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 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
783New |
$39.7K - $43.9K
|
783
$48.4K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
741+ 18.12% |
$37.5K - $41.5K
|
4.83K
$298K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
708New |
$35.9K - $39.7K
|
708
$43.7K
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
669+ 12.81% |
$33.9K - $37.5K
|
5.89K
$364K
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
665+ 0.93% |
$33.7K - $37.3K
|
72.3K
$4.47M
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
652+ 3.31% |
$33K - $36.6K
|
20.3K
$1.26M
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
643+ 8.81% |
$32.6K - $36K
|
7.94K
$490K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
640+ 1.49% |
$32.4K - $35.9K
|
43.6K
$2.69M
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
637+ 29.81% |
$32.3K - $35.7K
|
2.77K
$171K
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
631New |
$32K - $35.4K
|
631
$39K
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
617+ 453.68% |
$31.3K - $34.6K
|
753
$46.5K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
617+ 6.86% |
$31.3K - $34.6K
|
9.62K
$594K
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
599+ 0.6% |
$30.3K - $33.6K
|
100K
$6.19M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
590+ 2.48% |
$29.9K - $33.1K
|
24.4K
$1.51M
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
574+ 1.16% |
$29.1K - $32.2K
|
50.2K
$3.1M
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
565+ 2.44% |
$28.6K - $31.7K
|
23.7K
$1.46M
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
556+ 47.48% |
$28.2K - $31.2K
|
1.73K
$107K
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
537+ 3.58% |
$27.2K - $30.1K
|
15.5K
$960K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
535+ 0.15% |
$27.1K - $30K
|
363K
$22.4M
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
505New |
$25.6K - $28.3K
|
505
$31.2K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
500New |
$25.3K - $28K
|
500
$30.9K
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
500+ 3.23% |
$25.3K - $28K
|
16K
$987K
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
490+ 7.76% |
$24.8K - $27.5K
|
6.8K
$420K
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
456+ 4.38% |
$23.1K - $25.6K
|
10.9K
$671K
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
455+ 1.25% |
$23.1K - $25.5K
|
36.8K
$2.27M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
432New |
$21.9K - $24.2K
|
432
$26.7K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
432+ 1.68% |
$21.9K - $24.2K
|
26.1K
$1.61M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
432+ 1.68% |
$21.9K - $24.2K
|
26.1K
$1.61M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
413+ 5.56% |
$20.9K - $23.2K
|
7.84K
$484K
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
399+ 10.97% |
$20.2K - $22.4K
|
4.04K
$249K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
379New |
$19.2K - $21.2K
|
379
$23.4K
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
377New |
$19.1K - $21.1K
|
377
$23.3K
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
375+ 1.83% |
$19K - $21K
|
20.9K
$1.29M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
350+ 30.41% |
$17.7K - $19.6K
|
1.5K
$92.7K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
349+ 32.26% |
$17.7K - $19.6K
|
1.43K
$88.4K
|
|
May 16, 2022
Q1 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
346+ 3.26% |
$17.5K - $19.4K
|
11K
$677K
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
305+ 5.32% |
$15.5K - $17.1K
|
6.04K
$373K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
291+ 0.62% |
$14.7K - $16.3K
|
47.2K
$2.92M
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
278+ 0.15% |
$14.1K - $15.6K
|
185K
$11.4M
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
265+ 27.89% |
$13.4K - $14.9K
|
1.22K
$75.1K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
251+ 10.23% |
$12.7K - $14.1K
|
2.7K
$167K
|
|
Apr 19, 2022
Q1 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
245+ 0.22% |
$12.4K - $13.7K
|
114K
$7.04M
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
244+ 2.16% |
$12.4K - $13.7K
|
11.6K
$714K
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
240+ 1.29% |
$12.2K - $13.5K
|
18.9K
$1.16M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
235+ 0.33% |
$11.9K - $13.2K
|
72K
$4.45M
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
225+ 4.49% |
$11.4K - $12.6K
|
5.24K
$324K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
216+ 88.89% |
$10.9K - $12.1K
|
459
$28.4K
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
210+ 2.44% |
$10.6K - $11.8K
|
8.83K
$545K
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
207+ 0.34% |
$10.5K - $11.6K
|
61.7K
$3.81M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
201+ 1.16% |
$10.2K - $11.3K
|
17.5K
$1.08M
|