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
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7.37K+ 19.63% |
$370K - $391K
|
44.9K
$2.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.31K+ 9.23% |
$367K - $388K
|
86.5K
$5.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7.19KNew |
$361K - $382K
|
7.19K
$442K
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
7.18K+ 18.11% |
$361K - $381K
|
46.8K
$2.88M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.11K+ 118.33% |
$357K - $377K
|
13.1K
$807K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
6.98K+ 9.96% |
$351K - $371K
|
77K
$4.74M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.98K+ 2.45% |
$350K - $370K
|
292K
$18M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.96K+ 3.86% |
$349K - $369K
|
187K
$11.5M
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
6.93KNew |
$348K - $368K
|
6.93K
$426K
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
6.9KNew |
$346K - $366K
|
6.9K
$424K
|
|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
6.84KNew |
$344K - $363K
|
6.84K
$421K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6.82K+ 5.94% |
$342K - $362K
|
122K
$7.47M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.72KNew |
$337K - $357K
|
6.72K
$413K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.62K+ 23.36% |
$333K - $352K
|
35K
$2.15M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.59K+ 69.92% |
$331K - $350K
|
16K
$985K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.45K+ 5.42% |
$324K - $343K
|
126K
$7.72M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.26K+ 125.12% |
$314K - $332K
|
11.3K
$692K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
6.16K+ 14.4% |
$309K - $327K
|
48.9K
$3.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
6.12KNew |
$307K - $325K
|
6.12K
$376K
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
6.11KNew |
$307K - $325K
|
6.11K
$376K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.05K+ 10.03% |
$304K - $321K
|
66.4K
$4.09M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.96K+ 5.75% |
$299K - $316K
|
110K
$6.74M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.93K+ 25.25% |
$298K - $315K
|
29.4K
$1.81M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
5.92K+ 2.31% |
$297K - $314K
|
262K
$16.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
5.81K+ 13.36% |
$292K - $309K
|
49.3K
$3.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Pacific Wealth Management
|
BUY
|
- |
5.74K+ 1.02% |
$288K - $305K
|
569K
$35M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$287K - $304K
|
5.72K
$352K
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.72KNew |
$287K - $304K
|
5.72K
$352K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.67K+ 2.07% |
$285K - $301K
|
280K
$17.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
5.66K+ 2.91% |
$284K - $301K
|
200K
$12.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5.57KNew |
$280K - $296K
|
5.57K
$343K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.54K+ 19.1% |
$278K - $294K
|
34.6K
$2.13M
|
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
5.49K+ 3.33% |
$276K - $292K
|
170K
$10.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.48K+ 2.4% |
$275K - $291K
|
234K
$14.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
5.3KNew |
$266K - $281K
|
5.3K
$326K
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
5.3K+ 36.4% |
$266K - $281K
|
19.9K
$1.22M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.3KNew |
$266K - $281K
|
5.3K
$326K
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
5.16K+ 3.65% |
$259K - $274K
|
146K
$9.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
5.09K+ 54.36% |
$255K - $270K
|
14.4K
$889K
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
5.04K+ 4.16% |
$253K - $267K
|
126K
$7.76M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
4.93K+ 5.14% |
$247K - $262K
|
101K
$6.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
4.86KNew |
$244K - $258K
|
4.86K
$299K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.83KNew |
$242K - $256K
|
4.83K
$297K
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.73KNew |
$238K - $251K
|
4.73K
$291K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.66K+ 25.06% |
$234K - $248K
|
23.3K
$1.43M
|
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
BUY
|
- |
4.58KNew |
$230K - $243K
|
4.58K
$282K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.57K+ 21.4% |
$230K - $243K
|
25.9K
$1.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
4.53KNew |
$228K - $241K
|
4.53K
$279K
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.52K+ 2.04% |
$227K - $240K
|
226K
$13.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4.36K+ 2.45% |
$219K - $231K
|
182K
$11.2M
|