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
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5.25K+ 4.54% |
$233K - $277K
|
121K
$7.63M
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5.23KNew |
$233K - $276K
|
5.23K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.18K+ 1.24% |
$230K - $273K
|
421K
$26.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.17K+ 5.42% |
$230K - $272K
|
101K
$6.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.13K+ 0.78% |
$228K - $270K
|
663K
$41.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
5.12KNew |
$228K - $270K
|
5.12K
$323K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.03K+ 74.59% |
$224K - $265K
|
11.8K
$743K
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.94KNew |
$220K - $261K
|
4.94K
$312K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.88K+ 13.21% |
$217K - $257K
|
41.8K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.82K+ 5.38% |
$214K - $254K
|
94.4K
$5.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.82KNew |
$214K - $254K
|
4.82K
$304K
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.81KNew |
$214K - $254K
|
4.81K
$304K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.77K+ 8.29% |
$212K - $252K
|
62.3K
$3.93M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.7KNew |
$209K - $248K
|
4.7K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.67KNew |
$207K - $246K
|
4.67K
$294K
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
4.66KNew |
$207K - $246K
|
4.66K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.61KNew |
$205K - $243K
|
4.61K
$291K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
4.5KNew |
$200K - $237K
|
4.5K
$284K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.5KNew |
$200K - $237K
|
4.5K
$284K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.47K+ 2.54% |
$199K - $236K
|
180K
$11.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.45K+ 215.2% |
$198K - $234K
|
6.51K
$411K
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
4.41K+ 3.55% |
$196K - $233K
|
129K
$8.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.41K+ 5.88% |
$196K - $232K
|
79.4K
$5.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.38K+ 80.54% |
$195K - $231K
|
9.81K
$619K
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.26K+ 32.19% |
$190K - $225K
|
17.5K
$1.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.21K+ 2.79% |
$187K - $222K
|
155K
$9.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.16K+ 19.3% |
$185K - $219K
|
25.7K
$1.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.07K+ 5.7% |
$181K - $214K
|
75.4K
$4.76M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.03K+ 15.79% |
$179K - $213K
|
29.6K
$1.87M
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
4.02K+ 4.31% |
$179K - $212K
|
97.3K
$6.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.01KNew |
$178K - $211K
|
4.01K
$253K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.85K+ 0.66% |
$171K - $203K
|
584K
$36.9M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.82K+ 126.88% |
$170K - $202K
|
6.84K
$431K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
3.82K+ 2.68% |
$170K - $201K
|
146K
$9.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.77K+ 1.81% |
$168K - $199K
|
212K
$13.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.69K+ 67.83% |
$164K - $194K
|
9.12K
$576K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
3.66K+ 19.72% |
$163K - $193K
|
22.2K
$1.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
3.38K+ 2.16% |
$150K - $178K
|
160K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.35K+ 5.76% |
$149K - $177K
|
61.5K
$3.88M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.29K+ 58.01% |
$146K - $173K
|
8.95K
$565K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
3.2K+ 1.92% |
$142K - $168K
|
170K
$10.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3.19K+ 4.65% |
$142K - $168K
|
71.8K
$4.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.15K+ 340.69% |
$140K - $166K
|
4.07K
$257K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
3.08K+ 17.12% |
$137K - $162K
|
21.1K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3.05K+ 3.71% |
$136K - $161K
|
85.3K
$5.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.05K+ 7.08% |
$136K - $161K
|
46.1K
$2.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.99K+ 38.46% |
$133K - $158K
|
10.8K
$679K
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.89K+ 4.96% |
$129K - $153K
|
61.2K
$3.86M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
2.86K+ 1.02% |
$127K - $151K
|
283K
$17.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.85K+ 11.69% |
$127K - $150K
|
27.2K
$1.72M
|