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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.5K- 21.77% |
$66.7K - $79.1K
|
5.39K
$336K
|
|
|
Oct 19, 2022
Q3 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.53K- 22.24% |
$68.2K - $80.9K
|
5.36K
$334K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.56K- 8.15% |
$69.3K - $82.2K
|
17.6K
$1.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.7K- 3.83% |
$75.6K - $89.6K
|
42.6K
$2.66M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.76K- 3.31% |
$78.4K - $93K
|
51.5K
$3.21M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-1.78K- 5.4% |
$78.9K - $93.6K
|
31.1K
$1.94M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.79K- 28.53% |
$79.6K - $94.4K
|
4.48K
$279K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.79K- 41.49% |
$79.8K - $94.6K
|
2.53K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.83K- 1.77% |
$81.5K - $96.6K
|
102K
$6.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.84K- 12.77% |
$81.8K - $97K
|
12.6K
$783K
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.85K- 24.7% |
$82.4K - $97.7K
|
5.65K
$352K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.92K- 2.73% |
$85.6K - $101K
|
68.5K
$4.26M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.96K- 0.31% |
$87.3K - $104K
|
625K
$38.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.02K- 1.03% |
$90K - $107K
|
194K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.03K- 0.69% |
$90.4K - $107K
|
293K
$18.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.04K- 89.82% |
$90.6K - $107K
|
231
$14.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.13K- 4.61% |
$94.6K - $112K
|
44K
$2.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.14K- 5.72% |
$95.1K - $113K
|
35.2K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.17K- 4.81% |
$96.6K - $115K
|
43K
$2.67M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.18K- 7.95% |
$96.8K - $115K
|
25.2K
$1.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-2.19K- 29.56% |
$97.2K - $115K
|
5.21K
$324K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.26K- 1.47% |
$100K - $119K
|
151K
$9.39M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 4.79% |
$102K - $120K
|
45.4K
$2.83M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.29K- 32.53% |
$102K - $120K
|
4.74K
$295K
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-2.3K- 9.54% |
$102K - $121K
|
21.8K
$1.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.35K- 30.03% |
$105K - $124K
|
5.48K
$341K
|
|
|
May 19, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.4K- 31.59% |
$107K - $127K
|
5.2K
$324K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.43K- 2.39% |
$108K - $128K
|
99.3K
$6.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.47K- 6.23% |
$110K - $130K
|
37.1K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-2.52K- 5.04% |
$112K - $133K
|
47.5K
$2.95M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-2.54K- 2.5% |
$113K - $134K
|
98.9K
$6.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-2.57K- 1.44% |
$114K - $136K
|
175K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-2.57K- 12.09% |
$114K - $136K
|
18.7K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.62K- 9.81% |
$117K - $138K
|
24.1K
$1.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.88K- 3.9% |
$128K - $152K
|
71.1K
$4.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.9K- 35.08% |
$129K - $153K
|
5.38K
$335K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.97K- 1.49% |
$132K - $157K
|
197K
$12.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3K- 68.51% |
$133K - $158K
|
1.38K
$85.9K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 3.14% |
$135K - $160K
|
93.4K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.08K- 7.93% |
$137K - $162K
|
35.8K
$2.23M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3.21K- 29.26% |
$143K - $169K
|
7.77K
$484K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.26K- 1.54% |
$145K - $172K
|
208K
$13M
|
|
|
Oct 13, 2022
Q3 2022
|
Sanchez Wealth Management Group
|
SELL
|
- |
-3.37K- 2.96% |
$150K - $177K
|
110K
$6.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.38K- 15.62% |
$150K - $178K
|
18.3K
$1.14M
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-3.42K- 0.46% |
$152K - $180K
|
741K
$46.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.64K- 26.62% |
$162K - $192K
|
10K
$625K
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.71K- 0.91% |
$165K - $196K
|
402K
$25M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.8K- 1.11% |
$169K - $200K
|
339K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.8K- 14.44% |
$169K - $200K
|
22.5K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.8K- 14.44% |
$169K - $200K
|
22.5K
$1.4M
|