$109M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
150K+ 3.04% |
$7.55M - $7.98M
|
5.09M
$321M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 1.0% |
$7.51M - $7.94M
|
15.1M
$953M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
147K+ 9.1% |
$7.37M - $7.8M
|
1.76M
$111M
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
118KNew |
$5.92M - $6.26M
|
118K
$7.44M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
115KNew |
$5.76M - $6.09M
|
115K
$7.24M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
110K+ 323.88% |
$5.53M - $5.85M
|
144K
$9.09M
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
108K+ 11.17% |
$5.44M - $5.75M
|
1.08M
$67.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
98.4K+ 23.88% |
$4.94M - $5.22M
|
510K
$32.2M
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
94.1K+ 25.62% |
$4.73M - $5M
|
461K
$29.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.1K+ 1.82% |
$3.77M - $3.99M
|
4.21M
$265M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
74.1K+ 1890.25% |
$3.72M - $3.93M
|
78K
$4.92M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
72.4K+ 15.31% |
$3.64M - $3.85M
|
545K
$34.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.8K+ 12.06% |
$3.55M - $3.76M
|
657K
$41.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
69.8K+ 96.47% |
$3.5M - $3.7M
|
142K
$8.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
68.1K+ 287.18% |
$3.42M - $3.62M
|
91.8K
$5.79M
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
67K+ 67.44% |
$3.37M - $3.56M
|
166K
$10.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
65.8K+ 50.65% |
$3.3M - $3.49M
|
196K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
65.3K+ 107.15% |
$3.28M - $3.46M
|
126K
$7.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
64.4KNew |
$3.24M - $3.42M
|
64.4K
$4.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
63.1K+ 1.54% |
$3.17M - $3.35M
|
4.16M
$263M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
62.1K+ 133.32% |
$3.12M - $3.3M
|
109K
$6.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
61.8K+ 21.53% |
$3.1M - $3.28M
|
349K
$22M
|
|
|
Oct 21, 2021
Q3 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
61.7K+ 7.96% |
$3.1M - $3.28M
|
837K
$52.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
59.6K+ 1425.08% |
$2.99M - $3.17M
|
63.8K
$4.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58.9K+ 0.72% |
$2.96M - $3.13M
|
8.25M
$521M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
55.5K+ 476.68% |
$2.79M - $2.95M
|
67.1K
$4.24M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
55.4K+ 8.64% |
$2.79M - $2.94M
|
697K
$44M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
55K+ 21.05% |
$2.76M - $2.92M
|
316K
$20M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
53.3K+ 8.9% |
$2.68M - $2.83M
|
653K
$41.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.5K+ 6.69% |
$2.64M - $2.79M
|
838K
$52.9M
|