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 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
24.4K+ 4.48% |
$1.23M - $1.36M
|
570K
$34.8M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
24.3K+ 13.83% |
$1.23M - $1.35M
|
200K
$12.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
23.8K+ 12.25% |
$1.2M - $1.33M
|
218K
$13.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
23.8KNew |
$1.2M - $1.32M
|
23.8K
$1.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
23.2K+ 9.61% |
$1.17M - $1.29M
|
265K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22.7KNew |
$1.15M - $1.27M
|
22.7K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
21.7K+ 15.92% |
$1.09M - $1.21M
|
158K
$9.66M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
21.2K+ 9.51% |
$1.07M - $1.18M
|
244K
$14.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
20.8K+ 10.67% |
$1.05M - $1.16M
|
216K
$13.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
20.8K+ 5.75% |
$1.05M - $1.16M
|
382K
$23.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
20.3K+ 510.38% |
$1.02M - $1.13M
|
24.3K
$1.48M
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
20KNew |
$1.01M - $1.11M
|
20K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
19.9KNew |
$1M - $1.11M
|
19.9K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.8K+ 2.29% |
$1M - $1.1M
|
888K
$54.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18.7K+ 2.86% |
$941K - $1.04M
|
671K
$41M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
18.5K+ 7.05% |
$933K - $1.03M
|
281K
$17.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
18.4KNew |
$926K - $1.02M
|
18.4K
$1.12M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
18.2KNew |
$920K - $1.02M
|
18.2K
$1.12M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.2K+ 2.52% |
$916K - $1.01M
|
738K
$45.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
17.8KNew |
$896K - $989K
|
17.8K
$1.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
17.7K+ 22.67% |
$892K - $985K
|
95.7K
$5.85M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
16.5KNew |
$832K - $919K
|
16.5K
$1.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
16.2K+ 40.95% |
$816K - $901K
|
55.7K
$3.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15.9KNew |
$803K - $887K
|
15.9K
$974K
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
15.4K+ 3.64% |
$775K - $856K
|
438K
$26.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
15.3K+ 26.87% |
$773K - $854K
|
72.4K
$4.43M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.2K+ 4.8% |
$766K - $846K
|
332K
$20.3M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.1K+ 12.54% |
$761K - $840K
|
135K
$8.28M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
15KNew |
$757K - $836K
|
15K
$918K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.8K+ 77.34% |
$747K - $825K
|
34K
$2.08M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
14.8KNew |
$746K - $823K
|
14.8K
$904K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.7K+ 5.05% |
$741K - $818K
|
305K
$18.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
13.7K+ 22.37% |
$690K - $762K
|
74.9K
$4.58M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.5KNew |
$680K - $751K
|
13.5K
$825K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 5.24% |
$668K - $737K
|
266K
$16.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
13.2K+ 2.55% |
$667K - $737K
|
533K
$32.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.2K+ 2.41% |
$666K - $736K
|
561K
$34.3M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
13KNew |
$655K - $723K
|
13K
$794K
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
12.9K+ 5.91% |
$651K - $718K
|
231K
$14.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
12.9K+ 25.0% |
$651K - $718K
|
64.5K
$3.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.9K+ 21.26% |
$649K - $716K
|
73.4K
$4.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.8K+ 2.95% |
$648K - $715K
|
449K
$27.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12.8K+ 10.18% |
$647K - $714K
|
139K
$8.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
12.8K+ 10.13% |
$644K - $711K
|
139K
$8.49M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
12.7KNew |
$640K - $707K
|
12.7K
$777K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12.5K+ 2461.34% |
$629K - $695K
|
13K
$794K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
12.2K+ 6.76% |
$617K - $682K
|
193K
$11.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
12.2KNew |
$615K - $679K
|
12.2K
$746K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
11.9KNew |
$600K - $663K
|
11.9K
$728K
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
11.9K+ 49.02% |
$600K - $662K
|
36.1K
$2.21M
|