ISHARES TR/CORE DIVID GR ETF Institutional Ownership (BMV:DGRO)

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Today's Range N/A

50-Day Range

$37.01

MA: $38.30▼

$39.27

52-Week Range N/A

VolumeN/A

Average Volume330 shs

Market CapitalizationN/A

P/E RatioN/A

Dividend YieldN/A

BetaN/A

Institutional Ownership Changes (13F Filings) for ISHARES TR/CORE DIVID GR ETF (BMV:DGRO)

Institutional Buying and Selling by Quarter

ISHARES TR/CORE DIVID GR ETF (BMV DGRO) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/27/2019	Rehmann Capital Advisory Group	27,025	$1.03M	0.1%	-28.0%	0.000%
8/26/2019	Atria Investments LLC	729,540	$42.90M	1.1%	N/A	0.000%
8/20/2019	Financial Insights Inc.	27,896	$1.05M	1.1%	+5.0%	0.000%
8/20/2019	Global Wealth Management Investment Advisory Inc.	5,527	$0.21M	0.1%	+31.4%	0.000%
8/19/2019	WealthPLAN Partners LLC	710,670	$27.01M	4.1%	-2.0%	0.000%
8/19/2019	Colony Group LLC	45,150	$1.73M	0.1%	-14.7%	0.000%
8/17/2019	Royal Bank of Canada	1,949,029	$74.45M	0.0%	+41.0%	0.000%
8/17/2019	UBS Group AG	2,826,046	$107.96M	0.0%	+11.1%	0.000%
8/17/2019	Ladenburg Thalmann Financial Services Inc.	913,807	$35.02M	0.3%	+46.5%	0.000%
8/16/2019	Susquehanna International Group LLP	49,778	$1.90M	0.0%	N/A	0.000%
8/15/2019	Mutual Advisors LLC	56,523	$2.16M	0.3%	-81.8%	0.000%
8/15/2019	Cambridge Investment Research Advisors Inc.	510,336	$19.50M	0.2%	+32.9%	0.000%
8/15/2019	BRYN MAWR TRUST Co	12,152	$0.46M	0.0%	+27.6%	0.000%
8/15/2019	Integrated Wealth Concepts LLC	6,267	$0.24M	0.0%	N/A	0.000%
8/15/2019	grace capital	2,968	$0.11M	0.1%	+35.8%	0.000%
8/15/2019	Stonebridge Capital Advisors LLC	876	$33K	0.0%	N/A	0.000%
8/15/2019	Financial Partners Group Inc	103,472	$3.95M	1.9%	-67.3%	0.000%
8/15/2019	Northstar Wealth Partners LLC	23,203	$0.89M	0.4%	+34.3%	0.000%
8/15/2019	Centaurus Financial Inc.	3,605	$0.14M	0.0%	N/A	0.000%
8/15/2019	Jane Street Group LLC	423,132	$16.16M	0.0%	N/A	0.000%
8/14/2019	Citadel Advisors LLC	59,349	$2.27M	0.0%	N/A	0.000%
8/14/2019	Morgan Stanley	6,945,617	$265.32M	0.1%	+6.3%	0.000%
8/14/2019	Nelson Van Denburg & Campbell Wealth Management Group LLC	195,455	$7.47M	1.3%	N/A	0.000%
8/14/2019	Karpus Management Inc.	610,531	$23.32M	0.8%	+9.7%	0.000%
8/14/2019	Bank of America Corp DE	13,945,309	$532.71M	0.1%	+4.3%	0.000%
8/14/2019	Baker Avenue Asset Management LP	334,016	$12.76M	1.0%	+8.1%	0.000%
8/14/2019	Assetmark Inc.	281,962	$10.77M	0.1%	-2.6%	0.000%
8/14/2019	Institutional & Family Asset Management LLC	677	$26K	0.0%	-75.6%	0.000%
8/14/2019	Massmutual Trust Co. FSB ADV	1,491	$57K	0.0%	-26.8%	0.000%
8/14/2019	Gladstone Institutional Advisory LLC	23,549	$0.90M	0.3%	N/A	0.000%
