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 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20.2K+ 10.91% |
$896K - $1.06M
|
205K
$12.6M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.7K+ 65.58% |
$876K - $1.04M
|
49.7K
$3.06M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19.6KNew |
$874K - $1.04M
|
19.6K
$1.21M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
19.6K+ 15.16% |
$873K - $1.04M
|
149K
$9.18M
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
19.2K+ 8.02% |
$855K - $1.01M
|
259K
$15.9M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.1K+ 183.12% |
$847K - $1M
|
29.5K
$1.81M
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
19K+ 3.71% |
$844K - $1M
|
530K
$32.6M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
18.7K+ 133.49% |
$833K - $988K
|
32.8K
$2.02M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
18.2K+ 64.15% |
$811K - $961K
|
46.7K
$2.87M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.8K+ 35.99% |
$793K - $941K
|
67.4K
$4.15M
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
17.7K+ 20.64% |
$787K - $933K
|
103K
$6.36M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.4K+ 34.4% |
$772K - $915K
|
67.8K
$4.17M
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
16.9K+ 93.35% |
$752K - $892K
|
35K
$2.15M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
16.8K+ 7.63% |
$746K - $884K
|
236K
$14.5M
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
BUY
|
- |
15.5KNew |
$688K - $816K
|
15.5K
$952K
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
15.5KNew |
$688K - $816K
|
15.5K
$952K
|
|
Oct 20, 2022
Q3 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
15.5K+ 10.15% |
$687K - $815K
|
168K
$10.3M
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
15.2KNew |
$677K - $803K
|
15.2K
$937K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
15.1K+ 2147.59% |
$672K - $797K
|
15.8K
$973K
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
14.8K+ 41.88% |
$657K - $780K
|
50.1K
$3.08M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.8K+ 4.52% |
$657K - $779K
|
342K
$21M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14K+ 23.45% |
$624K - $740K
|
73.9K
$4.55M
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
13.6KNew |
$606K - $719K
|
13.6K
$839K
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
13.4K+ 1.47% |
$594K - $704K
|
920K
$56.6M
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13.3K+ 6.99% |
$590K - $699K
|
203K
$12.5M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13.1K+ 22.83% |
$583K - $691K
|
70.5K
$4.34M
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.8K+ 3.17% |
$570K - $676K
|
417K
$25.7M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
12.8K+ 3.41% |
$570K - $675K
|
388K
$23.9M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.7K+ 13.57% |
$564K - $669K
|
106K
$6.53M
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 4.87% |
$556K - $660K
|
269K
$16.6M
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
12.1K+ 80.98% |
$539K - $640K
|
27.1K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11.9K+ 1584.0% |
$528K - $626K
|
12.6K
$777K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
11.8KNew |
$524K - $621K
|
11.8K
$725K
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.7KNew |
$520K - $617K
|
11.7K
$720K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
11.5K+ 2.97% |
$513K - $609K
|
400K
$24.6M
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11.4K+ 11.1% |
$506K - $600K
|
114K
$7M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.2K+ 7.63% |
$499K - $592K
|
158K
$9.74M
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
11.1K+ 11.57% |
$493K - $584K
|
107K
$6.57M
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
11.1K+ 2.21% |
$492K - $584K
|
511K
$31.4M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.8KNew |
$482K - $572K
|
10.8K
$667K
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
10.7K+ 5.02% |
$478K - $567K
|
225K
$13.8M
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 7.97% |
$474K - $562K
|
145K
$8.89M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
10.6KNew |
$471K - $558K
|
10.6K
$651K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.5K+ 6.4% |
$469K - $556K
|
175K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.4KNew |
$461K - $547K
|
10.4K
$638K
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
10.4K+ 13.8% |
$460K - $546K
|
85.4K
$5.25M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
10.2KNew |
$456K - $540K
|
10.2K
$630K
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.1KNew |
$449K - $532K
|
10.1K
$620K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9.96K+ 20.76% |
$443K - $525K
|
57.9K
$3.56M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
9.49K+ 31.26% |
$422K - $500K
|
39.8K
$2.45M
|