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 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
503+ 1.08% |
$22.4K - $26.5K
|
47.2K
$2.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
489+ 6.59% |
$21.7K - $25.8K
|
7.91K
$487K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
455+ 0.74% |
$20.2K - $24K
|
62.1K
$3.82M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
447+ 61.66% |
$19.9K - $23.6K
|
1.17K
$72.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
446+ 5.88% |
$19.8K - $23.5K
|
8.04K
$494K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
434+ 145.64% |
$19.3K - $22.9K
|
732
$45K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
431New |
$19.2K - $22.7K
|
431
$26.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
430+ 2.33% |
$19.1K - $22.7K
|
18.9K
$1.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
427New |
$19K - $22.5K
|
427
$26.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
402+ 1.74% |
$17.9K - $21.2K
|
23.5K
$1.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
400+ 11.66% |
$17.8K - $21.1K
|
3.83K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
338+ 0.57% |
$15K - $17.8K
|
59.3K
$3.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
328+ 6.09% |
$14.6K - $17.3K
|
5.72K
$352K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
324+ 0.55% |
$14.4K - $17.1K
|
59.2K
$3.64M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
318+ 1.83% |
$14.1K - $16.8K
|
17.7K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
307+ 0.93% |
$13.7K - $16.2K
|
33.2K
$2.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
307New |
$13.7K - $16.2K
|
307
$18.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
303+ 18.31% |
$13.5K - $16K
|
1.96K
$120K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
301+ 371.6% |
$13.4K - $15.9K
|
382
$23.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
291+ 3.02% |
$12.9K - $15.3K
|
9.93K
$611K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
274+ 0.57% |
$12.2K - $14.4K
|
48.2K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
263+ 1.35% |
$11.7K - $13.9K
|
19.7K
$1.21M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
252+ 3.46% |
$11.2K - $13.3K
|
7.54K
$464K
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
245+ 11.42% |
$10.9K - $12.9K
|
2.39K
$147K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
240+ 0.54% |
$10.7K - $12.7K
|
45K
$2.77M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
224+ 0.9% |
$9.96K - $11.8K
|
25.2K
$1.55M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
223+ 21.57% |
$9.92K - $11.8K
|
1.26K
$77.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
222+ 1.09% |
$9.87K - $11.7K
|
20.6K
$1.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
222+ 3.88% |
$9.87K - $11.7K
|
5.94K
$366K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
211+ 1.32% |
$9.38K - $11.1K
|
16.2K
$998K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
195+ 0.2% |
$8.67K - $10.3K
|
95.4K
$5.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
BUY
|
- |
191+ 1.39% |
$8.49K - $10.1K
|
14K
$859K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
BUY
|
- |
190+ 4.26% |
$8.45K - $10K
|
4.65K
$286K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
189+ 3.48% |
$8.4K - $9.97K
|
5.63K
$346K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
189+ 0.47% |
$8.4K - $9.97K
|
40.3K
$2.48M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
181New |
$8.05K - $9.54K
|
181
$11.1K
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
180+ 0.06% |
$8K - $9.49K
|
283K
$17.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
175+ 0.6% |
$7.78K - $9.23K
|
29.5K
$1.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
170+ 0.65% |
$7.56K - $8.96K
|
26.4K
$1.63M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
150+ 150.0% |
$6.67K - $7.91K
|
250
$15.4K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
149+ 0.33% |
$6.63K - $7.86K
|
45.7K
$2.81M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
149+ 0.75% |
$6.63K - $7.86K
|
20K
$1.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
145+ 0.05% |
$6.45K - $7.65K
|
306K
$18.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
137+ 0.94% |
$6.09K - $7.22K
|
14.6K
$901K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
136+ 18.48% |
$6.05K - $7.17K
|
872
$53.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
132+ 0.66% |
$5.87K - $6.96K
|
20K
$1.23M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
126New |
$5.6K - $6.64K
|
126
$7.75K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
110+ 0.67% |
$4.89K - $5.8K
|
16.5K
$1.01M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
110+ 0.32% |
$4.89K - $5.8K
|
35K
$2.15M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
102+ 0.36% |
$4.54K - $5.38K
|
28.8K
$1.77M
|