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 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16.5K+ 40.84% |
$831K - $879K
|
57.1K
$3.51M
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
15.7KNew |
$788K - $833K
|
15.7K
$965K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.7K+ 14.96% |
$786K - $831K
|
120K
$7.4M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
15.2K+ 18.82% |
$762K - $805K
|
95.7K
$5.89M
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
14.8K+ 45.51% |
$741K - $784K
|
47.2K
$2.9M
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.7K+ 69.34% |
$738K - $781K
|
35.9K
$2.21M
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
BUY
|
- |
14.7K+ 11.32% |
$738K - $781K
|
145K
$8.9M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.4K+ 16.89% |
$722K - $763K
|
99.5K
$6.12M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.4K+ 16.89% |
$722K - $763K
|
99.5K
$6.12M
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
14.3K+ 4.83% |
$716K - $757K
|
310K
$19M
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
13.4K+ 55.01% |
$675K - $714K
|
37.9K
$2.33M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
13K+ 13.42% |
$653K - $691K
|
110K
$6.77M
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.5K+ 55.46% |
$629K - $665K
|
35.1K
$2.16M
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
12.5K+ 17.52% |
$629K - $665K
|
84K
$5.16M
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
12.4K+ 3.03% |
$624K - $659K
|
422K
$26M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.3K+ 2.8% |
$620K - $656K
|
454K
$27.9M
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12.2K+ 5.19% |
$615K - $650K
|
248K
$15.3M
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
12.2K+ 1.67% |
$614K - $649K
|
742K
$45.7M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
12K+ 113.42% |
$602K - $636K
|
22.5K
$1.39M
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
11.6K+ 20.67% |
$583K - $616K
|
67.7K
$4.17M
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
11.3K+ 6.86% |
$567K - $599K
|
176K
$10.8M
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
11.2K+ 2.63% |
$562K - $594K
|
436K
$26.8M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11KNew |
$555K - $586K
|
11K
$679K
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11KNew |
$553K - $584K
|
11K
$677K
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10.9K+ 151.68% |
$547K - $578K
|
18.1K
$1.11M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
10.8KNew |
$543K - $574K
|
10.8K
$665K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.7K+ 21.6% |
$540K - $571K
|
60.5K
$3.72M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.6K+ 8.16% |
$535K - $565K
|
141K
$8.68M
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
10.4KNew |
$523K - $553K
|
10.4K
$641K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.3K+ 3.82% |
$516K - $545K
|
279K
$17.2M
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
10.2K+ 4.38% |
$511K - $540K
|
242K
$14.9M
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
10.1K+ 3.98% |
$505K - $534K
|
262K
$16.1M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.77K+ 18.9% |
$491K - $519K
|
61.5K
$3.78M
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
9.57KNew |
$481K - $508K
|
9.57K
$589K
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
9.21K+ 1.74% |
$463K - $489K
|
538K
$33.1M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.2K+ 7.22% |
$462K - $488K
|
137K
$8.4M
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
8.92K+ 8.68% |
$448K - $474K
|
112K
$6.87M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.71KNew |
$438K - $463K
|
8.71K
$536K
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
8.41K+ 1894.59% |
$423K - $447K
|
8.86K
$545K
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
8.12KNew |
$408K - $431K
|
8.12K
$499K
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
BUY
|
- |
8.12KNew |
$408K - $431K
|
8.12K
$499K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
8.11K+ 4.27% |
$407K - $430K
|
198K
$12.2M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.94KNew |
$399K - $422K
|
7.94K
$488K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.93K+ 20.05% |
$398K - $421K
|
47.5K
$2.92M
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
7.89K+ 2.33% |
$396K - $419K
|
346K
$21.3M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.88K+ 3.02% |
$396K - $419K
|
269K
$16.6M
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7.77K+ 0.9% |
$390K - $413K
|
869K
$53.5M
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.64KNew |
$384K - $406K
|
7.64K
$470K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.55K+ 27.54% |
$379K - $401K
|
35K
$2.15M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.47K+ 21.81% |
$375K - $397K
|
41.7K
$2.57M
|