Purchases and Sales Made in Q1 2022 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
6.48K+ 10.19% |
$328K - $363K
|
70.1K
$4.45M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.45K+ 44.12% |
$327K - $362K
|
21.1K
$1.34M
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.4KNew |
$324K - $359K
|
6.4K
$407K
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
6.36K+ 12.11% |
$322K - $357K
|
58.9K
$3.75M
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
6.22K+ 8.7% |
$315K - $349K
|
77.7K
$4.94M
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
6.13KNew |
$310K - $343K
|
6.13K
$389K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
6.12K+ 235.79% |
$310K - $343K
|
8.72K
$554K
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
6.11K+ 3.36% |
$309K - $342K
|
188K
$11.9M
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
6.02KNew |
$305K - $337K
|
6.02K
$383K
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6KNew |
$304K - $336K
|
6K
$381K
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
5.93K+ 6.24% |
$301K - $333K
|
101K
$6.42M
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
5.8K+ 10.47% |
$294K - $325K
|
61.2K
$3.89M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.8K+ 94.66% |
$294K - $325K
|
11.9K
$758K
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.67KNew |
$287K - $318K
|
5.67K
$360K
|
|
May 12, 2022
Q1 2022
|
Davidson Investment Advisors
|
BUY
|
- |
5.64K+ 72.59% |
$285K - $316K
|
13.4K
$851K
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
5.35K+ 26.91% |
$271K - $300K
|
25.2K
$1.6M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
5.34KNew |
$271K - $300K
|
5.34K
$340K
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.3KNew |
$269K - $297K
|
5.3K
$337K
|
|
May 19, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.27KNew |
$267K - $295K
|
5.27K
$335K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.25K+ 63.31% |
$266K - $294K
|
13.5K
$860K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.24K+ 32.45% |
$266K - $294K
|
21.4K
$1.36M
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.24K+ 1.79% |
$265K - $294K
|
298K
$18.9M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
5.23K+ 3.26% |
$265K - $293K
|
165K
$10.5M
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
5.22K+ 2.83% |
$264K - $293K
|
190K
$12.1M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.21K+ 7.54% |
$264K - $292K
|
74.3K
$4.72M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.2K+ 47.73% |
$263K - $292K
|
16.1K
$1.02M
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
5.13K+ 7.39% |
$260K - $287K
|
74.5K
$4.74M
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
5.06K+ 6.96% |
$256K - $284K
|
77.8K
$4.94M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.05KNew |
$256K - $283K
|
5.05K
$321K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5K+ 16.75% |
$253K - $280K
|
34.9K
$2.22M
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
5K+ 37.45% |
$253K - $280K
|
18.4K
$1.17M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.98K+ 24.93% |
$252K - $279K
|
24.9K
$1.58M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.97K+ 14.87% |
$252K - $279K
|
38.4K
$2.44M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.95KNew |
$251K - $278K
|
4.95K
$315K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
4.95K+ 12.45% |
$251K - $277K
|
44.7K
$2.84M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.91K+ 3.19% |
$248K - $275K
|
159K
$10.1M
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
4.87K+ 43.89% |
$247K - $273K
|
16K
$1.02M
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.86KNew |
$246K - $273K
|
4.86K
$309K
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.83K+ 14.04% |
$245K - $271K
|
39.2K
$2.49M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
4.8KNew |
$243K - $269K
|
4.8K
$305K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.79K+ 4.1% |
$243K - $269K
|
122K
$7.74M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.74K+ 4.7% |
$240K - $266K
|
106K
$6.71M
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.73KNew |
$240K - $265K
|
4.73K
$301K
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.73KNew |
$240K - $265K
|
4.73K
$301K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.65K+ 20.56% |
$235K - $261K
|
27.3K
$1.73M
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.62K+ 29.67% |
$234K - $259K
|
20.2K
$1.28M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.61K+ 18.16% |
$234K - $259K
|
30K
$1.91M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.58K+ 5.84% |
$232K - $257K
|
82.9K
$5.27M
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.55K+ 9.37% |
$230K - $255K
|
53.1K
$3.37M
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.5K+ 35.43% |
$228K - $252K
|
17.2K
$1.09M
|