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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.9K- 1.9% |
$700K - $740K
|
720K
$44.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14KClosed |
$703K - $743K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.3K- 19.33% |
$717K - $758K
|
59.6K
$3.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.9K- 26.3% |
$748K - $791K
|
41.7K
$2.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-17.6KClosed |
$884K - $935K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-18.2KClosed |
$912K - $964K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-18.3KClosed |
$917K - $969K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-23.1K- 21.28% |
$1.16M - $1.23M
|
85.6K
$5.26M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-23.9K- 6.06% |
$1.2M - $1.27M
|
370K
$22.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-24.1K- 19.68% |
$1.21M - $1.28M
|
98.2K
$6.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-25.3K- 52.03% |
$1.27M - $1.34M
|
23.3K
$1.43M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-35.9K- 89.63% |
$1.8M - $1.91M
|
4.15K
$255K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-37.5K- 9.66% |
$1.88M - $1.99M
|
351K
$21.6M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42.6K- 58.65% |
$2.14M - $2.26M
|
30K
$1.85M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-45.5K- 8.93% |
$2.29M - $2.42M
|
464K
$28.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-49.3KClosed |
$2.48M - $2.62M
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-49.8K- 57.5% |
$2.5M - $2.64M
|
36.8K
$2.26M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-53.2K- 32.89% |
$2.67M - $2.82M
|
109K
$6.68M
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-58.1K- 41.81% |
$2.92M - $3.09M
|
80.9K
$4.97M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-58.9K- 55.83% |
$2.96M - $3.13M
|
46.6K
$2.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-63.5K- 26.07% |
$3.19M - $3.37M
|
180K
$11.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-64.6KClosed |
$3.25M - $3.43M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-69.6KClosed |
$3.49M - $3.69M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-74.3K- 94.99% |
$3.73M - $3.95M
|
3.92K
$241K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-81.6K- 10.76% |
$4.1M - $4.34M
|
677K
$41.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-112K- 73.35% |
$5.65M - $5.97M
|
40.8K
$2.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-113K- 11.48% |
$5.65M - $5.98M
|
868K
$53.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-122K- 49.19% |
$6.12M - $6.47M
|
126K
$7.75M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-167K- 0.5% |
$8.39M - $8.86M
|
33.1M
$2.04B
|
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-169K- 30.16% |
$8.49M - $8.98M
|
391K
$24.1M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-188KClosed |
$9.42M - $9.96M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-199KClosed |
$9.99M - $10.6M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-206K- 11.11% |
$10.4M - $11M
|
1.65M
$102M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-209KClosed |
$10.5M - $11.1M
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-337KClosed |
$16.9M - $17.9M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-381K- 10.16% |
$19.1M - $20.2M
|
3.37M
$207M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-718K- 90.95% |
$36.1M - $38.1M
|
71.5K
$4.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-859KClosed |
$43.1M - $45.6M
|
0
$0
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.17M- 37.86% |
$58.8M - $62.2M
|
1.92M
$118M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-1.17M- 37.86% |
$58.8M - $62.2M
|
1.92M
$118M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.73M- 51.59% |
$237M - $251M
|
4.44M
$273M
|
|
|
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.62M- 97.89% |
$433M - $458M
|
186K
$11.4M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-28.8M- 98.1% |
$1.45B - $1.53B
|
559K
$34.4M
|