Purchases and Sales Made in Q4 2022 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
114M+ 626659.94% |
$5.1B - $5.99B
|
114M
$7.25B
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.88M+ 16.31% |
$83.6M - $98.3M
|
13.4M
$849M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.7M+ 23.33% |
$75.5M - $88.7M
|
8.96M
$568M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.23M+ 7.12% |
$54.9M - $64.5M
|
18.5M
$1.18B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
976KNew |
$43.4M - $51M
|
976K
$61.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
916K+ 10.54% |
$40.8M - $48M
|
9.61M
$609M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
910KNew |
$40.5M - $47.6M
|
910K
$57.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
905K+ 11.71% |
$40.3M - $47.4M
|
8.64M
$547M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
642K+ 9.31% |
$28.6M - $33.6M
|
7.54M
$478M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
596K+ 69.68% |
$26.5M - $31.2M
|
1.45M
$92M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
582KNew |
$25.9M - $30.5M
|
582K
$36.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
551K+ 10.41% |
$24.5M - $28.8M
|
5.84M
$370M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
515KNew |
$22.9M - $26.9M
|
515K
$32.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
460K+ 28.27% |
$20.5M - $24.1M
|
2.09M
$132M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
458K+ 18.88% |
$20.4M - $24M
|
2.89M
$183M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
423KNew |
$18.8M - $22.1M
|
423K
$26.8M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
375KNew |
$16.7M - $19.6M
|
375K
$23.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
369K+ 420.41% |
$16.4M - $19.3M
|
457K
$28.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
364K+ 7.59% |
$16.2M - $19M
|
5.16M
$327M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
335K+ 6.7% |
$14.9M - $17.5M
|
5.33M
$338M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
322KNew |
$14.3M - $16.8M
|
322K
$20.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
303K+ 7.56% |
$13.5M - $15.8M
|
4.31M
$273M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
274K+ 4.48% |
$12.2M - $14.3M
|
6.39M
$405M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
273K+ 42.65% |
$12.1M - $14.3M
|
913K
$57.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
250K+ 1.34% |
$11.1M - $13.1M
|
18.9M
$1.2B
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
245K+ 3733.2% |
$10.9M - $12.8M
|
251K
$15.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
230KNew |
$10.2M - $12M
|
230K
$14.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
222KNew |
$9.89M - $11.6M
|
222K
$14.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
213KNew |
$9.5M - $11.2M
|
213K
$13.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
204K+ 4.96% |
$9.07M - $10.7M
|
4.31M
$273M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
202K+ 143.02% |
$8.98M - $10.6M
|
343K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
198K+ 10.4% |
$8.82M - $10.4M
|
2.1M
$133M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
194K+ 63.45% |
$8.65M - $10.2M
|
500K
$31.7M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
191K+ 7.69% |
$8.52M - $10M
|
2.68M
$170M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
191K+ 33.45% |
$8.5M - $9.99M
|
762K
$48.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
191K+ 23.83% |
$8.5M - $9.99M
|
992K
$62.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
169K+ 843.15% |
$7.53M - $8.84M
|
189K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
169K+ 317.76% |
$7.52M - $8.84M
|
222K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
164K+ 76.97% |
$7.29M - $8.57M
|
376K
$23.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
162K+ 2.0% |
$7.2M - $8.46M
|
8.25M
$523M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
153KNew |
$6.81M - $8M
|
153K
$9.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
150K+ 25.31% |
$6.66M - $7.83M
|
740K
$46.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
142K+ 340.45% |
$6.34M - $7.45M
|
184K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
135KNew |
$6.02M - $7.08M
|
135K
$8.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
BUY
|
- |
131K+ 29.48% |
$5.83M - $6.85M
|
575K
$36.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
126K+ 7975.16% |
$5.62M - $6.6M
|
128K
$8.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
116K+ 43.46% |
$5.15M - $6.06M
|
382K
$24.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
112K+ 1567.95% |
$5M - $5.88M
|
120K
$7.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
109K+ 31.7% |
$4.87M - $5.72M
|
454K
$28.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
108KNew |
$4.82M - $5.67M
|
108K
$6.86M
|