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 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.7K+ 3.33% |
$590K - $651K
|
363K
$22.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
11.6KNew |
$583K - $644K
|
11.6K
$729K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
11.6KNew |
$583K - $643K
|
11.6K
$729K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
11.5K+ 3.09% |
$578K - $638K
|
382K
$24.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.4K+ 16.67% |
$575K - $634K
|
79.7K
$5.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
11.1KNew |
$558K - $616K
|
11.1K
$698K
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
10.9K+ 178.58% |
$551K - $608K
|
17K
$1.07M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.9K+ 22.34% |
$549K - $606K
|
59.6K
$3.76M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
10.9KNew |
$548K - $605K
|
10.9K
$685K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
10.8KNew |
$546K - $603K
|
10.8K
$682K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7K+ 11.63% |
$539K - $596K
|
103K
$6.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
10.7K+ 72.64% |
$539K - $595K
|
25.4K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.6K+ 8.38% |
$533K - $588K
|
137K
$8.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2KNew |
$516K - $570K
|
10.2K
$645K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.2KNew |
$514K - $567K
|
10.2K
$642K
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
9.96K+ 18.39% |
$502K - $555K
|
64.1K
$4.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.84K+ 3.52% |
$496K - $548K
|
290K
$18.3M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
9.76K+ 127.72% |
$492K - $543K
|
17.4K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
9.68K+ 8.8% |
$488K - $539K
|
120K
$7.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.6KNew |
$484K - $535K
|
9.6K
$605K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
9.58KNew |
$483K - $534K
|
9.58K
$604K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
9.4K+ 3.88% |
$474K - $523K
|
252K
$15.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
9.39K+ 37564.0% |
$474K - $523K
|
9.42K
$594K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.31K+ 1.41% |
$469K - $518K
|
668K
$42.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
9.31K+ 11.09% |
$469K - $518K
|
93.3K
$5.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.26KNew |
$467K - $516K
|
9.26K
$584K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9.26K+ 4.95% |
$467K - $516K
|
196K
$12.4M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.24K+ 9.29% |
$466K - $515K
|
109K
$6.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.24K+ 9.29% |
$466K - $515K
|
109K
$6.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.21K+ 26.34% |
$464K - $513K
|
44.2K
$2.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
9.2K+ 29.64% |
$464K - $512K
|
40.2K
$2.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
8.93K+ 13.99% |
$450K - $497K
|
72.7K
$4.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8.62KNew |
$435K - $480K
|
8.62K
$543K
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
8.49K+ 2.17% |
$428K - $473K
|
400K
$25.2M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.48K+ 23.63% |
$428K - $472K
|
44.4K
$2.8M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
8.47KNew |
$427K - $472K
|
8.47K
$534K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.47K+ 22.24% |
$427K - $472K
|
46.6K
$2.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
8.35K+ 16.93% |
$421K - $465K
|
57.7K
$3.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.26K+ 23.88% |
$416K - $460K
|
42.8K
$2.7M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8.24K+ 1.8% |
$416K - $459K
|
467K
$29.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
8.21K+ 17.4% |
$414K - $457K
|
55.4K
$3.49M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
7.92K+ 7.97% |
$399K - $441K
|
107K
$6.76M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.83KNew |
$395K - $436K
|
7.83K
$493K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.74KNew |
$390K - $431K
|
7.74K
$488K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.56K+ 18.13% |
$381K - $421K
|
49.3K
$3.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.53K+ 2.22% |
$380K - $419K
|
346K
$21.8M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
7.52KNew |
$379K - $418K
|
7.52K
$474K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.39K+ 3.27% |
$373K - $412K
|
233K
$14.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.38K+ 6.8% |
$372K - $411K
|
116K
$7.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.34K+ 287.17% |
$370K - $409K
|
9.9K
$624K
|