Purchases and Sales Made in Q4 2021 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.91M+ 390.84% |
$96.2M - $106M
|
2.4M
$151M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
1.4MNew |
$70.5M - $77.9M
|
1.4M
$88.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08M+ 6.93% |
$54.3M - $59.9M
|
16.6M
$1.05B
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
782KNew |
$39.4M - $43.5M
|
782K
$49.3M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
753K+ 2.27% |
$38M - $41.9M
|
33.9M
$2.14B
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
506KNew |
$25.5M - $28.2M
|
506K
$31.9M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
491KNew |
$24.8M - $27.4M
|
491K
$31M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
449K+ 6.39% |
$22.6M - $25M
|
7.48M
$471M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
420KNew |
$21.2M - $23.4M
|
420K
$26.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
413K+ 9.81% |
$20.8M - $23M
|
4.62M
$291M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
386K+ 2.56% |
$19.5M - $21.5M
|
15.5M
$976M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
384KNew |
$19.4M - $21.4M
|
384K
$24.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
342K+ 19.44% |
$17.2M - $19M
|
2.1M
$132M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
316KNew |
$16M - $17.6M
|
316K
$19.9M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
309K+ 16.09% |
$15.6M - $17.2M
|
2.23M
$141M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
294K+ 53.08% |
$14.8M - $16.4M
|
847K
$53.4M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
279KNew |
$14.1M - $15.6M
|
279K
$17.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
272KNew |
$13.7M - $15.2M
|
272K
$17.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
262K+ 3.9% |
$13.2M - $14.6M
|
6.98M
$440M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
262K+ 753.43% |
$13.2M - $14.6M
|
297K
$18.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
258K+ 5.81% |
$13M - $14.3M
|
4.69M
$296M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
234K+ 6.95% |
$11.8M - $13M
|
3.6M
$227M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
228K+ 3.21% |
$11.5M - $12.7M
|
7.35M
$463M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
227KNew |
$11.4M - $12.6M
|
227K
$14.3M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
203KNew |
$10.2M - $11.3M
|
203K
$12.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
201KNew |
$10.1M - $11.2M
|
201K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
201K+ 4.83% |
$10.1M - $11.2M
|
4.36M
$275M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
173KNew |
$8.71M - $9.61M
|
173K
$10.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
170KNew |
$8.59M - $9.49M
|
170K
$10.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
169K+ 65.31% |
$8.5M - $9.39M
|
427K
$26.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
167K+ 6.37% |
$8.41M - $9.29M
|
2.78M
$176M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
160KNew |
$8.08M - $8.92M
|
160K
$10.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
155K+ 2.59% |
$7.83M - $8.64M
|
6.15M
$388M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
154K+ 2.65% |
$7.78M - $8.59M
|
5.98M
$377M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
154KNew |
$7.75M - $8.56M
|
154K
$9.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
149K+ 125.52% |
$7.53M - $8.31M
|
268K
$16.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
144K+ 8.0% |
$7.29M - $8.04M
|
1.95M
$123M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
144K+ 2.83% |
$7.25M - $8M
|
5.23M
$330M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
139KNew |
$7.03M - $7.76M
|
139K
$8.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
117KNew |
$5.9M - $6.51M
|
117K
$7.37M
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
111K+ 96.37% |
$5.58M - $6.16M
|
225K
$14.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
109K+ 37.3% |
$5.49M - $6.06M
|
401K
$25.3M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
104KNew |
$5.23M - $5.77M
|
104K
$6.53M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
99.3KNew |
$5.01M - $5.53M
|
99.3K
$6.26M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
95KNew |
$4.79M - $5.29M
|
95K
$5.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
89.9K+ 12.9% |
$4.54M - $5.01M
|
787K
$49.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
84KNew |
$4.24M - $4.68M
|
84K
$5.29M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
79.4KNew |
$4.01M - $4.42M
|
79.4K
$5.01M
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
79.2K+ 17.16% |
$3.99M - $4.41M
|
541K
$34.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
76.1KNew |
$3.84M - $4.24M
|
76.1K
$4.8M
|