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 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.82K+ 57.95% |
$125K - $149K
|
7.69K
$473K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2.82K+ 16.35% |
$125K - $149K
|
20K
$1.23M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.79K+ 58.82% |
$124K - $147K
|
7.54K
$464K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.71K+ 1.74% |
$120K - $143K
|
158K
$9.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.63K+ 30.17% |
$117K - $139K
|
11.4K
$699K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.61K+ 28.3% |
$116K - $138K
|
11.8K
$728K
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.59K+ 3.12% |
$115K - $137K
|
85.8K
$5.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.59K+ 34.61% |
$115K - $137K
|
10.1K
$620K
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
BUY
|
- |
2.47K+ 3.4% |
$110K - $130K
|
75K
$4.61M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
2.45K+ 0.54% |
$109K - $129K
|
454K
$27.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.4K+ 33.09% |
$107K - $127K
|
9.67K
$595K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.3K+ 198.27% |
$102K - $121K
|
3.46K
$213K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.26K+ 5.51% |
$100K - $119K
|
43.2K
$2.66M
|
|
|
Oct 19, 2022
Q3 2022
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
2.14K+ 25.65% |
$95.1K - $113K
|
10.5K
$645K
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
2.08K+ 0.49% |
$92.6K - $110K
|
429K
$26.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
2.05K+ 18.48% |
$91.1K - $108K
|
13.1K
$808K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 2.71% |
$89.7K - $106K
|
76.5K
$4.71M
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.02K+ 0.79% |
$89.7K - $106K
|
259K
$15.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
2K+ 5.37% |
$89K - $106K
|
39.2K
$2.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2K+ 35.25% |
$88.9K - $105K
|
7.67K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.98K+ 8.71% |
$88.1K - $105K
|
24.7K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.98K+ 2.87% |
$88.1K - $104K
|
71K
$4.37M
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
1.95K+ 1.29% |
$86.6K - $103K
|
153K
$9.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.89K+ 20.95% |
$84K - $99.7K
|
10.9K
$671K
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.88K+ 0.98% |
$83.8K - $99.3K
|
195K
$12M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.86K+ 12.85% |
$82.7K - $98K
|
16.3K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.82K+ 3.59% |
$80.9K - $96K
|
52.4K
$3.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.8K+ 5.45% |
$80.1K - $95K
|
34.8K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.76KNew |
$78.4K - $93K
|
1.76K
$108K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.74K+ 2.2% |
$77.3K - $91.6K
|
80.8K
$4.97M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.65K+ 2.88% |
$73.4K - $87.1K
|
59.1K
$3.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.6K+ 1.91% |
$71.2K - $84.4K
|
85.4K
$5.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.53K+ 29.46% |
$68K - $80.6K
|
6.72K
$413K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.48K+ 1492.93% |
$65.7K - $77.9K
|
1.58K
$97K
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.45K+ 25.78% |
$64.5K - $76.5K
|
7.07K
$435K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.43K+ 10.55% |
$63.7K - $75.6K
|
15K
$924K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
1.42K+ 1.91% |
$63.2K - $74.9K
|
75.6K
$4.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.42K+ 15.11% |
$63.1K - $74.9K
|
10.8K
$666K
|
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.39K+ 0.72% |
$61.9K - $73.3K
|
194K
$12M
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.38K+ 2.17% |
$61.1K - $72.5K
|
64.6K
$3.98M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.36K+ 9.54% |
$60.6K - $71.9K
|
15.6K
$963K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.36K+ 5.53% |
$60.6K - $71.9K
|
26K
$1.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.32K+ 3.31% |
$58.8K - $69.8K
|
41.3K
$2.54M
|
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.31K+ 1.21% |
$58.3K - $69.2K
|
110K
$6.78M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.29K+ 14.1% |
$57.5K - $68.2K
|
10.5K
$644K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.23K+ 0.92% |
$54.9K - $65.1K
|
135K
$8.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.23K+ 0.53% |
$54.7K - $64.9K
|
232K
$14.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.2K+ 25.3% |
$53.5K - $63.5K
|
5.96K
$367K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.18K+ 75.14% |
$52.6K - $62.3K
|
2.76K
$169K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.18K+ 18.58% |
$52.4K - $62.2K
|
7.52K
$463K
|