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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

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 DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
8/27/2019Rehmann Capital Advisory Group27,025$1.03M0.1%-28.0%0.000%
8/26/2019Atria Investments LLC729,540$42.90M1.1%N/A0.000%
8/20/2019Financial Insights Inc.27,896$1.05M1.1%+5.0%0.000%
8/20/2019Global Wealth Management Investment Advisory Inc.5,527$0.21M0.1%+31.4%0.000%
8/19/2019WealthPLAN Partners LLC710,670$27.01M4.1%-2.0%0.000%
8/19/2019Colony Group LLC45,150$1.73M0.1%-14.7%0.000%
8/17/2019Royal Bank of Canada1,949,029$74.45M0.0%+41.0%0.000%
8/17/2019UBS Group AG2,826,046$107.96M0.0%+11.1%0.000%
8/17/2019Ladenburg Thalmann Financial Services Inc.913,807$35.02M0.3%+46.5%0.000%
8/16/2019Susquehanna International Group LLP49,778$1.90M0.0%N/A0.000%
8/15/2019Mutual Advisors LLC56,523$2.16M0.3%-81.8%0.000%
8/15/2019Cambridge Investment Research Advisors Inc.510,336$19.50M0.2%+32.9%0.000%
8/15/2019BRYN MAWR TRUST Co12,152$0.46M0.0%+27.6%0.000%
8/15/2019Integrated Wealth Concepts LLC6,267$0.24M0.0%N/A0.000%
8/15/2019grace capital2,968$0.11M0.1%+35.8%0.000%
8/15/2019Stonebridge Capital Advisors LLC876$33K0.0%N/A0.000%
8/15/2019Financial Partners Group Inc103,472$3.95M1.9%-67.3%0.000%
8/15/2019Northstar Wealth Partners LLC23,203$0.89M0.4%+34.3%0.000%
8/15/2019Centaurus Financial Inc.3,605$0.14M0.0%N/A0.000%
8/15/2019Jane Street Group LLC423,132$16.16M0.0%N/A0.000%
8/14/2019Citadel Advisors LLC59,349$2.27M0.0%N/A0.000%
8/14/2019Morgan Stanley6,945,617$265.32M0.1%+6.3%0.000%
8/14/2019Nelson Van Denburg & Campbell Wealth Management Group LLC195,455$7.47M1.3%N/A0.000%
8/14/2019Karpus Management Inc.610,531$23.32M0.8%+9.7%0.000%
8/14/2019Bank of America Corp DE13,945,309$532.71M0.1%+4.3%0.000%
8/14/2019Baker Avenue Asset Management LP334,016$12.76M1.0%+8.1%0.000%
8/14/2019Assetmark Inc.281,962$10.77M0.1%-2.6%0.000%
8/14/2019Institutional & Family Asset Management LLC677$26K0.0%-75.6%0.000%
8/14/2019Massmutual Trust Co. FSB ADV1,491$57K0.0%-26.8%0.000%
8/14/2019Gladstone Institutional Advisory LLC23,549$0.90M0.3%N/A0.000%
8/14/2019Marietta Wealth Management LLC5,644$0.22M0.1%N/A0.000%
8/14/2019Private Advisor Group LLC704,513$26.91M0.5%+8.7%0.000%
8/14/2019STA Wealth Management LLC6,661$0.25M0.1%N/A0.000%
8/14/2019Lido Advisors LLC6,043$0.23M0.0%N/A0.000%
8/13/2019Tranquility Partners LLC64,531$2.47M2.7%N/A0.000%
8/13/2019ERTS Wealth Advisors LLC74,305$2.84M1.6%-51.8%0.000%
8/13/2019Tower Research Capital LLC TRC2,022$77K0.0%+174.7%0.000%
8/13/2019BlackRock Inc.736,377$28.13M0.0%+50.0%0.000%
8/13/2019RMB Capital Management LLC98,933$3.78M0.1%-13.6%0.000%
8/13/2019US Bancorp DE72,034$2.75M0.0%+600.2%0.000%
8/13/2019HighTower Advisors LLC241,802$9.24M0.1%+2.9%0.000%
8/13/2019United Capital Financial Advisers LLC16,221$0.62M0.0%+9.8%0.000%
8/13/2019Scotia Capital Inc.33,313$1.27M0.0%+37.1%0.000%
8/13/2019Perritt Capital Management Inc.41,083$1.57M0.6%-2.3%0.000%
8/13/2019Parametric Portfolio Associates LLC11,143$0.43M0.0%-17.7%0.000%
8/13/2019TCG Advisors LP5,012$0.19M0.2%+144.5%0.000%
8/13/2019MML Investors Services LLC1,126,850$43.05M0.6%+5.2%0.000%
8/13/2019D.A. Davidson & CO.104,444$3.99M0.1%+21.9%0.000%
