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 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
205New |
$10.3K - $10.9K
|
205
$12.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
203+ 2.86% |
$10.2K - $10.8K
|
7.3K
$449K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
188+ 0.28% |
$9.44K - $9.98K
|
68K
$4.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
179+ 0.45% |
$8.99K - $9.5K
|
39.6K
$2.44M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
143+ 1.44% |
$7.18K - $7.59K
|
10.1K
$620K
|
|
|
Oct 13, 2021
Q3 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
140+ 0.75% |
$7.03K - $7.43K
|
18.7K
$1.15M
|
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
130+ 1.83% |
$6.53K - $6.9K
|
7.25K
$446K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
127+ 0.75% |
$6.38K - $6.74K
|
17K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
125New |
$6.28K - $6.64K
|
125
$7.69K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100+ 4.94% |
$5.02K - $5.31K
|
2.13K
$131K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
95+ 395.83% |
$4.77K - $5.04K
|
119
$7.32K
|
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
84+ 1.26% |
$4.22K - $4.46K
|
6.76K
$416K
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
82+ 0.49% |
$4.12K - $4.35K
|
16.7K
$1.03M
|
|
|
Oct 12, 2021
Q3 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
72+ 1.13% |
$3.62K - $3.82K
|
6.42K
$395K
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
71+ 1.42% |
$3.57K - $3.77K
|
5.08K
$313K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
69+ 0.43% |
$3.47K - $3.66K
|
16.1K
$993K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
62+ 2.56% |
$3.11K - $3.29K
|
2.49K
$153K
|
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
BUY
|
- |
40+ 0.17% |
$2.01K - $2.12K
|
23.4K
$1.44M
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
30+ 0.11% |
$1.51K - $1.59K
|
26.2K
$1.61M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
28+ 0.03% |
$1.41K - $1.49K
|
81.2K
$5M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
27+ 0.36% |
$1.36K - $1.43K
|
7.44K
$458K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25+ 0.38% |
$1.26K - $1.33K
|
6.62K
$407K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12+ 1.13% |
$603 - $637
|
1.08K
$66.2K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
12+ 0.49% |
$603 - $637
|
2.48K
$152K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10+ 0.19% |
$502 - $531
|
5.16K
$318K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
6+ 0.07% |
$301 - $319
|
9.2K
$566K
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
4+ 0.06% |
$201 - $212
|
7.07K
$435K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$151 - $159
|
3
$185
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.07% |
$151 - $159
|
4.05K
$249K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.06% |
$151 - $159
|
5.37K
$330K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2+ 0.01% |
$100 - $106
|
16K
$984K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.96% |
$50.2 - $53.1
|
105
$6.46K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.07% |
$50.2 - $53.1
|
1.48K
$91.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.01% |
$50.2 - $53.1
|
8.39K
$516K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1Closed |
$50.2 - $53.1
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-26- 0.49% |
$1.31K - $1.38K
|
5.33K
$328K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28- 0.11% |
$1.41K - $1.49K
|
25.8K
$1.59M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-37- 0.65% |
$1.86K - $1.96K
|
5.66K
$348K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-42- 0.83% |
$2.11K - $2.23K
|
5.03K
$309K
|
|
|
Oct 19, 2021
Q3 2021
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-49- 0.94% |
$2.46K - $2.6K
|
5.18K
$318K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-49- 0.19% |
$2.46K - $2.6K
|
25.9K
$1.59M
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.79% |
$3.01K - $3.19K
|
7.5K
$461K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-62- 0.69% |
$3.11K - $3.29K
|
8.95K
$550K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-63- 1.05% |
$3.16K - $3.35K
|
5.95K
$366K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-67- 1.14% |
$3.37K - $3.56K
|
5.82K
$358K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-68Closed |
$3.42K - $3.61K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-70- 6.02% |
$3.52K - $3.72K
|
1.09K
$67.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-71- 0.35% |
$3.57K - $3.77K
|
20K
$1.23M
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 11.47% |
$5.02K - $5.31K
|
772
$47.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-106- 17.29% |
$5.32K - $5.63K
|
507
$31.2K
|