Purchases and Sales Made in Q2 2022 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
267+ 1.82% |
$12.2K - $14.3K
|
14.9K
$951K
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
256New |
$11.7K - $13.7K
|
256
$16.3K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
253+ 1.0% |
$11.6K - $13.6K
|
25.6K
$1.63M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
250+ 2.8% |
$11.5K - $13.4K
|
9.17K
$585K
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
243+ 2.73% |
$11.1K - $13K
|
9.15K
$584K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
230+ 0.42% |
$10.5K - $12.3K
|
55.3K
$3.53M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
216+ 1.12% |
$9.9K - $11.6K
|
19.5K
$1.24M
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
214+ 1.61% |
$9.81K - $11.5K
|
13.5K
$862K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
213+ 0.35% |
$9.76K - $11.4K
|
60.6K
$3.86M
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
189+ 1.4% |
$8.66K - $10.1K
|
13.7K
$877K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
189+ 9.45% |
$8.66K - $10.1K
|
2.19K
$140K
|
|
Jul 08, 2022
Q2 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
188+ 2.87% |
$8.62K - $10.1K
|
6.73K
$429K
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
185+ 1.29% |
$8.48K - $9.93K
|
14.6K
$930K
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
177+ 0.25% |
$8.11K - $9.5K
|
70.1K
$4.47M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
175+ 0.61% |
$8.02K - $9.4K
|
28.8K
$1.84M
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
174New |
$7.98K - $9.34K
|
174
$11.1K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
174+ 1.81% |
$7.98K - $9.34K
|
9.79K
$625K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
173+ 1.15% |
$7.93K - $9.29K
|
15.2K
$971K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
171+ 2.67% |
$7.84K - $9.18K
|
6.57K
$419K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
169+ 4.03% |
$7.75K - $9.07K
|
4.36K
$278K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
168New |
$7.7K - $9.02K
|
168
$10.7K
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
158+ 3.12% |
$7.24K - $8.48K
|
5.22K
$333K
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
151+ 0.95% |
$6.92K - $8.11K
|
16.1K
$1.03M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
148+ 6.98% |
$6.78K - $7.95K
|
2.27K
$145K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
128+ 1.89% |
$5.87K - $6.87K
|
6.89K
$440K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
126+ 0.48% |
$5.78K - $6.76K
|
26.3K
$1.68M
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
122+ 0.49% |
$5.59K - $6.55K
|
25K
$1.59M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
120New |
$5.5K - $6.44K
|
120
$7.66K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
117+ 3.11% |
$5.36K - $6.28K
|
3.88K
$248K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
117+ 3.11% |
$5.36K - $6.28K
|
3.88K
$248K
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
100+ 1.2% |
$4.58K - $5.37K
|
8.46K
$540K
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
98+ 0.5% |
$4.49K - $5.26K
|
19.9K
$1.27M
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
97+ 27.09% |
$4.45K - $5.21K
|
455
$29K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
95+ 0.07% |
$4.35K - $5.1K
|
137K
$8.71M
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
89+ 0.85% |
$4.08K - $4.78K
|
10.5K
$672K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
89+ 0.94% |
$4.08K - $4.78K
|
9.54K
$609K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
81New |
$3.71K - $4.35K
|
81
$5.17K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
81+ 0.1% |
$3.71K - $4.35K
|
78K
$4.98M
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
BUY
|
- |
73+ 1.71% |
$3.35K - $3.92K
|
4.35K
$277K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
65New |
$2.98K - $3.49K
|
65
$4.15K
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
51+ 1.16% |
$2.34K - $2.74K
|
4.46K
$285K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50+ 5.78% |
$2.29K - $2.68K
|
915
$58.4K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
49New |
$2.25K - $2.63K
|
49
$3.13K
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
47+ 0.5% |
$2.15K - $2.52K
|
9.46K
$604K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
39New |
$1.79K - $2.09K
|
39
$2.49K
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
34+ 0.18% |
$1.56K - $1.83K
|
18.9K
$1.21M
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
34+ 0.52% |
$1.56K - $1.83K
|
6.52K
$416K
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
29+ 0.51% |
$1.33K - $1.56K
|
5.67K
$362K
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
27+ 0.5% |
$1.24K - $1.45K
|
5.38K
$343K
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
25+ 0.29% |
$1.15K - $1.34K
|
8.63K
$551K
|