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 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
106+ 0.5% |
$4.72K - $5.55K
|
21.3K
$1.33M
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
102+ 2.19% |
$4.54K - $5.34K
|
4.77K
$298K
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
102+ 1.0% |
$4.54K - $5.34K
|
10.3K
$641K
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
102+ 0.68% |
$4.54K - $5.34K
|
15.1K
$947K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
100+ 1.37% |
$4.45K - $5.23K
|
7.38K
$461K
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
100+ 0.67% |
$4.45K - $5.23K
|
15.1K
$946K
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
91+ 0.97% |
$4.05K - $4.76K
|
9.48K
$593K
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
89+ 0.05% |
$3.96K - $4.66K
|
175K
$11M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
89+ 8.07% |
$3.96K - $4.66K
|
1.19K
$74.5K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
87New |
$3.87K - $4.55K
|
87
$5.44K
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
77+ 1.43% |
$3.43K - $4.03K
|
5.46K
$341K
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 1.38% |
$3.43K - $4.03K
|
5.66K
$354K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
71+ 1.04% |
$3.16K - $3.72K
|
6.92K
$433K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
67+ 0.91% |
$2.98K - $3.51K
|
7.42K
$464K
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
66+ 4.59% |
$2.94K - $3.45K
|
1.5K
$94K
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
56+ 0.87% |
$2.49K - $2.93K
|
6.48K
$405K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
55New |
$2.45K - $2.88K
|
55
$3.44K
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
51New |
$2.27K - $2.67K
|
51
$3.19K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
50New |
$2.23K - $2.62K
|
50
$3.13K
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
45+ 0.31% |
$2K - $2.35K
|
14.6K
$911K
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
42+ 0.63% |
$1.87K - $2.2K
|
6.68K
$418K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
41New |
$1.83K - $2.15K
|
41
$2.56K
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
38+ 0.39% |
$1.69K - $1.99K
|
9.76K
$610K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
37+ 0.55% |
$1.65K - $1.94K
|
6.76K
$423K
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
37+ 0.06% |
$1.65K - $1.94K
|
60.2K
$3.77M
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
37+ 0.14% |
$1.65K - $1.94K
|
26K
$1.63M
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
34+ 1.44% |
$1.51K - $1.78K
|
2.4K
$150K
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
32+ 0.37% |
$1.42K - $1.67K
|
8.7K
$544K
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32+ 0.8% |
$1.42K - $1.67K
|
4.04K
$253K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
30+ 0.26% |
$1.34K - $1.57K
|
11.4K
$713K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 1.31% |
$1.11K - $1.31K
|
1.93K
$121K
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
22+ 0.03% |
$980 - $1.15K
|
71.1K
$4.45M
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
21+ 0.22% |
$935 - $1.1K
|
9.66K
$604K
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
20+ 0.29% |
$891 - $1.05K
|
7.03K
$440K
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
20+ 0.06% |
$891 - $1.05K
|
31.1K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
19+ 0.41% |
$846 - $994
|
4.67K
$292K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
17+ 0.66% |
$757 - $890
|
2.61K
$163K
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
16+ 0.63% |
$712 - $837
|
2.55K
$159K
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
15+ 0.08% |
$668 - $785
|
18.9K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
10+ 0.02% |
$445 - $523
|
64.5K
$4.03M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
9+ 1.43% |
$401 - $471
|
637
$39.8K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.73% |
$356 - $419
|
1.1K
$68.6K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8+ 0.02% |
$356 - $419
|
45.7K
$2.86M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7+ 0.08% |
$312 - $366
|
9.09K
$569K
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6+ 0.05% |
$267 - $314
|
11.5K
$719K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 0.33% |
$267 - $314
|
1.84K
$115K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 1.31% |
$223 - $262
|
386
$24.1K
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.06% |
$223 - $262
|
8.21K
$514K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$178 - $209
|
4
$250
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.08% |
$178 - $209
|
4.74K
$296K
|