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
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-15- 0.11% |
$667 - $791
|
13.9K
$868K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-18- 0.16% |
$800 - $949
|
11.5K
$718K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-20- 0.41% |
$889 - $1.05K
|
4.91K
$306K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-21- 0.43% |
$934 - $1.11K
|
4.91K
$306K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-23- 0.34% |
$1.02K - $1.21K
|
6.69K
$417K
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-32- 0.51% |
$1.42K - $1.69K
|
6.29K
$391K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-39- 0.51% |
$1.73K - $2.06K
|
7.53K
$469K
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-45- 0.55% |
$2K - $2.37K
|
8.21K
$511K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-50- 5.46% |
$2.22K - $2.64K
|
865
$53.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-52- 6.28% |
$2.31K - $2.74K
|
776
$48.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-95- 12.77% |
$4.22K - $5.01K
|
649
$40.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-98- 1.0% |
$4.36K - $5.17K
|
9.69K
$603K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-99- 1.68% |
$4.4K - $5.22K
|
5.78K
$360K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-107- 4.89% |
$4.76K - $5.64K
|
2.08K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-109- 0.41% |
$4.85K - $5.75K
|
26.5K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-128- 1.45% |
$5.69K - $6.75K
|
8.69K
$541K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-131- 10.16% |
$5.83K - $6.91K
|
1.16K
$72.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-147- 13.46% |
$6.54K - $7.75K
|
945
$58.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 7.25% |
$6.63K - $7.86K
|
1.91K
$119K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-158- 1.21% |
$7.03K - $8.33K
|
12.9K
$804K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-163- 1.84% |
$7.25K - $8.59K
|
8.7K
$542K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-172- 0.6% |
$7.65K - $9.07K
|
28.6K
$1.78M
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-196- 2.66% |
$8.72K - $10.3K
|
7.17K
$446K
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-200- 3.64% |
$8.89K - $10.5K
|
5.29K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-200- 2.11% |
$8.89K - $10.5K
|
9.28K
$578K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-203- 1.36% |
$9.03K - $10.7K
|
14.7K
$915K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-205- 2.42% |
$9.12K - $10.8K
|
8.26K
$514K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-213- 0.22% |
$9.47K - $11.2K
|
96.7K
$6.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-229- 1.9% |
$10.2K - $12.1K
|
11.8K
$736K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-250- 2.31% |
$11.1K - $13.2K
|
10.6K
$659K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-256- 0.95% |
$11.4K - $13.5K
|
26.6K
$1.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-257- 2.81% |
$11.4K - $13.6K
|
8.89K
$554K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-264- 1.68% |
$11.7K - $13.9K
|
15.5K
$962K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-290- 0.63% |
$12.9K - $15.3K
|
45.5K
$2.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-301- 1.44% |
$13.4K - $15.9K
|
20.6K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-302- 1.39% |
$13.4K - $15.9K
|
21.5K
$1.34M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-318- 2.74% |
$14.1K - $16.8K
|
11.3K
$702K
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-322- 5.55% |
$14.3K - $17K
|
5.48K
$341K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-326- 6.74% |
$14.5K - $17.2K
|
4.51K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-327- 3.12% |
$14.5K - $17.2K
|
10.2K
$632K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-330- 2.66% |
$14.7K - $17.4K
|
12.1K
$751K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-331- 72.75% |
$14.7K - $17.5K
|
124
$7.72K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-340- 3.44% |
$15.1K - $17.9K
|
9.56K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-359- 0.59% |
$16K - $18.9K
|
60.2K
$3.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-389- 0.21% |
$17.3K - $20.5K
|
183K
$11.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-393- 50.19% |
$17.5K - $20.7K
|
390
$24.3K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-396- 7.51% |
$17.6K - $20.9K
|
4.88K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400- 3.55% |
$17.8K - $21.1K
|
10.9K
$676K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-420- 8.45% |
$18.7K - $22.1K
|
4.55K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-457- 1.49% |
$20.3K - $24.1K
|
30.1K
$1.88M
|