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
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-113- 0.72% |
$5.68K - $6K
|
15.6K
$959K
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-123- 1.47% |
$6.18K - $6.53K
|
8.25K
$508K
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-127- 0.34% |
$6.38K - $6.74K
|
36.9K
$2.27M
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-137- 0.24% |
$6.88K - $7.27K
|
56.2K
$3.45M
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-145- 0.15% |
$7.28K - $7.7K
|
99.3K
$6.11M
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-149- 0.33% |
$7.48K - $7.91K
|
45.5K
$2.8M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-156- 0.57% |
$7.84K - $8.28K
|
27.3K
$1.68M
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-159- 0.28% |
$7.99K - $8.44K
|
56.2K
$3.46M
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-178- 2.21% |
$8.94K - $9.45K
|
7.86K
$484K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-196- 21.08% |
$9.85K - $10.4K
|
734
$45.2K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-200Closed |
$10K - $10.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-205- 0.4% |
$10.3K - $10.9K
|
50.5K
$3.11M
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-211- 2.96% |
$10.6K - $11.2K
|
6.92K
$426K
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-219- 4.11% |
$11K - $11.6K
|
5.11K
$314K
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-223- 4.44% |
$11.2K - $11.8K
|
4.79K
$295K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-224- 1.84% |
$11.3K - $11.9K
|
11.9K
$734K
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-236- 1.87% |
$11.9K - $12.5K
|
12.4K
$761K
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
SELL
|
- |
-240- 0.24% |
$12.1K - $12.7K
|
100K
$6.16M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-248- 3.07% |
$12.5K - $13.2K
|
7.83K
$482K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-284- 28.15% |
$14.3K - $15.1K
|
725
$44.6K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-289- 14.87% |
$14.5K - $15.3K
|
1.66K
$102K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-300- 1.85% |
$15.1K - $15.9K
|
15.9K
$978K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-309- 2.7% |
$15.5K - $16.4K
|
11.1K
$684K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-326- 2.37% |
$16.4K - $17.3K
|
13.5K
$828K
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-400- 4.91% |
$20.1K - $21.2K
|
7.75K
$477K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-404Closed |
$20.3K - $21.5K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-439- 11.01% |
$22.1K - $23.3K
|
3.55K
$218K
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-479- 4.0% |
$24.1K - $25.4K
|
11.5K
$706K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-485- 3.57% |
$24.4K - $25.8K
|
13.1K
$806K
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-489- 9.14% |
$24.6K - $26K
|
4.86K
$299K
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-490- 7.73% |
$24.6K - $26K
|
5.85K
$360K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-496- 88.41% |
$24.9K - $26.3K
|
65
$4K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-497- 0.93% |
$25K - $26.4K
|
53.2K
$3.27M
|
|
Oct 12, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 4.57% |
$25.1K - $26.6K
|
10.5K
$643K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-500- 4.14% |
$25.1K - $26.6K
|
11.6K
$712K
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-503- 3.86% |
$25.3K - $26.7K
|
12.5K
$772K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-516- 3.67% |
$25.9K - $27.4K
|
13.5K
$833K
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-548- 0.47% |
$27.5K - $29.1K
|
117K
$7.22M
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-548- 6.02% |
$27.5K - $29.1K
|
8.56K
$526K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-550Closed |
$27.6K - $29.2K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-573- 0.33% |
$28.8K - $30.4K
|
171K
$10.5M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-630- 10.85% |
$31.6K - $33.5K
|
5.18K
$319K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-633- 2.1% |
$31.8K - $33.6K
|
29.6K
$1.82M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-675- 43.83% |
$33.9K - $35.8K
|
865
$53.2K
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-677- 18.92% |
$34K - $35.9K
|
2.9K
$179K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-690Closed |
$34.7K - $36.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-693- 2.62% |
$34.8K - $36.8K
|
25.7K
$1.58M
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-694- 1.13% |
$34.9K - $36.9K
|
60.8K
$3.74M
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-718- 8.02% |
$36.1K - $38.1K
|
8.23K
$506K
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-750- 1.91% |
$37.7K - $39.8K
|
38.5K
$2.37M
|