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 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-784- 6.09% |
$39.4K - $41.6K
|
12.1K
$744K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-814Closed |
$40.9K - $43.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-816- 2.69% |
$41K - $43.3K
|
29.5K
$1.82M
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-821- 2.37% |
$41.2K - $43.6K
|
33.9K
$2.09M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-833- 91.14% |
$41.8K - $44.2K
|
81
$4.98K
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-850- 7.3% |
$42.7K - $45.1K
|
10.8K
$664K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-900Closed |
$45.2K - $47.8K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-900- 86.54% |
$45.2K - $47.8K
|
140
$8.61K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-953- 1.7% |
$47.9K - $50.6K
|
55K
$3.38M
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-957- 11.12% |
$48.1K - $50.8K
|
7.65K
$471K
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-977- 13.71% |
$49.1K - $51.9K
|
6.15K
$378K
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-984- 0.65% |
$49.4K - $52.3K
|
151K
$9.29M
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-997- 0.26% |
$50.1K - $52.9K
|
380K
$23.4M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.02K- 4.1% |
$51.3K - $54.3K
|
23.9K
$1.47M
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.03KClosed |
$51.6K - $54.6K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.05K- 11.65% |
$52.7K - $55.8K
|
7.96K
$490K
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.1K- 10.52% |
$55K - $58.1K
|
9.32K
$573K
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
SELL
|
- |
-1.15K- 14.42% |
$57.9K - $61.2K
|
6.84K
$421K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.16KClosed |
$58.3K - $61.6K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.18K- 9.62% |
$59.1K - $62.4K
|
11.1K
$680K
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.25K- 4.5% |
$62.6K - $66.2K
|
26.4K
$1.63M
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-1.28K- 0.51% |
$64.1K - $67.8K
|
249K
$15.3M
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.28K- 3.15% |
$64.4K - $68.1K
|
39.4K
$2.42M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3K- 28.3% |
$65.2K - $69K
|
3.29K
$202K
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.33K- 2.36% |
$66.6K - $70.4K
|
54.8K
$3.37M
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.39K- 2.66% |
$69.6K - $73.6K
|
50.7K
$3.12M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.45K- 10.98% |
$72.6K - $76.8K
|
11.7K
$721K
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.47K- 14.95% |
$74K - $78.2K
|
8.38K
$516K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.49K- 5.16% |
$75K - $79.3K
|
27.5K
$1.69M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.53KClosed |
$76.6K - $81K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-1.6KClosed |
$80.2K - $84.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.62K- 4.07% |
$81.2K - $85.8K
|
38.1K
$2.34M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.62K- 7.6% |
$81.3K - $86K
|
19.7K
$1.21M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.74K- 9.67% |
$87.6K - $92.6K
|
16.3K
$1M
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.76K- 14.26% |
$88.3K - $93.3K
|
10.6K
$650K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.84K- 3.1% |
$92.5K - $97.8K
|
57.6K
$3.54M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.91K- 35.32% |
$95.7K - $101K
|
3.49K
$215K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.93K- 23.65% |
$97.1K - $103K
|
6.24K
$384K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.96K- 8.43% |
$98.4K - $104K
|
21.3K
$1.31M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.97K- 0.84% |
$99.1K - $105K
|
232K
$14.2M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-1.98K- 0.83% |
$99.5K - $105K
|
236K
$14.5M
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.12K- 7.46% |
$107K - $113K
|
26.3K
$1.62M
|
|
Nov 12, 2021
Q3 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-2.22K- 4.47% |
$111K - $118K
|
47.4K
$2.92M
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 5.06% |
$115K - $121K
|
42.9K
$2.64M
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.36K- 32.21% |
$119K - $125K
|
4.97K
$306K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.39KClosed |
$120K - $127K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 2.32% |
$122K - $129K
|
102K
$6.28M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-2.5K- 9.73% |
$126K - $133K
|
23.2K
$1.43M
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.59K- 22.35% |
$130K - $138K
|
9K
$554K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.69K- 31.78% |
$135K - $143K
|
5.78K
$356K
|