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 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.17K+ 3.05% |
$52.1K - $61.7K
|
39.5K
$2.43M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
1.17K+ 15.7% |
$52.1K - $61.7K
|
8.63K
$531K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.15K+ 3.93% |
$51.1K - $60.6K
|
30.4K
$1.87M
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.14K+ 6.01% |
$50.5K - $59.8K
|
20K
$1.23M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.11K+ 7.29% |
$49.4K - $58.5K
|
16.3K
$1M
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.11K+ 4.15% |
$49.1K - $58.3K
|
27.7K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.1KNew |
$49.1K - $58.2K
|
1.1K
$67.9K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.08K+ 22.03% |
$48K - $56.9K
|
5.98K
$368K
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.07K+ 7.66% |
$47.6K - $56.5K
|
15K
$926K
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 0.31% |
$47.3K - $56.1K
|
345K
$21.2M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.06K+ 7.6% |
$47K - $55.8K
|
15K
$921K
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.04KNew |
$46.4K - $55.1K
|
1.04K
$64.2K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.02KNew |
$45.5K - $54K
|
1.02K
$63K
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.02K+ 17.09% |
$45.5K - $53.9K
|
7.01K
$431K
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.02K+ 64.15% |
$45.4K - $53.8K
|
2.61K
$161K
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1K+ 5.76% |
$44.5K - $52.7K
|
18.4K
$1.13M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
997+ 1.39% |
$44.3K - $52.6K
|
72.8K
$4.48M
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
994+ 3.91% |
$44.2K - $52.4K
|
26.4K
$1.62M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
968+ 16.46% |
$43K - $51K
|
6.85K
$421K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
915+ 7.16% |
$40.7K - $48.2K
|
13.7K
$843K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
900New |
$40K - $47.5K
|
900
$55.4K
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
900+ 21.45% |
$40K - $47.5K
|
5.1K
$314K
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
867+ 3.39% |
$38.6K - $45.7K
|
26.4K
$1.63M
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
855+ 17.63% |
$38K - $45.1K
|
5.71K
$351K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
835+ 0.52% |
$37.1K - $44K
|
161K
$9.91M
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
834+ 7.92% |
$37.1K - $44K
|
11.4K
$699K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
800+ 4.2% |
$35.6K - $42.2K
|
19.9K
$1.22M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
790+ 3.35% |
$35.1K - $41.7K
|
24.4K
$1.5M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
777+ 2.89% |
$34.6K - $41K
|
27.7K
$1.7M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
710+ 0.62% |
$31.6K - $37.4K
|
115K
$7.1M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
710+ 0.62% |
$31.6K - $37.4K
|
115K
$7.1M
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
684+ 570.0% |
$30.4K - $36.1K
|
804
$49.5K
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
682+ 0.96% |
$30.3K - $36K
|
71.5K
$4.4M
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
681+ 3.58% |
$30.3K - $35.9K
|
19.7K
$1.21M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
675+ 0.87% |
$30K - $35.6K
|
78.6K
$4.84M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
663+ 1.92% |
$29.5K - $35K
|
35.2K
$2.17M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
652+ 6.83% |
$29K - $34.4K
|
10.2K
$627K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
650+ 0.73% |
$28.9K - $34.3K
|
89.4K
$5.5M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
646+ 16.63% |
$28.7K - $34.1K
|
4.53K
$279K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
646+ 16.63% |
$28.7K - $34.1K
|
4.53K
$279K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
628New |
$27.9K - $33.1K
|
628
$38.6K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
586+ 2.67% |
$26.1K - $30.9K
|
22.5K
$1.39M
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
575+ 6.45% |
$25.6K - $30.3K
|
9.49K
$584K
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
566+ 7.24% |
$25.2K - $29.8K
|
8.38K
$516K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
548+ 1.08% |
$24.4K - $28.9K
|
51.3K
$3.16M
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
545+ 6.43% |
$24.2K - $28.7K
|
9.02K
$555K
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
542+ 1.87% |
$24.1K - $28.6K
|
29.5K
$1.81M
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
539+ 1.92% |
$24K - $28.4K
|
28.6K
$1.76M
|
|
Oct 28, 2022
Q3 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
506+ 9.96% |
$22.5K - $26.7K
|
5.59K
$344K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
505+ 0.54% |
$22.5K - $26.6K
|
93.8K
$5.77M
|