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 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.19K- 6.99% |
$186K - $221K
|
55.8K
$3.43M
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-4.24K- 14.92% |
$189K - $224K
|
24.2K
$1.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.33K- 76.26% |
$193K - $228K
|
1.35K
$83K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-4.34K- 14.94% |
$193K - $229K
|
24.7K
$1.52M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-4.42K- 23.98% |
$196K - $233K
|
14K
$861K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-4.62K- 3.31% |
$206K - $244K
|
135K
$8.31M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.8K- 12.08% |
$213K - $253K
|
34.9K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-4.94K- 2.51% |
$220K - $260K
|
192K
$11.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.14K- 1.46% |
$229K - $271K
|
348K
$21.4M
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.11K- 1.3% |
$272K - $322K
|
465K
$28.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-6.14K- 24.02% |
$273K - $324K
|
19.4K
$1.19M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.32K- 9.52% |
$281K - $333K
|
60K
$3.69M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6.32K- 62.05% |
$281K - $333K
|
3.86K
$238K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.59K- 8.45% |
$293K - $348K
|
71.4K
$4.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-6.61K- 10.8% |
$294K - $349K
|
54.6K
$3.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.7K- 0.64% |
$298K - $353K
|
1.04M
$63.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.8K- 11.33% |
$302K - $358K
|
53.2K
$3.27M
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-6.82K- 34.94% |
$303K - $359K
|
12.7K
$781K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-7.01K- 26.69% |
$312K - $370K
|
19.3K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.04K- 2.0% |
$313K - $371K
|
344K
$21.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-7.21K- 4.65% |
$321K - $380K
|
148K
$9.11M
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-7.3K- 29.86% |
$325K - $385K
|
17.2K
$1.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-7.4K- 6.8% |
$329K - $390K
|
101K
$6.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.43K- 7.75% |
$331K - $392K
|
88.5K
$5.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.96K- 27.34% |
$354K - $420K
|
21.2K
$1.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-8.83K- 4.31% |
$392K - $465K
|
196K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10K- 15.6% |
$447K - $530K
|
54.4K
$3.34M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-10.4K- 76.79% |
$461K - $546K
|
3.13K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-10.7K- 34.61% |
$477K - $565K
|
20.3K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10.9K- 15.95% |
$484K - $574K
|
57.3K
$3.53M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-11.3K- 8.93% |
$502K - $595K
|
115K
$7.08M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-12.1K- 68.39% |
$537K - $637K
|
5.58K
$344K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-12.2K- 7.05% |
$543K - $643K
|
161K
$9.89M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-12.2K- 4.2% |
$543K - $643K
|
279K
$17.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-12.7K- 2.19% |
$564K - $669K
|
567K
$34.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-12.9K- 18.48% |
$572K - $678K
|
56.8K
$3.49M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-12.9K- 3.72% |
$572K - $679K
|
333K
$20.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-13.4K- 34.58% |
$597K - $707K
|
25.4K
$1.56M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-13.7K- 71.43% |
$607K - $720K
|
5.46K
$336K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-14.2K- 15.23% |
$631K - $748K
|
78.9K
$4.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.2K- 6.14% |
$632K - $750K
|
217K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.4K- 3.95% |
$642K - $761K
|
351K
$21.6M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-14.6K- 1.28% |
$650K - $770K
|
1.13M
$69.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-15.1K- 95.55% |
$672K - $797K
|
704
$43.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.4K- 18.75% |
$730K - $865K
|
71.1K
$4.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
SELL
|
- |
-16.5K- 10.41% |
$735K - $872K
|
142K
$8.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-18.5K- 17.69% |
$824K - $977K
|
86.2K
$5.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-18.9K- 56.04% |
$838K - $994K
|
14.8K
$910K
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-19.2K- 15.33% |
$856K - $1.01M
|
106K
$6.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-19.3K- 6.34% |
$859K - $1.02M
|
285K
$17.6M
|