Purchases and Sales Made in Q3 2022 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q3 2022. 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 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.21M+ 23.8% |
$98.4M - $117M
|
11.5M
$708M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2M+ 4542.87% |
$88.9M - $105M
|
2.04M
$126M
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.15MNew |
$51.3M - $60.9M
|
1.15M
$71M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
602K+ 8.44% |
$26.8M - $31.7M
|
7.73M
$476M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
562K+ 191.32% |
$25M - $29.6M
|
855K
$52.6M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
549K+ 3.03% |
$24.4M - $28.9M
|
18.7M
$1.15B
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
445K+ 6556.98% |
$19.8M - $23.5M
|
452K
$27.8M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
387K+ 5.62% |
$17.2M - $20.4M
|
7.27M
$447M
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
379K+ 57.51% |
$16.9M - $20M
|
1.04M
$63.9M
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
378KNew |
$16.8M - $19.9M
|
378K
$23.3M
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
365K+ 79.77% |
$16.2M - $19.2M
|
822K
$50.5M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
353K+ 5.39% |
$15.7M - $18.6M
|
6.9M
$424M
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
326K+ 5.64% |
$14.5M - $17.2M
|
6.12M
$376M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
306K+ 6.14% |
$13.6M - $16.1M
|
5.29M
$325M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
288K+ 6.39% |
$12.8M - $15.2M
|
4.79M
$295M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
272K+ 28.18% |
$12.1M - $14.4M
|
1.24M
$76.2M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
256K+ 18.69% |
$11.4M - $13.5M
|
1.63M
$100M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
246KNew |
$10.9M - $12.9M
|
246K
$15.1M
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
229KNew |
$10.2M - $12.1M
|
229K
$14.1M
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
198K+ 135.89% |
$8.82M - $10.5M
|
344K
$21.2M
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
190K+ 101.01% |
$8.45M - $10M
|
378K
$23.3M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
190K+ 664.68% |
$8.44M - $10M
|
218K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
184KNew |
$8.17M - $9.69M
|
184K
$11.3M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
180K+ 13.0% |
$8.02M - $9.51M
|
1.57M
$96.5M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
158K+ 360.86% |
$7.01M - $8.32M
|
201K
$12.4M
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
155KNew |
$6.88M - $8.15M
|
155K
$9.51M
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
144K+ 295.05% |
$6.42M - $7.62M
|
193K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 1.69% |
$6.41M - $7.6M
|
8.69M
$535M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
140K+ 1.77% |
$6.25M - $7.41M
|
8.09M
$498M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
139K+ 110.5% |
$6.2M - $7.36M
|
266K
$16.3M
|
|
Nov 03, 2022
Q3 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
139K+ 4118.51% |
$6.16M - $7.31M
|
142K
$8.74M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
133K+ 4.56% |
$5.91M - $7M
|
3.05M
$187M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
132K+ 39.13% |
$5.85M - $6.94M
|
468K
$28.8M
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
BUY
|
- |
131K+ 21.67% |
$5.84M - $6.92M
|
737K
$45.4M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
131K+ 343.65% |
$5.83M - $6.92M
|
169K
$10.4M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
129K+ 28.05% |
$5.76M - $6.83M
|
591K
$36.3M
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
113K+ 107.49% |
$5.04M - $5.97M
|
219K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
106K+ 166.18% |
$4.71M - $5.59M
|
170K
$10.4M
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
103KNew |
$4.57M - $5.42M
|
103K
$6.33M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
103K+ 93.23% |
$4.56M - $5.41M
|
213K
$13.1M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
101K+ 2.52% |
$4.48M - $5.31M
|
4.1M
$252M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
94.7KNew |
$4.21M - $5M
|
94.7K
$5.83M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
91.2K+ 1.86% |
$4.06M - $4.81M
|
4.99M
$307M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
86.8K+ 209.02% |
$3.86M - $4.58M
|
128K
$7.89M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
86.6KNew |
$3.85M - $4.57M
|
86.6K
$5.33M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86K+ 4.73% |
$3.82M - $4.53M
|
1.9M
$117M
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
85.8K+ 17.28% |
$3.82M - $4.52M
|
582K
$35.8M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
85.8K+ 22.47% |
$3.81M - $4.52M
|
467K
$28.8M
|
|
Oct 21, 2022
Q3 2022
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
82.6K+ 8.37% |
$3.67M - $4.35M
|
1.07M
$65.8M
|
|
Oct 30, 2023
Q3 2022
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
81.6KNew |
$3.63M - $4.3M
|
81.6K
$5.02M
|