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
|
Signal Point Asset Management, LLC
|
BUY
|
- |
100+ 1.2% |
$4.45K - $5.27K
|
8.41K
$518K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 1.66% |
$4.45K - $5.27K
|
6.13K
$377K
|
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
100+ 1.35% |
$4.45K - $5.27K
|
7.5K
$461K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
94+ 0.41% |
$4.18K - $4.96K
|
22.9K
$1.41M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
79+ 0.22% |
$3.51K - $4.17K
|
35.7K
$2.19M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
76+ 0.87% |
$3.38K - $4.01K
|
8.86K
$545K
|
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
75+ 0.38% |
$3.34K - $3.95K
|
19.8K
$1.22M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
69+ 9.75% |
$3.07K - $3.64K
|
777
$47.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
66+ 0.48% |
$2.94K - $3.48K
|
13.8K
$849K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
57+ 0.32% |
$2.53K - $3.01K
|
17.9K
$1.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
55+ 0.36% |
$2.45K - $2.9K
|
15.3K
$940K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
47+ 27.01% |
$2.09K - $2.48K
|
221
$13.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
45+ 0.57% |
$2K - $2.37K
|
7.95K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
44+ 0.45% |
$1.96K - $2.32K
|
9.72K
$598K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
43+ 0.37% |
$1.91K - $2.27K
|
11.8K
$725K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
42+ 0.69% |
$1.87K - $2.21K
|
6.12K
$377K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
41+ 0.44% |
$1.82K - $2.16K
|
9.3K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
37+ 0.43% |
$1.65K - $1.95K
|
8.67K
$533K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
35+ 0.52% |
$1.56K - $1.85K
|
6.72K
$413K
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
32+ 0.44% |
$1.42K - $1.69K
|
7.36K
$453K
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.35% |
$1.29K - $1.53K
|
8.26K
$508K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
27+ 0.08% |
$1.2K - $1.42K
|
32.2K
$1.98M
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
25+ 0.26% |
$1.11K - $1.32K
|
9.64K
$593K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
20+ 0.78% |
$889 - $1.05K
|
2.59K
$160K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
19+ 0.76% |
$845 - $1K
|
2.53K
$156K
|
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
14+ 0.21% |
$623 - $738
|
6.58K
$405K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
13+ 0.75% |
$578 - $685
|
1.75K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12+ 0.02% |
$534 - $633
|
64.4K
$3.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 0.25% |
$489 - $580
|
4.37K
$269K
|
|
|
Oct 11, 2022
Q3 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
7+ 0.1% |
$311 - $369
|
6.74K
$414K
|
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
7+ 0.06% |
$311 - $369
|
11.5K
$707K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
6New |
$267 - $316
|
6
$369
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5+ 0.86% |
$222 - $264
|
587
$36.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.06% |
$178 - $211
|
7.07K
$435K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3+ 0.02% |
$133 - $158
|
17.2K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.06% |
$133 - $158
|
4.86K
$299K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.14% |
$88.9 - $105
|
1.44K
$88.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.43% |
$88.9 - $105
|
462
$28.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$88.9 - $105
|
1.49K
$91.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1+ 0.01% |
$44.5 - $52.7
|
7.08K
$435K
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
1+ 0.0% |
$44.5 - $52.7
|
22K
$1.35M
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$44.5 - $52.7
|
11.8K
$728K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$44.5 - $52.7
|
20.9K
$1.29M
|
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-1- -0.0% |
$44.5 - $52.7
|
97.7K
$6.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1- 0.02% |
$44.5 - $52.7
|
6.52K
$401K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5- 0.14% |
$222 - $264
|
3.62K
$223K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5- 0.02% |
$222 - $264
|
27.9K
$1.72M
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-8- 0.03% |
$356 - $422
|
25.2K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-15- 0.11% |
$667 - $791
|
13.9K
$858K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-18- 0.16% |
$800 - $949
|
11.5K
$709K
|