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
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
77.1K+ 99.15% |
$3.43M - $4.06M
|
155K
$9.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.5K+ 3.95% |
$3.31M - $3.93M
|
1.96M
$121M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
74.2K+ 3.08% |
$3.3M - $3.91M
|
2.49M
$153M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
69.1K+ 41.1% |
$3.07M - $3.65M
|
237K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
67.6K+ 22.6% |
$3.01M - $3.57M
|
367K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
67.6K+ 14.71% |
$3.01M - $3.57M
|
527K
$32.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
65KNew |
$2.89M - $3.43M
|
65K
$4M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64.8K+ 10805.5% |
$2.88M - $3.42M
|
65.4K
$4.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
64K+ 20.91% |
$2.85M - $3.38M
|
370K
$22.8M
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
64KNew |
$2.85M - $3.37M
|
64K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
61.2KNew |
$2.72M - $3.23M
|
61.2K
$3.76M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
60.6K+ 81.13% |
$2.7M - $3.2M
|
135K
$8.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
60.1KNew |
$2.67M - $3.17M
|
60.1K
$3.7M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.4K+ 2.13% |
$2.6M - $3.08M
|
2.8M
$172M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
56.5KNew |
$2.51M - $2.98M
|
56.5K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
56.4KNew |
$2.51M - $2.98M
|
56.4K
$3.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55.4K+ 9.49% |
$2.46M - $2.92M
|
640K
$39.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
49.2KNew |
$2.19M - $2.59M
|
49.2K
$3.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
41.9K+ 10.2% |
$1.87M - $2.21M
|
453K
$27.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.6K+ 272.27% |
$1.85M - $2.19M
|
56.9K
$3.5M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
40.7K+ 11.88% |
$1.81M - $2.15M
|
384K
$23.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
39.8KNew |
$1.77M - $2.1M
|
39.8K
$2.45M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
39.1K+ 159.77% |
$1.74M - $2.06M
|
63.5K
$3.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.7K+ 250.32% |
$1.72M - $2.04M
|
54.2K
$3.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.5K+ 1.81% |
$1.62M - $1.93M
|
2.06M
$127M
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
36.2K+ 17.27% |
$1.61M - $1.91M
|
246K
$15.1M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
34.7KNew |
$1.54M - $1.83M
|
34.7K
$2.14M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
34.5K+ 6.54% |
$1.53M - $1.82M
|
562K
$34.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
33.3K+ 46.39% |
$1.48M - $1.75M
|
105K
$6.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
32.7K+ 14.17% |
$1.46M - $1.73M
|
264K
$16.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
31.9K+ 143.02% |
$1.42M - $1.68M
|
54.2K
$3.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.2K+ 2.85% |
$1.39M - $1.64M
|
1.13M
$69.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31K+ 15.62% |
$1.38M - $1.63M
|
229K
$14.1M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30.8K+ 12.95% |
$1.37M - $1.63M
|
269K
$16.6M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
30.4KNew |
$1.35M - $1.6M
|
30.4K
$1.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.9K+ 3.75% |
$1.33M - $1.58M
|
827K
$50.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
28.7K+ 25.6% |
$1.28M - $1.52M
|
141K
$8.68M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
28.3K+ 4.72% |
$1.26M - $1.49M
|
627K
$38.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.1K+ 2.36% |
$1.25M - $1.48M
|
1.22M
$74.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
26.5K+ 42.67% |
$1.18M - $1.4M
|
88.6K
$5.45M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.9K+ 7.33% |
$1.15M - $1.37M
|
379K
$23.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25.6K+ 104.99% |
$1.14M - $1.35M
|
50K
$3.07M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
25.6K+ 33.2% |
$1.14M - $1.35M
|
103K
$6.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.5K+ 3.29% |
$1.13M - $1.34M
|
801K
$49.3M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
23.9K+ 33.06% |
$1.06M - $1.26M
|
96.4K
$5.93M
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
22.9KNew |
$1.02M - $1.21M
|
22.9K
$1.41M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
BUY
|
- |
22.2K+ 7.63% |
$987K - $1.17M
|
313K
$19.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
21.1K+ 11.51% |
$938K - $1.11M
|
204K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20.8KNew |
$926K - $1.1M
|
20.8K
$1.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20.3K+ 12.59% |
$904K - $1.07M
|
182K
$11.2M
|