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 |
---|---|---|---|---|---|---|---|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.77K- 2.15% |
$139K - $147K
|
126K
$7.75M
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.85K- 9.74% |
$143K - $151K
|
26.4K
$1.62M
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.87K- 5.13% |
$144K - $152K
|
53K
$3.26M
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.99K- 12.18% |
$150K - $159K
|
21.6K
$1.33M
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3K- 3.94% |
$151K - $159K
|
73.2K
$4.5M
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3.02K- 32.24% |
$152K - $160K
|
6.34K
$390K
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-3.1K- 4.11% |
$156K - $165K
|
72.4K
$4.45M
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3.28K- 4.42% |
$165K - $174K
|
70.9K
$4.36M
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.3K- 5.26% |
$166K - $175K
|
59.4K
$3.66M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.54K- 3.3% |
$178K - $188K
|
104K
$6.37M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-3.63K- 1.35% |
$182K - $193K
|
265K
$16.3M
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.64K- 54.83% |
$183K - $193K
|
3K
$185K
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.89K- 35.31% |
$195K - $206K
|
7.12K
$438K
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.89K- 45.55% |
$196K - $207K
|
4.65K
$286K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.18KClosed |
$210K - $222K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.48KClosed |
$225K - $238K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-4.54K- 12.74% |
$228K - $241K
|
31.1K
$1.91M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.03K- 31.57% |
$253K - $267K
|
10.9K
$671K
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-5.04K- 4.2% |
$253K - $268K
|
115K
$7.07M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.1K- 4.06% |
$256K - $271K
|
121K
$7.42M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-5.22K- 53.65% |
$262K - $277K
|
4.51K
$277K
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-5.22K- 5.16% |
$262K - $277K
|
96K
$5.91M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5.44K- 6.35% |
$273K - $289K
|
80.2K
$4.94M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-5.56K- 1.2% |
$279K - $295K
|
457K
$28.1M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.6KClosed |
$281K - $297K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-5.69KClosed |
$286K - $302K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.72K- 27.88% |
$287K - $304K
|
14.8K
$910K
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.2KClosed |
$311K - $329K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.28K- 6.1% |
$316K - $334K
|
96.7K
$5.95M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-6.45KClosed |
$324K - $343K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-6.57KClosed |
$330K - $349K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-7.11K- 3.17% |
$357K - $377K
|
217K
$13.4M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-7.35KClosed |
$369K - $390K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-7.44KClosed |
$374K - $395K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-7.64K- 34.18% |
$384K - $406K
|
14.7K
$905K
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-7.74K- 35.78% |
$389K - $411K
|
13.9K
$855K
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-8.28K- 35.38% |
$416K - $440K
|
15.1K
$931K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8.49K- 83.41% |
$427K - $451K
|
1.69K
$104K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-8.81K- 13.34% |
$443K - $468K
|
57.2K
$3.52M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-9.14K- 95.37% |
$459K - $485K
|
444
$27.3K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-9.27K- 46.25% |
$466K - $492K
|
10.8K
$663K
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-9.5K- 43.24% |
$477K - $504K
|
12.5K
$767K
|
|
Oct 12, 2021
Q3 2021
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-9.63K- 43.24% |
$483K - $511K
|
12.6K
$777K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.4K- 27.11% |
$522K - $552K
|
28K
$1.72M
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-10.4K- 13.09% |
$524K - $554K
|
69.3K
$4.26M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-10.7KClosed |
$537K - $568K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-11K- 31.21% |
$553K - $584K
|
24.2K
$1.49M
|
|
Oct 13, 2021
Q3 2021
|
Wela Strategies, Inc.
|
SELL
|
- |
-12.1K- 11.96% |
$610K - $645K
|
89.4K
$5.5M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-12.5K- 44.01% |
$629K - $665K
|
15.9K
$980K
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
SELL
|
- |
-13.9K- 63.19% |
$699K - $738K
|
8.1K
$498K
|