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 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.25K+ 25.48% |
$113K - $125K
|
11.1K
$697K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.23K+ 607.36% |
$112K - $124K
|
2.6K
$164K
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
2.17K+ 3.13% |
$109K - $121K
|
71.5K
$4.5M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
2.15K+ 16.12% |
$108K - $120K
|
15.5K
$976K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.15K+ 6.66% |
$108K - $120K
|
34.4K
$2.17M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.14K+ 38.33% |
$108K - $119K
|
7.71K
$486K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.09K+ 0.68% |
$106K - $117K
|
312K
$19.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.08K+ 16.56% |
$105K - $116K
|
14.6K
$922K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.07K+ 86.77% |
$104K - $115K
|
4.46K
$281K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.06K+ 17.3% |
$104K - $115K
|
14K
$882K
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
2.06K+ 6.98% |
$104K - $114K
|
31.5K
$1.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.04KNew |
$103K - $113K
|
2.04K
$128K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.02K+ 9.19% |
$102K - $112K
|
23.9K
$1.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2K+ 34.29% |
$101K - $112K
|
7.85K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 4.43% |
$100K - $111K
|
46.9K
$2.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.99KNew |
$100K - $111K
|
1.99K
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.98KNew |
$99.9K - $110K
|
1.98K
$125K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.98K+ 2.73% |
$99.8K - $110K
|
74.4K
$4.69M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.94K+ 6.89% |
$97.8K - $108K
|
30.1K
$1.9M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.9KNew |
$95.9K - $106K
|
1.9K
$120K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.86K+ 2.5% |
$93.7K - $103K
|
76.3K
$4.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 32.42% |
$93.5K - $103K
|
7.57K
$477K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 3690.0% |
$93K - $103K
|
1.9K
$119K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1.78K+ 11.37% |
$90K - $99.3K
|
17.5K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.73KNew |
$87K - $96.1K
|
1.73K
$109K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.69K+ 10.11% |
$85.2K - $94K
|
18.4K
$1.16M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.69K+ 71.82% |
$85.1K - $93.9K
|
4.04K
$254K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
1.67K+ 6.98% |
$84.4K - $93.2K
|
25.7K
$1.62M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.6K+ 1.47% |
$80.6K - $89K
|
110K
$6.95M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.59K+ 6.38% |
$80.4K - $88.8K
|
26.6K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.59K+ 5.89% |
$80.3K - $88.7K
|
28.6K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 23.04% |
$78K - $86.1K
|
8.26K
$521K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
1.54K+ 2.49% |
$77.7K - $85.7K
|
63.3K
$3.99M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.53K+ 37.33% |
$77K - $85K
|
5.62K
$354K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.52KNew |
$76.9K - $84.9K
|
1.52K
$96.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.51K+ 11.55% |
$76.4K - $84.3K
|
14.6K
$922K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.48K+ 6.13% |
$74.8K - $82.6K
|
25.7K
$1.62M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.48K+ 6.13% |
$74.8K - $82.6K
|
25.7K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.48K+ 0.76% |
$74.7K - $82.5K
|
195K
$12.3M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.47K+ 8.06% |
$74K - $81.7K
|
19.7K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.43K+ 2.82% |
$71.9K - $79.3K
|
52K
$3.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.41K+ 9.29% |
$71.3K - $78.7K
|
16.6K
$1.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.4K+ 42.66% |
$70.8K - $78.2K
|
4.7K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.39K+ 26.98% |
$70.2K - $77.6K
|
6.56K
$413K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.39K+ 39.21% |
$70.2K - $77.5K
|
4.94K
$312K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.38K+ 12.14% |
$69.7K - $76.9K
|
12.8K
$805K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.35K+ 0.58% |
$68.1K - $75.2K
|
233K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.32K+ 4.98% |
$66.4K - $73.3K
|
27.7K
$1.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.27K+ 127.11% |
$63.8K - $70.5K
|
2.26K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.27K+ 1.47% |
$63.8K - $70.5K
|
87.2K
$5.49M
|