8/14/2019	Marietta Wealth Management LLC	5,644	$0.22M	0.1%	N/A	0.000%
8/14/2019	Private Advisor Group LLC	704,513	$26.91M	0.5%	+8.7%	0.000%
8/14/2019	STA Wealth Management LLC	6,661	$0.25M	0.1%	N/A	0.000%
8/14/2019	Lido Advisors LLC	6,043	$0.23M	0.0%	N/A	0.000%
8/13/2019	Tranquility Partners LLC	64,531	$2.47M	2.7%	N/A	0.000%
8/13/2019	ERTS Wealth Advisors LLC	74,305	$2.84M	1.6%	-51.8%	0.000%
8/13/2019	Tower Research Capital LLC TRC	2,022	$77K	0.0%	+174.7%	0.000%
8/13/2019	BlackRock Inc.	736,377	$28.13M	0.0%	+50.0%	0.000%
8/13/2019	RMB Capital Management LLC	98,933	$3.78M	0.1%	-13.6%	0.000%
8/13/2019	US Bancorp DE	72,034	$2.75M	0.0%	+600.2%	0.000%
8/13/2019	HighTower Advisors LLC	241,802	$9.24M	0.1%	+2.9%	0.000%
8/13/2019	United Capital Financial Advisers LLC	16,221	$0.62M	0.0%	+9.8%	0.000%
8/13/2019	Scotia Capital Inc.	33,313	$1.27M	0.0%	+37.1%	0.000%
8/13/2019	Perritt Capital Management Inc.	41,083	$1.57M	0.6%	-2.3%	0.000%
8/13/2019	Parametric Portfolio Associates LLC	11,143	$0.43M	0.0%	-17.7%	0.000%
8/13/2019	TCG Advisors LP	5,012	$0.19M	0.2%	+144.5%	0.000%
8/13/2019	MML Investors Services LLC	1,126,850	$43.05M	0.6%	+5.2%	0.000%
8/13/2019	D.A. Davidson & CO.	104,444	$3.99M	0.1%	+21.9%	0.000%
8/13/2019	Matisse Capital	10,679	$0.41M	0.5%	+49.3%	0.000%
8/12/2019	First Heartland Consultants Inc.	16,623	$0.64M	0.2%	+35.9%	0.000%
8/12/2019	Cetera Advisor Networks LLC	201,802	$7.70M	0.2%	+3.2%	0.000%
8/12/2019	Cetera Advisors LLC	344,167	$13.15M	0.6%	+3.8%	0.000%
8/12/2019	Emerald Investment Partners LLC	220,963	$8.44M	4.9%	-1.1%	0.000%
8/12/2019	Cetera Investment Advisers	33,860	$1.30M	0.2%	+11.2%	0.000%
8/12/2019	First Allied Advisory Services Inc.	523,676	$20M	0.7%	+36.3%	0.000%
8/12/2019	Bank of New York Mellon Corp	10,144	$0.39M	0.0%	-45.7%	0.000%
8/12/2019	M&T Bank Corp	63,585	$2.43M	0.0%	-0.8%	0.000%
8/10/2019	Redhawk Wealth Advisors Inc.	86,648	$3.31M	1.3%	-4.9%	0.000%
8/10/2019	LPL Financial LLC	3,120,127	$119.19M	0.3%	+13.0%	0.000%
8/10/2019	Oppenheimer & Co. Inc.	26,132	$1M	0.0%	+16.6%	0.000%
8/9/2019	Northeast Financial Consultants Inc	33,063	$1.26M	0.1%	N/A	0.000%
8/9/2019	Atria Investments LLC	729,540	$42.90M	2.1%	N/A	0.000%
8/9/2019	Bank of Montreal Can	12,265	$0.47M	0.0%	+55.8%	0.000%
8/9/2019	Wealthsource Partners LLC	29,997	$1.15M	0.2%	N/A	0.000%
8/9/2019	Mendel Money Management	11,818	$0.45M	0.4%	N/A	0.000%
8/9/2019	Financial Advocates Investment Management	15,545	$0.59M	0.1%	+18.1%	0.000%
8/9/2019	Vicus Capital	28,740	$1.10M	0.2%	-1.9%	0.000%
8/8/2019	Capital Investment Advisory Services LLC	11,280	$0.44M	0.1%	+110.9%	0.000%
8/8/2019	Albion Financial Group UT	49,107	$1.88M	0.2%	-1.0%	0.000%