8/13/2019Matisse Capital10,679$0.41M0.5%+49.3%0.000%
8/12/2019First Heartland Consultants Inc.16,623$0.64M0.2%+35.9%0.000%
8/12/2019Cetera Advisor Networks LLC201,802$7.70M0.2%+3.2%0.000%
8/12/2019Cetera Advisors LLC344,167$13.15M0.6%+3.8%0.000%
8/12/2019Emerald Investment Partners LLC220,963$8.44M4.9%-1.1%0.000%
8/12/2019Cetera Investment Advisers33,860$1.30M0.2%+11.2%0.000%
8/12/2019First Allied Advisory Services Inc.523,676$20M0.7%+36.3%0.000%
8/12/2019Bank of New York Mellon Corp10,144$0.39M0.0%-45.7%0.000%
8/12/2019M&T Bank Corp63,585$2.43M0.0%-0.8%0.000%
8/10/2019Redhawk Wealth Advisors Inc.86,648$3.31M1.3%-4.9%0.000%
8/10/2019LPL Financial LLC3,120,127$119.19M0.3%+13.0%0.000%
8/10/2019Oppenheimer & Co. Inc.26,132$1M0.0%+16.6%0.000%
8/9/2019Northeast Financial Consultants Inc33,063$1.26M0.1%N/A0.000%
8/9/2019Atria Investments LLC729,540$42.90M2.1%N/A0.000%
8/9/2019Bank of Montreal Can12,265$0.47M0.0%+55.8%0.000%
8/9/2019Wealthsource Partners LLC29,997$1.15M0.2%N/A0.000%
8/9/2019Mendel Money Management11,818$0.45M0.4%N/A0.000%
8/9/2019Financial Advocates Investment Management15,545$0.59M0.1%+18.1%0.000%
8/9/2019Vicus Capital28,740$1.10M0.2%-1.9%0.000%
8/8/2019Capital Investment Advisory Services LLC11,280$0.44M0.1%+110.9%0.000%
8/8/2019Albion Financial Group UT49,107$1.88M0.2%-1.0%0.000%
8/8/2019Sawtooth Solutions LLC12,256$0.47M0.0%+23.2%0.000%
8/8/2019Concorde Asset Management LLC6,316$0.24M0.1%-8.8%0.000%
8/7/2019Harwood Advisory Group LLC20,725$0.79M0.2%+5.8%0.000%
8/7/2019JPMorgan Chase & Co.20,482,725$777.11M0.2%+7.2%0.000%
8/6/2019Biondo Investment Advisors LLC18,725$0.72M0.2%+2.3%0.000%
8/6/2019Wells Fargo & Company MN2,880,722$110.04M0.0%+15.0%0.000%
8/6/2019Strategic Wealth Partners Ltd.562,846$21.50M10.4%+0.7%0.000%
8/6/2019Good Life Advisors LLC18,075$0.69M0.2%+7.6%0.000%
8/6/2019Western Wealth Management LLC44,817$1.71M0.2%+13.6%0.000%
8/6/2019Insight Wealth Strategies LLC15,159$0.58M0.1%-55.9%0.000%
8/6/2019Lincoln National Corp236,001$9.02M0.3%+16.7%0.000%
8/6/2019Mid Atlantic Financial Management Inc. ADV27,532$1.05M0.1%+7.4%0.000%
8/6/2019Pasadena Private Wealth LLC22,308$0.85M0.4%N/A0.000%
8/6/2019ACG Wealth47,160$1.80M0.2%+9.0%0.000%
8/5/2019PFG Advisors12,370$0.49M0.1%-15.9%0.000%
8/5/2019Homrich & Berg190,273$7.27M0.4%+7.4%0.000%
8/5/2019Ausdal Financial Partners Inc.58,763$2.30M0.9%+95.4%0.000%
8/5/2019National Asset Management Inc.159,028$6.08M0.7%+30.5%0.000%
8/5/2019FTB Advisors Inc.40,909$1.56M0.1%N/A0.000%
8/5/2019Wintrust Investments LLC20,846$0.80M0.1%+2.9%0.000%
8/5/2019Parallel Advisors LLC11,876$0.45M0.0%-47.9%0.000%
8/5/2019Fiduciary Group LLC81,246$3.10M0.6%-2.1%0.000%
8/5/2019Magnus Financial Group LLC8,139$0.31M0.1%N/A0.000%
8/5/2019Weaver Consulting Group58,837$2.25M1.2%+11.4%0.000%
8/5/2019180 Wealth Advisors LLC121,201$4.64M2.1%+2.1%0.000%
8/5/2019GWM Advisors LLC148,839$5.69M0.3%+3.2%0.000%
8/2/2019Cornerstone Wealth Management LLC113,020$4.33M0.8%+0.7%0.000%
8/2/2019F3Logic LLC730,711$27.91M5.2%-12.5%0.000%
8/2/2019Envestnet Asset Management Inc.4,608,795$176.06M0.2%+69.1%0.000%
8/1/2019Fernwood Investment Management LLC47,653$1.82M1.0%+3.9%0.000%
8/1/2019Parsons Capital Management Inc. RI44,577$1.70M0.2%+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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