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 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-487- 0.34% |
$21.7K - $25.7K
|
144K
$8.85M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-496- 9.49% |
$22.1K - $26.2K
|
4.73K
$290K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-530- 3.29% |
$23.6K - $27.9K
|
15.6K
$955K
|
|
|
Oct 11, 2022
Q3 2022
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-575- 6.91% |
$25.6K - $30.3K
|
7.75K
$475K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-588Closed |
$26.1K - $31K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-617- 4.94% |
$27.4K - $32.5K
|
11.9K
$728K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-650- 3.32% |
$28.9K - $34.3K
|
18.9K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-706- 2.24% |
$31.4K - $37.2K
|
30.8K
$1.89M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-721- 21.84% |
$32.1K - $38K
|
2.58K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-729- 2.05% |
$32.4K - $38.4K
|
34.9K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-730- 10.04% |
$32.5K - $38.5K
|
6.54K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-740- 7.1% |
$32.9K - $39K
|
9.68K
$593K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-761- 6.97% |
$33.8K - $40.1K
|
10.2K
$622K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-780- 6.62% |
$34.7K - $41.1K
|
11K
$673K
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-800- 5.95% |
$35.6K - $42.2K
|
12.6K
$774K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-811- 6.59% |
$36.1K - $42.8K
|
11.5K
$704K
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-824- 2.1% |
$36.6K - $43.4K
|
38.3K
$2.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-843- 12.58% |
$37.5K - $44.5K
|
5.86K
$359K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-869- 65.19% |
$38.6K - $45.8K
|
464
$28.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-889- 3.72% |
$39.5K - $46.9K
|
23K
$1.41M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-901- 14.34% |
$40.1K - $47.5K
|
5.38K
$329K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-956- 8.46% |
$42.5K - $50.4K
|
10.3K
$633K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-986- 10.75% |
$43.8K - $52K
|
8.18K
$501K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-999- 12.22% |
$44.4K - $52.7K
|
7.18K
$439K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1K- 4.32% |
$44.5K - $52.7K
|
22.1K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1K- 4.32% |
$44.5K - $52.7K
|
22.1K
$1.36M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-1K- 0.57% |
$44.5K - $52.8K
|
175K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.02K- 17.18% |
$45.5K - $54K
|
4.94K
$302K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.03K- 36.12% |
$46K - $54.5K
|
1.83K
$112K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.05K- 0.59% |
$46.9K - $55.6K
|
177K
$10.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.08K- 14.38% |
$48K - $56.9K
|
6.42K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.1K- 2.86% |
$48.7K - $57.7K
|
37.2K
$2.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.13K- 14.19% |
$50K - $59.3K
|
6.8K
$417K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.17K- 2.17% |
$52.2K - $61.9K
|
53K
$3.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.22K- 11.85% |
$54.3K - $64.4K
|
9.09K
$556K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.26K- 11.76% |
$56.2K - $66.6K
|
9.48K
$580K
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.27K- 2.54% |
$56.6K - $67.1K
|
48.8K
$2.99M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.28K- 11.51% |
$56.7K - $67.2K
|
9.8K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.29K- 7.12% |
$57.4K - $68.1K
|
16.8K
$1.03M
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.3K- 22.06% |
$57.8K - $68.5K
|
4.59K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.33K- 5.48% |
$59.2K - $70.2K
|
23K
$1.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.35K- 0.66% |
$59.9K - $71K
|
203K
$12.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.35K- 2.4% |
$60K - $71.1K
|
55K
$3.37M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.37K- 1.8% |
$61K - $72.3K
|
74.7K
$4.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.45K- 3.68% |
$64.3K - $76.2K
|
37.8K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.46K- 3.53% |
$65K - $77.1K
|
39.9K
$2.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.47K- 44.7% |
$65.3K - $77.5K
|
1.82K
$111K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.49K- 24.32% |
$66.1K - $78.4K
|
4.63K
$283K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.5K- 21.77% |
$66.7K - $79.1K
|
5.39K
$330K
|
|
|
Oct 19, 2022
Q3 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.53K- 22.24% |
$68.2K - $80.9K
|
5.36K
$328K
|