8/8/2019	Sawtooth Solutions LLC	12,256	$0.47M	0.0%	+23.2%	0.000%
8/8/2019	Concorde Asset Management LLC	6,316	$0.24M	0.1%	-8.8%	0.000%
8/7/2019	Harwood Advisory Group LLC	20,725	$0.79M	0.2%	+5.8%	0.000%
8/7/2019	JPMorgan Chase & Co.	20,482,725	$777.11M	0.2%	+7.2%	0.000%
8/6/2019	Biondo Investment Advisors LLC	18,725	$0.72M	0.2%	+2.3%	0.000%
8/6/2019	Wells Fargo & Company MN	2,880,722	$110.04M	0.0%	+15.0%	0.000%
8/6/2019	Strategic Wealth Partners Ltd.	562,846	$21.50M	10.4%	+0.7%	0.000%
8/6/2019	Good Life Advisors LLC	18,075	$0.69M	0.2%	+7.6%	0.000%
8/6/2019	Western Wealth Management LLC	44,817	$1.71M	0.2%	+13.6%	0.000%
8/6/2019	Insight Wealth Strategies LLC	15,159	$0.58M	0.1%	-55.9%	0.000%
8/6/2019	Lincoln National Corp	236,001	$9.02M	0.3%	+16.7%	0.000%
8/6/2019	Mid Atlantic Financial Management Inc. ADV	27,532	$1.05M	0.1%	+7.4%	0.000%
8/6/2019	Pasadena Private Wealth LLC	22,308	$0.85M	0.4%	N/A	0.000%
8/6/2019	ACG Wealth	47,160	$1.80M	0.2%	+9.0%	0.000%
8/5/2019	PFG Advisors	12,370	$0.49M	0.1%	-15.9%	0.000%
8/5/2019	Homrich & Berg	190,273	$7.27M	0.4%	+7.4%	0.000%
8/5/2019	Ausdal Financial Partners Inc.	58,763	$2.30M	0.9%	+95.4%	0.000%
8/5/2019	National Asset Management Inc.	159,028	$6.08M	0.7%	+30.5%	0.000%
8/5/2019	FTB Advisors Inc.	40,909	$1.56M	0.1%	N/A	0.000%
8/5/2019	Wintrust Investments LLC	20,846	$0.80M	0.1%	+2.9%	0.000%
8/5/2019	Parallel Advisors LLC	11,876	$0.45M	0.0%	-47.9%	0.000%
8/5/2019	Fiduciary Group LLC	81,246	$3.10M	0.6%	-2.1%	0.000%
8/5/2019	Magnus Financial Group LLC	8,139	$0.31M	0.1%	N/A	0.000%
8/5/2019	Weaver Consulting Group	58,837	$2.25M	1.2%	+11.4%	0.000%
8/5/2019	180 Wealth Advisors LLC	121,201	$4.64M	2.1%	+2.1%	0.000%
8/5/2019	GWM Advisors LLC	148,839	$5.69M	0.3%	+3.2%	0.000%
8/2/2019	Cornerstone Wealth Management LLC	113,020	$4.33M	0.8%	+0.7%	0.000%
8/2/2019	F3Logic LLC	730,711	$27.91M	5.2%	-12.5%	0.000%
8/2/2019	Envestnet Asset Management Inc.	4,608,795	$176.06M	0.2%	+69.1%	0.000%
8/1/2019	Fernwood Investment Management LLC	47,653	$1.82M	1.0%	+3.9%	0.000%
8/1/2019	Parsons Capital Management Inc. RI	44,577	$1.70M	0.2%	+6.7%	0.000%

(Data available from 1/1/2016 forward)

This page was last updated on 2/24/2020 by MarketBeat.com Staff

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ISHARES TR/CORE DIVID GR ETF Institutional Ownership (BMV:DGRO)

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Institutional Ownership Changes (13F Filings) for ISHARES TR/CORE DIVID GR ETF (BMV:DGRO)

Institutional Buying and Selling by Quarter

ISHARES TR/CORE DIVID GR ETF (BMV DGRO) Institutional Buying and Selling

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