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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
90+ 0.29% |
$4.54K - $5.01K
|
31.6K
$1.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
77New |
$3.88K - $4.29K
|
77
$4.71K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
72+ 0.07% |
$3.63K - $4.01K
|
96.8K
$5.92M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
64+ 2.58% |
$3.23K - $3.56K
|
2.55K
$156K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
62New |
$3.13K - $3.45K
|
62
$3.79K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
58+ 0.2% |
$2.92K - $3.23K
|
29.6K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
56+ 5.73% |
$2.82K - $3.12K
|
1.03K
$63.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
54+ 1.04% |
$2.72K - $3.01K
|
5.23K
$320K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
51+ 0.55% |
$2.57K - $2.84K
|
9.37K
$573K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 1.85% |
$2.22K - $2.45K
|
2.43K
$148K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
41+ 0.56% |
$2.07K - $2.28K
|
7.31K
$447K
|
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
36+ 0.56% |
$1.82K - $2K
|
6.46K
$395K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
29+ 0.28% |
$1.46K - $1.61K
|
10.5K
$642K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
28+ 0.42% |
$1.41K - $1.56K
|
6.64K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
27+ 0.32% |
$1.36K - $1.5K
|
8.59K
$525K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
22+ 0.27% |
$1.11K - $1.22K
|
8.28K
$506K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
18+ 0.14% |
$908 - $1K
|
12.8K
$782K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
17+ 0.3% |
$857 - $947
|
5.68K
$347K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
13+ 0.52% |
$656 - $724
|
2.49K
$152K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 0.96% |
$555 - $612
|
1.15K
$70.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
11+ 0.19% |
$555 - $612
|
5.73K
$350K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10+ 0.48% |
$504 - $557
|
2.1K
$128K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
9+ 0.22% |
$454 - $501
|
4.16K
$254K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8+ 0.01% |
$403 - $445
|
64.4K
$3.94M
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
7+ 0.02% |
$353 - $390
|
36.9K
$2.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
7+ 0.6% |
$353 - $390
|
1.17K
$71.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6+ 0.56% |
$303 - $334
|
1.08K
$66.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
6+ 0.07% |
$303 - $334
|
9.21K
$563K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.56% |
$303 - $334
|
1.08K
$66.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6+ 0.69% |
$303 - $334
|
871
$53.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5+ 0.1% |
$252 - $278
|
4.83K
$295K
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
5+ 0.07% |
$252 - $278
|
6.9K
$422K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5+ 0.46% |
$252 - $278
|
1.08K
$66.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2+ 0.01% |
$101 - $111
|
14.6K
$895K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$101 - $111
|
1.48K
$90.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.95% |
$50.4 - $55.7
|
106
$6.48K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$50.4 - $55.7
|
13.1K
$801K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$50.4 - $55.7
|
2.45K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.02% |
$50.4 - $55.7
|
4.63K
$283K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$50.4 - $55.7
|
20.9K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$50.4 - $55.7
|
1
$61.2
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1+ 0.0% |
$50.4 - $55.7
|
101K
$6.17M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2- 0.03% |
$101 - $111
|
6.24K
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$151 - $167
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4- 2.86% |
$202 - $223
|
136
$8.32K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-9- 0.07% |
$454 - $501
|
13.5K
$827K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-12- 2.39% |
$605 - $668
|
490
$30K
|
|
|
Jan 20, 2022
Q4 2021
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-12- 0.23% |
$605 - $668
|
5.31K
$325K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-29- 0.2% |
$1.46K - $1.61K
|
14.7K
$897K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-40- 2.69% |
$2.02K - $2.23K
|
1.45K
$88.4K
|