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 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-19.9K- 8.59% |
$884K - $1.05M
|
212K
$13.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-20.7K- 76.35% |
$921K - $1.09M
|
6.41K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-23.1K- 2.57% |
$1.03M - $1.22M
|
878K
$55.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Pacific Wealth Management
|
SELL
|
- |
-24.6K- 4.31% |
$1.1M - $1.3M
|
547K
$34.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-25K- 14.89% |
$1.11M - $1.32M
|
143K
$9.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-25.2KClosed |
$1.12M - $1.33M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-26.1K- 5.14% |
$1.16M - $1.37M
|
481K
$30.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-26.1K- 3.28% |
$1.16M - $1.37M
|
769K
$48.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-26.2K- 47.43% |
$1.17M - $1.38M
|
29.1K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-31K- 80.67% |
$1.38M - $1.64M
|
7.43K
$469K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32.7K- 9.02% |
$1.46M - $1.73M
|
330K
$20.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-35.5K- 19.35% |
$1.58M - $1.87M
|
148K
$9.34M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-41.5K- 16.91% |
$1.85M - $2.19M
|
204K
$12.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-48.4K- 89.36% |
$2.15M - $2.55M
|
5.76K
$364K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-62.9K- 46.05% |
$2.8M - $3.32M
|
73.7K
$4.65M
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-64.9K- 27.04% |
$2.88M - $3.42M
|
175K
$11M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-66.2K- 8.31% |
$2.95M - $3.49M
|
731K
$46.1M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-67.9K- 0.2% |
$3.02M - $3.58M
|
33.6M
$2.12B
|
|
|
Oct 21, 2022
Q3 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-78.1K- 42.72% |
$3.47M - $4.12M
|
105K
$6.61M
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-84.7K- 6.56% |
$3.77M - $4.47M
|
1.21M
$76.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-93.7K- 23.73% |
$4.17M - $4.94M
|
301K
$19M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-106K- 8.91% |
$4.73M - $5.61M
|
1.09M
$68.6M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-110K- 3.95% |
$4.89M - $5.8M
|
2.67M
$169M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-110K- 3.95% |
$4.89M - $5.8M
|
2.67M
$169M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-115K- 21.77% |
$5.11M - $6.05M
|
413K
$26M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-116K- 17.2% |
$5.15M - $6.11M
|
557K
$35.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-116K- 18.06% |
$5.18M - $6.14M
|
529K
$33.4M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-118K- 19.36% |
$5.26M - $6.24M
|
493K
$31.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-131K- 43.62% |
$5.81M - $6.88M
|
169K
$10.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-144K- 15.14% |
$6.39M - $7.57M
|
805K
$50.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-166K- 12.61% |
$7.4M - $8.77M
|
1.15M
$72.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-201K- 4.77% |
$8.92M - $10.6M
|
4.01M
$253M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-215K- 97.05% |
$9.57M - $11.4M
|
6.55K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-215K- 97.05% |
$9.57M - $11.4M
|
6.55K
$413K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-253K- 35.07% |
$11.2M - $13.3M
|
468K
$29.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-409K- 36.53% |
$18.2M - $21.6M
|
711K
$44.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-519K- 59.97% |
$23.1M - $27.4M
|
346K
$21.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-954K- 5.22% |
$42.4M - $50.3M
|
17.3M
$1.09B
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2M- 97.75% |
$88.9M - $105M
|
46K
$2.9M
|