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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
4.49KNew |
$226K - $250K
|
4.49K
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
4.49K+ 44.52% |
$226K - $250K
|
14.6K
$902K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.49K+ 6.68% |
$226K - $250K
|
71.6K
$4.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.41K+ 6.51% |
$222K - $245K
|
72.2K
$4.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
4.38KNew |
$221K - $244K
|
4.38K
$271K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.38KNew |
$221K - $244K
|
4.38K
$271K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.2KNew |
$212K - $234K
|
4.2K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.18K+ 3.33% |
$211K - $233K
|
130K
$8.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
4.16K+ 0.56% |
$210K - $232K
|
746K
$46.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
4.11KNew |
$207K - $229K
|
4.11K
$254K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.09KNew |
$206K - $228K
|
4.09K
$253K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.06K+ 33.55% |
$205K - $226K
|
16.2K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.05KNew |
$204K - $226K
|
4.05K
$251K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.99K+ 1.38% |
$201K - $222K
|
292K
$18.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.96K+ 6.44% |
$200K - $221K
|
65.4K
$4.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.92KNew |
$198K - $218K
|
3.92K
$243K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.91KNew |
$197K - $218K
|
3.91K
$242K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
3.9K+ 1.49% |
$197K - $217K
|
266K
$16.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.77K+ 4.7% |
$190K - $210K
|
84K
$5.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
3.74K+ 6.04% |
$189K - $208K
|
65.7K
$4.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.71KNew |
$187K - $207K
|
3.71K
$230K
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
3.67KNew |
$185K - $204K
|
3.67K
$227K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
3.66KNew |
$185K - $204K
|
3.66K
$227K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.64KNew |
$183K - $203K
|
3.64K
$225K
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
3.61K+ 4.45% |
$182K - $201K
|
84.8K
$5.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.61KNew |
$182K - $201K
|
3.61K
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.61KNew |
$182K - $201K
|
3.61K
$224K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.54KNew |
$179K - $197K
|
3.54K
$219K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
3.53K+ 4.2% |
$178K - $196K
|
87.5K
$5.42M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
3.4K+ 0.74% |
$171K - $189K
|
461K
$28.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.28K+ 8.27% |
$165K - $183K
|
42.9K
$2.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.28K+ 12.92% |
$165K - $182K
|
28.6K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
3.19K+ 0.91% |
$161K - $177K
|
352K
$21.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.13K+ 6.28% |
$158K - $174K
|
52.9K
$3.28M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.02K+ 18.13% |
$152K - $168K
|
19.7K
$1.22M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3K+ 5.64% |
$151K - $167K
|
56.2K
$3.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.93K+ 17.22% |
$148K - $163K
|
20K
$1.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.91K+ 11.9% |
$146K - $162K
|
27.3K
$1.69M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.88K+ 2.48% |
$145K - $160K
|
119K
$7.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.87KNew |
$144K - $160K
|
2.87K
$177K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
2.8KNew |
$141K - $156K
|
2.8K
$173K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
2.77K+ 1.08% |
$140K - $154K
|
260K
$16.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.74K+ 4.98% |
$138K - $153K
|
57.8K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.72K+ 77.42% |
$137K - $151K
|
6.22K
$385K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
2.68K+ 6.59% |
$135K - $149K
|
43.3K
$2.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.62K+ 18.14% |
$132K - $146K
|
17.1K
$1.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.57K+ 11.08% |
$130K - $143K
|
25.8K
$1.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.57K+ 1.43% |
$130K - $143K
|
183K
$11.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.51K+ 1.92% |
$127K - $140K
|
133K
$8.27M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.38K+ 79.3% |
$120K - $132K
|
5.38K
$333K
|