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 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 26.97% |
$90.3K - $95.4K
|
8.46K
$521K
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
1.75K+ 20.02% |
$87.9K - $92.9K
|
10.5K
$645K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 17.73% |
$87K - $92K
|
11.5K
$708K
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.66K+ 15.92% |
$83.2K - $87.9K
|
12.1K
$742K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.65K+ 11.21% |
$82.6K - $87.3K
|
16.3K
$1M
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.59K+ 2.59% |
$79.7K - $84.2K
|
62.8K
$3.86M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.55K+ 4.09% |
$78K - $82.5K
|
39.5K
$2.43M
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.49K+ 73.41% |
$74.6K - $78.9K
|
3.51K
$216K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.41K+ 9.72% |
$71K - $75K
|
16K
$981K
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
1.41K+ 5.03% |
$70.8K - $74.9K
|
29.5K
$1.81M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.41KNew |
$70.6K - $74.7K
|
1.41K
$86.5K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.37K+ 1.51% |
$68.9K - $72.9K
|
92K
$5.66M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.3K+ 3.41% |
$65.3K - $69K
|
39.4K
$2.42M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.23K+ 20.54% |
$61.5K - $65K
|
7.19K
$442K
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.22K+ 2.0% |
$61K - $64.5K
|
62K
$3.81M
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.21K+ 0.68% |
$60.7K - $64.2K
|
178K
$11M
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
1.2KNew |
$60.3K - $63.7K
|
1.2K
$73.8K
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
BUY
|
- |
1.16K+ 1.91% |
$58.3K - $61.6K
|
61.8K
$3.8M
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
1.11K+ 10.01% |
$55.6K - $58.7K
|
12.2K
$748K
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.11K+ 19.99% |
$55.5K - $58.7K
|
6.63K
$408K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.1K+ 19.97% |
$55.5K - $58.6K
|
6.63K
$408K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.09K+ 7.0% |
$54.8K - $57.9K
|
16.7K
$1.03M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.09K+ 4.72% |
$54.8K - $57.9K
|
24.2K
$1.49M
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.09K+ 4.72% |
$54.8K - $57.9K
|
24.2K
$1.49M
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.08KNew |
$54K - $57.1K
|
1.08K
$66.2K
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.07K+ 4.6% |
$53.6K - $56.7K
|
24.3K
$1.49M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.06K+ 1019.23% |
$53.2K - $56.3K
|
1.16K
$71.6K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.05K+ 6.69% |
$52.6K - $55.6K
|
16.7K
$1.03M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 1.5% |
$52.4K - $55.4K
|
70.4K
$4.33M
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
1K+ 9.84% |
$50.2K - $53.1K
|
11.2K
$687K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
999+ 3.75% |
$50.2K - $53K
|
27.7K
$1.7M
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
996New |
$50K - $52.9K
|
996
$61.3K
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
985+ 14.61% |
$49.5K - $52.3K
|
7.73K
$475K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
979+ 15.07% |
$49.2K - $52K
|
7.48K
$460K
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
978+ 4.86% |
$49.1K - $51.9K
|
21.1K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
965New |
$48.5K - $51.2K
|
965
$59.4K
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
951+ 1.46% |
$47.8K - $50.5K
|
66.2K
$4.07M
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
946+ 3.08% |
$47.5K - $50.2K
|
31.7K
$1.95M
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
945+ 5.13% |
$47.5K - $50.2K
|
19.4K
$1.19M
|
|
Oct 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
887+ 5.26% |
$44.6K - $47.1K
|
17.7K
$1.09M
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
840+ 2.68% |
$42.2K - $44.6K
|
32.2K
$1.98M
|
|
Nov 08, 2021
Q3 2021
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
825+ 15.88% |
$41.4K - $43.8K
|
6.02K
$370K
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
824+ 3.02% |
$41.4K - $43.8K
|
28.1K
$1.73M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
821+ 10.27% |
$41.2K - $43.6K
|
8.81K
$542K
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
816+ 3.52% |
$41K - $43.3K
|
24K
$1.48M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
785+ 6.49% |
$39.4K - $41.7K
|
12.9K
$792K
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
775+ 1.45% |
$38.9K - $41.2K
|
54.2K
$3.33M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
770+ 5.33% |
$38.7K - $40.9K
|
15.2K
$936K
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
755+ 7.11% |
$37.9K - $40.1K
|
11.4K
$700K
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
750New |
$37.7K - $39.8K
|
750
$46.1K
|