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 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
4.33KNew |
$217K - $230K
|
4.33K
$266K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.29K+ 4.03% |
$215K - $228K
|
111K
$6.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
4.25K+ 5.11% |
$213K - $226K
|
87.4K
$5.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.25KNew |
$213K - $226K
|
4.25K
$261K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
4.17K+ 5.94% |
$210K - $221K
|
74.4K
$4.58M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
4.16KNew |
$209K - $221K
|
4.16K
$256K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.15K+ 9.08% |
$208K - $220K
|
49.8K
$3.06M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.13K+ 1886.3% |
$208K - $219K
|
4.35K
$268K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.1K+ 2.89% |
$206K - $218K
|
146K
$8.98M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.09KNew |
$205K - $217K
|
4.09K
$252K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.76K+ 4.02% |
$189K - $199K
|
97.1K
$5.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.72K+ 5.41% |
$187K - $197K
|
72.4K
$4.46M
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.66K+ 8.29% |
$184K - $194K
|
47.8K
$2.94M
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.58K+ 7.45% |
$180K - $190K
|
51.6K
$3.17M
|
|
|
Nov 04, 2021
Q3 2021
|
Arch Capital Group Ltd.
|
BUY
|
- |
3.33K+ 0.34% |
$167K - $177K
|
973K
$59.8M
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.31K+ 4.1% |
$166K - $176K
|
83.9K
$5.16M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.28K+ 18.13% |
$165K - $174K
|
21.3K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.17K+ 6.1% |
$159K - $168K
|
55.1K
$3.39M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.14K+ 14.38% |
$158K - $167K
|
25K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.08K+ 3.72% |
$155K - $163K
|
85.9K
$5.28M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
3KNew |
$151K - $159K
|
3K
$185K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.99K+ 11.01% |
$150K - $159K
|
30.1K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.92K+ 2.58% |
$147K - $155K
|
116K
$7.14M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
2.9K+ 27.75% |
$146K - $154K
|
13.4K
$821K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.89K+ 8.37% |
$145K - $153K
|
37.4K
$2.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
2.79K+ 1.14% |
$140K - $148K
|
247K
$15.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.78K+ 5.18% |
$139K - $147K
|
56.4K
$3.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.69K+ 3.86% |
$135K - $143K
|
72.4K
$4.45M
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
2.68K+ 1.76% |
$135K - $142K
|
155K
$9.55M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.59K+ 61.97% |
$130K - $138K
|
6.77K
$417K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
2.51K+ 3.07% |
$126K - $133K
|
84.2K
$5.18M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.5K+ 5.41% |
$126K - $133K
|
48.7K
$3M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
2.46K+ 702.0% |
$123K - $130K
|
2.81K
$173K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.39K+ 11.33% |
$120K - $127K
|
23.5K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2.34K+ 52.82% |
$117K - $124K
|
6.77K
$416K
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.28K+ 3.55% |
$115K - $121K
|
66.5K
$4.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
2.21K+ 5.29% |
$111K - $117K
|
44K
$2.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.21K+ 1212.09% |
$111K - $117K
|
2.39K
$147K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
2.2K+ 52.24% |
$111K - $117K
|
6.41K
$394K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
2.19K+ 14.32% |
$110K - $116K
|
17.5K
$1.08M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.19K+ 58.5% |
$110K - $116K
|
5.92K
$364K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.15K+ 5.64% |
$108K - $114K
|
40.2K
$2.47M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 17.83% |
$105K - $111K
|
13.8K
$851K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.09K+ 4.1% |
$105K - $111K
|
53.1K
$3.27M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.08K+ 2.73% |
$104K - $110K
|
78.3K
$4.81M
|
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.03K+ 1.37% |
$102K - $108K
|
150K
$9.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.97K+ 4.2% |
$99K - $105K
|
48.8K
$3.01M
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
1.97K+ 28.84% |
$98.9K - $105K
|
8.8K
$541K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.94K+ 5.13% |
$97.2K - $103K
|
39.6K
$2.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.89K+ 0.98% |
$94.9K - $100K
|
194K
$11.9M
|