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 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.46KNew |
$421K - $499K
|
9.46K
$582K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
9.46K+ 3.3% |
$421K - $499K
|
296K
$18.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.39KNew |
$417K - $495K
|
9.39K
$578K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
9.28K+ 11.38% |
$413K - $490K
|
90.8K
$5.59M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.23K+ 8.29% |
$410K - $487K
|
121K
$7.42M
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
9.22KNew |
$410K - $486K
|
9.22K
$567K
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.18K+ 8.85% |
$408K - $484K
|
113K
$6.95M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8.9K+ 15.08% |
$396K - $469K
|
67.9K
$4.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
8.89K+ 10.84% |
$395K - $469K
|
90.9K
$5.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.69K+ 0.18% |
$386K - $458K
|
4.8M
$295M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.69K+ 0.18% |
$386K - $458K
|
4.8M
$295M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.55K+ 58.99% |
$380K - $451K
|
23K
$1.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.26K+ 61.14% |
$367K - $436K
|
21.8K
$1.34M
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
8.12K+ 6.36% |
$361K - $428K
|
136K
$8.35M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.01KNew |
$356K - $422K
|
8.01K
$493K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7.92K+ 34.23% |
$352K - $418K
|
31.1K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.68K+ 1.97% |
$342K - $405K
|
397K
$24.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.65KNew |
$340K - $403K
|
7.65K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.6K+ 128.81% |
$338K - $401K
|
13.5K
$831K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7.57K+ 2.55% |
$337K - $399K
|
305K
$18.7M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7.52K+ 68.58% |
$334K - $397K
|
18.5K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.47K+ 24.88% |
$332K - $394K
|
37.5K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.41K+ 15.47% |
$330K - $391K
|
55.3K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.36KNew |
$327K - $388K
|
7.36K
$453K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
7.29K+ 8.64% |
$324K - $384K
|
91.6K
$5.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.21K+ 2.78% |
$321K - $380K
|
266K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7.18K+ 10.51% |
$319K - $379K
|
75.5K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.17KNew |
$319K - $378K
|
7.17K
$441K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
7.11K+ 13.63% |
$316K - $375K
|
59.3K
$3.65M
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
6.93KNew |
$308K - $365K
|
6.93K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.89K+ 694.35% |
$306K - $363K
|
7.88K
$485K
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.7KNew |
$298K - $353K
|
6.7K
$412K
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.64KNew |
$295K - $350K
|
6.64K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.59K+ 2.17% |
$293K - $347K
|
310K
$19.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
6.45K+ 0.99% |
$287K - $340K
|
658K
$40.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.44K+ 6.52% |
$286K - $339K
|
105K
$6.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.39K+ 0.26% |
$284K - $337K
|
2.43M
$149M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6.34KNew |
$282K - $335K
|
6.34K
$390K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.3K+ 7.3% |
$280K - $332K
|
92.6K
$5.7M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6.23K+ 7.65% |
$277K - $329K
|
87.7K
$5.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
6.15K+ 1.51% |
$274K - $325K
|
413K
$25.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
5.99K+ 9.41% |
$266K - $316K
|
69.6K
$4.28M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5.91K+ 2.16% |
$263K - $311K
|
279K
$17.1M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
5.69K+ 8.61% |
$253K - $300K
|
71.7K
$4.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.54KNew |
$246K - $292K
|
5.54K
$341K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.53KNew |
$246K - $292K
|
5.53K
$340K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5.53K+ 1.42% |
$246K - $292K
|
395K
$24.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.49K+ 9.16% |
$244K - $289K
|
65.4K
$4.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.39K+ 9.3% |
$240K - $284K
|
63.3K
$3.89M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.37KNew |
$239K - $283K
|
5.37K
$330K
|