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 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
735+ 1.22% |
$36.9K - $39K
|
61.2K
$3.77M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
710+ 7.28% |
$35.7K - $37.7K
|
10.5K
$644K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
673+ 0.52% |
$33.8K - $35.7K
|
131K
$8.06M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
665New |
$33.4K - $35.3K
|
665
$40.9K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
650+ 45.45% |
$32.6K - $34.5K
|
2.08K
$128K
|
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
639+ 0.36% |
$32.1K - $33.9K
|
179K
$11M
|
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
633+ 6.74% |
$31.8K - $33.6K
|
10K
$617K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
598+ 32.08% |
$30K - $31.8K
|
2.46K
$151K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
589+ 3.26% |
$29.6K - $31.3K
|
18.7K
$1.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
566+ 1.41% |
$28.4K - $30.1K
|
40.6K
$2.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
556+ 3.73% |
$27.9K - $29.5K
|
15.5K
$951K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
556+ 1.07% |
$27.9K - $29.5K
|
52.6K
$3.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
547+ 8.4% |
$27.5K - $29K
|
7.06K
$434K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
535+ 2.5% |
$26.9K - $28.4K
|
21.9K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
534+ 7.17% |
$26.8K - $28.4K
|
7.98K
$491K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
525+ 750.0% |
$26.4K - $27.9K
|
595
$36.6K
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
500+ 8.77% |
$25.1K - $26.6K
|
6.2K
$381K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
498+ 1.63% |
$25K - $26.4K
|
31.1K
$1.92M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
498+ 1.47% |
$25K - $26.4K
|
34.4K
$2.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
496New |
$24.9K - $26.3K
|
496
$30.5K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
489New |
$24.6K - $26K
|
489
$30.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
480+ 0.2% |
$24.1K - $25.5K
|
246K
$15.1M
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
479+ 4.17% |
$24.1K - $25.4K
|
12K
$736K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
476+ 24.09% |
$23.9K - $25.3K
|
2.45K
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
445+ 28.43% |
$22.4K - $23.6K
|
2.01K
$124K
|
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
402+ 2.83% |
$20.2K - $21.3K
|
14.6K
$900K
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
397+ 1.08% |
$19.9K - $21.1K
|
37.3K
$2.3M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
384+ 19.54% |
$19.3K - $20.4K
|
2.35K
$145K
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
369+ 0.79% |
$18.5K - $19.6K
|
47.3K
$2.91M
|
|
|
Oct 19, 2021
Q3 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
368+ 0.32% |
$18.5K - $19.5K
|
116K
$7.16M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
362+ 1.16% |
$18.2K - $19.2K
|
31.5K
$1.94M
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
360New |
$18.1K - $19.1K
|
360
$22.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
355+ 0.38% |
$17.8K - $18.9K
|
93.9K
$5.77M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
354+ 2.05% |
$17.8K - $18.8K
|
17.7K
$1.09M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
335+ 0.03% |
$16.8K - $17.8K
|
1.12M
$68.8M
|
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
322+ 0.82% |
$16.2K - $17.1K
|
39.4K
$2.42M
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
310New |
$15.6K - $16.5K
|
310
$19.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
306+ 3.94% |
$15.4K - $16.2K
|
8.08K
$497K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
288+ 8.28% |
$14.5K - $15.3K
|
3.77K
$232K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
288+ 8.28% |
$14.5K - $15.3K
|
3.77K
$232K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
284+ 1.29% |
$14.3K - $15.1K
|
22.3K
$1.37M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
273New |
$13.7K - $14.5K
|
273
$16.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
269+ 2.87% |
$13.5K - $14.3K
|
9.65K
$594K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
256+ 1.77% |
$12.9K - $13.6K
|
14.7K
$904K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
238New |
$12K - $12.6K
|
238
$14.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
234+ 0.7% |
$11.8K - $12.4K
|
33.7K
$2.07M
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
219+ 0.32% |
$11K - $11.6K
|
69.6K
$4.28M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
218+ 11.67% |
$11K - $11.6K
|
2.09K
$128K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
215+ 0.99% |
$10.8K - $11.4K
|
22K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
206+ 4.27% |
$10.3K - $10.9K
|
5.03K
$310K
|