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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-294- 4.68% |
$13.1K - $15.4K
|
5.99K
$375K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-300- 1.08% |
$13.4K - $15.7K
|
27.4K
$1.71M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-303- 15.47% |
$13.5K - $15.9K
|
1.66K
$104K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-310- 39.9% |
$13.8K - $16.2K
|
467
$29.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-310- 1.05% |
$13.8K - $16.2K
|
29.1K
$1.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
SELL
|
- |
-312- 4.16% |
$13.9K - $16.3K
|
7.18K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-334- 3.6% |
$14.9K - $17.5K
|
8.95K
$560K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-342- 0.53% |
$15.2K - $17.9K
|
64.7K
$4.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-345- 6.11% |
$15.4K - $18.1K
|
5.3K
$332K
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-361- 6.73% |
$16.1K - $18.9K
|
5K
$313K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-364- 5.74% |
$16.2K - $19K
|
5.98K
$374K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-368- 7.96% |
$16.4K - $19.3K
|
4.26K
$266K
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-375- 7.09% |
$16.7K - $19.6K
|
4.91K
$307K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-381- 1.62% |
$17K - $19.9K
|
23.1K
$1.45M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-382- 0.74% |
$17K - $20K
|
51.1K
$3.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-399- 0.75% |
$17.8K - $20.9K
|
52.6K
$3.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-405- 1.02% |
$18K - $21.2K
|
39.4K
$2.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-412- 0.3% |
$18.3K - $21.6K
|
135K
$8.42M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-418- 3.95% |
$18.6K - $21.9K
|
10.2K
$636K
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-419- 0.3% |
$18.7K - $21.9K
|
142K
$8.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-420- 0.91% |
$18.7K - $22K
|
45.5K
$2.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-425- 5.15% |
$18.9K - $22.2K
|
7.83K
$490K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-434- 59.29% |
$19.3K - $22.7K
|
298
$18.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-470- 2.38% |
$20.9K - $24.6K
|
19.3K
$1.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-505- 5.81% |
$22.5K - $26.4K
|
8.19K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-515- 4.48% |
$22.9K - $26.9K
|
11K
$687K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-524- 1.04% |
$23.3K - $27.4K
|
49.8K
$3.12M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-526- 0.77% |
$23.4K - $27.5K
|
67.4K
$4.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-529- 5.95% |
$23.6K - $27.7K
|
8.37K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-538- 0.28% |
$24K - $28.2K
|
191K
$12M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-550- 31.45% |
$24.5K - $28.8K
|
1.2K
$75K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-563- 1.69% |
$25.1K - $29.5K
|
32.7K
$2.04M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-578- 5.69% |
$25.7K - $30.2K
|
9.59K
$600K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-615- 1.44% |
$27.4K - $32.2K
|
42K
$2.63M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-622- 0.37% |
$27.7K - $32.5K
|
169K
$10.6M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-625- 3.15% |
$27.8K - $32.7K
|
19.2K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-646- 13.3% |
$28.8K - $33.8K
|
4.21K
$263K
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-660- 0.6% |
$29.4K - $34.5K
|
109K
$6.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-668- 2.08% |
$29.7K - $35K
|
31.5K
$1.97M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-763- 16.84% |
$34K - $39.9K
|
3.77K
$236K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-763- 16.84% |
$34K - $39.9K
|
3.77K
$236K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-770- 2.61% |
$34.3K - $40.3K
|
28.7K
$1.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-773- 14.3% |
$34.4K - $40.5K
|
4.63K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-801- 10.63% |
$35.7K - $41.9K
|
6.73K
$421K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-810- 5.94% |
$36.1K - $42.4K
|
12.8K
$802K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-811- 31.43% |
$36.1K - $42.4K
|
1.77K
$111K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-812- 0.5% |
$36.2K - $42.5K
|
160K
$10M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-816- 0.55% |
$36.3K - $42.7K
|
147K
$9.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-818- 7.36% |
$36.4K - $42.8K
|
10.3K
$644K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-836- 1.13% |
$37.2K - $43.7K
|
73.1K
$4.57M
|