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 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
450+ 3.67% |
$22.7K - $25.1K
|
12.7K
$786K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
448+ 26.52% |
$22.6K - $24.9K
|
2.14K
$132K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
446+ 5.83% |
$22.5K - $24.8K
|
8.1K
$501K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
424+ 135.9% |
$21.4K - $23.6K
|
736
$45.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
422+ 0.63% |
$21.3K - $23.5K
|
67K
$4.15M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
413New |
$20.8K - $23K
|
413
$25.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
411+ 1.56% |
$20.7K - $22.9K
|
26.8K
$1.66M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
406+ 501.23% |
$20.5K - $22.6K
|
487
$30.2K
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
401+ 7.89% |
$20.2K - $22.3K
|
5.49K
$340K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
400New |
$20.2K - $22.3K
|
400
$24.8K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
393New |
$19.8K - $21.9K
|
393
$24.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
362+ 0.5% |
$18.3K - $20.2K
|
72.7K
$4.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
341+ 57.31% |
$17.2K - $19K
|
936
$58K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
332+ 2.87% |
$16.7K - $18.5K
|
11.9K
$738K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
331+ 1225.93% |
$16.7K - $18.4K
|
358
$22.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
325+ 1.44% |
$16.4K - $18.1K
|
22.9K
$1.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
319New |
$16.1K - $17.8K
|
319
$19.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
308New |
$15.5K - $17.1K
|
308
$19.1K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
300+ 5.87% |
$15.1K - $16.7K
|
5.41K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
300+ 3.76% |
$15.1K - $16.7K
|
8.28K
$513K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
299New |
$15.1K - $16.6K
|
299
$18.5K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
282+ 0.1% |
$14.2K - $15.7K
|
279K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
276+ 0.42% |
$13.9K - $15.4K
|
66.5K
$4.12M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
276+ 0.94% |
$13.9K - $15.4K
|
29.7K
$1.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
270New |
$13.6K - $15K
|
270
$16.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
270+ 1.54% |
$13.6K - $15K
|
17.8K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
267+ 0.71% |
$13.5K - $14.9K
|
38.1K
$2.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$10.1K - $11.1K
|
200
$12.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
200+ 1.17% |
$10.1K - $11.1K
|
17.3K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
174+ 2.92% |
$8.77K - $9.69K
|
6.13K
$379K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
170+ 14.17% |
$8.57K - $9.47K
|
1.37K
$84.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
169New |
$8.52K - $9.41K
|
169
$10.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
158+ 0.11% |
$7.97K - $8.8K
|
146K
$9.05M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
155New |
$7.82K - $8.63K
|
155
$9.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
146+ 1.95% |
$7.36K - $8.13K
|
7.64K
$473K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
145+ 2071.43% |
$7.31K - $8.07K
|
152
$9.41K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
141New |
$7.11K - $7.85K
|
141
$8.73K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
140+ 51.28% |
$7.06K - $7.8K
|
413
$25.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
138+ 0.53% |
$6.96K - $7.68K
|
26K
$1.61M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
127+ 4.7% |
$6.4K - $7.07K
|
2.83K
$175K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
127+ 0.14% |
$6.4K - $7.07K
|
94K
$5.82M
|
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
125+ 0.7% |
$6.3K - $6.96K
|
17.9K
$1.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
119+ 0.76% |
$6K - $6.63K
|
15.7K
$973K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
103+ 1.92% |
$5.19K - $5.74K
|
5.47K
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
103+ 0.64% |
$5.19K - $5.74K
|
16.1K
$997K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
102+ 0.43% |
$5.14K - $5.68K
|
24K
$1.49M
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
100+ 11.76% |
$5.04K - $5.57K
|
950
$58.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
100New |
$5.04K - $5.57K
|
100
$6.19K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
100+ 1.24% |
$5.04K - $5.57K
|
8.18K
$507K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
95+ 0.48% |
$4.79K - $5.29K
|
20K
$1.24M
|