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 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-14.8KClosed |
$746K - $824K
|
0
$0
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14.8K- 2.65% |
$748K - $826K
|
544K
$34.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-15.4K- 13.36% |
$774K - $855K
|
99.6K
$6.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-16.1K- 9.66% |
$810K - $894K
|
150K
$9.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-18.4K- 18.99% |
$930K - $1.03M
|
78.7K
$4.96M
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-19.3K- 82.57% |
$973K - $1.07M
|
4.07K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-19.5K- 15.44% |
$982K - $1.08M
|
107K
$6.72M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-21.7K- 58.26% |
$1.1M - $1.21M
|
15.6K
$982K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-24K- 68.57% |
$1.21M - $1.33M
|
11K
$693K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-25K- 4.91% |
$1.26M - $1.39M
|
485K
$30.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Wealth Management
|
SELL
|
- |
-27.3K- 4.8% |
$1.38M - $1.52M
|
541K
$34.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-27.6KClosed |
$1.39M - $1.53M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27.9KClosed |
$1.41M - $1.55M
|
0
$0
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-29.5K- 14.93% |
$1.49M - $1.65M
|
168K
$10.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29.7K- 28.72% |
$1.5M - $1.66M
|
73.8K
$4.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.3K- 83.84% |
$1.58M - $1.74M
|
6.03K
$380K
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-36.4K- 14.82% |
$1.84M - $2.03M
|
209K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-37.5KClosed |
$1.89M - $2.09M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-37.9K- 14.34% |
$1.91M - $2.11M
|
227K
$14.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-41.6K- 16.85% |
$2.1M - $2.31M
|
205K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
SELL
|
- |
-43K- 53.09% |
$2.17M - $2.39M
|
38K
$2.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-46.2K- 33.83% |
$2.33M - $2.57M
|
90.4K
$5.7M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-46.3K- 9.97% |
$2.33M - $2.58M
|
418K
$26.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-47.2K- 99.88% |
$2.38M - $2.63M
|
56
$3.53K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-48.7K- 56.23% |
$2.45M - $2.71M
|
37.9K
$2.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-57.6KClosed |
$2.91M - $3.21M
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-91.2K- 63.33% |
$4.6M - $5.08M
|
52.8K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-106K- 2.25% |
$5.36M - $5.92M
|
4.62M
$291M
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-111K- 73.99% |
$5.58M - $6.16M
|
38.9K
$2.45M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-193K- 23.04% |
$9.74M - $10.8M
|
645K
$40.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-241K- 97.07% |
$12.2M - $13.4M
|
7.28K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-257K- 15.57% |
$13M - $14.3M
|
1.39M
$87.9M
|
|
|
Feb 25, 2022
Q4 2021
|
Arch Capital Group Ltd.
|
SELL
|
- |
-445K- 45.8% |
$22.5M - $24.8M
|
527K
$33.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-813K- 34.03% |
$41M - $45.3M
|
1.58M
$99.4M
|