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 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-837- 2.1% |
$37.3K - $43.8K
|
39K
$2.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
SELL
|
- |
-842- 4.34% |
$37.5K - $44.1K
|
18.6K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-899- 4.48% |
$40K - $47K
|
19.1K
$1.2M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-943- 6.95% |
$42K - $49.3K
|
12.6K
$790K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-964- 12.81% |
$42.9K - $50.4K
|
6.56K
$410K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-995- 2.6% |
$44.3K - $52.1K
|
37.3K
$2.34M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 24.56% |
$44.5K - $52.3K
|
3.07K
$192K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.02KClosed |
$45.6K - $53.6K
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.04K- 17.14% |
$46.1K - $54.2K
|
5.01K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.05K- 2.45% |
$46.8K - $55.1K
|
41.9K
$2.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.08K- 0.7% |
$48.1K - $56.5K
|
154K
$9.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 9.08% |
$48.8K - $57.3K
|
11K
$686K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.13K- 16.69% |
$50.3K - $59.1K
|
5.64K
$353K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.13K- 7.57% |
$50.5K - $59.3K
|
13.8K
$866K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.13K- 9.54% |
$50.5K - $59.3K
|
10.7K
$672K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.14K- 0.62% |
$50.5K - $59.4K
|
182K
$11.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.14K- 1.53% |
$50.9K - $59.8K
|
73.5K
$4.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.16K- 2.64% |
$51.8K - $60.9K
|
42.8K
$2.68M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.2K- 3.46% |
$53.6K - $63K
|
33.6K
$2.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.21K- 6.06% |
$54K - $63.5K
|
18.8K
$1.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.23K- 2.25% |
$54.7K - $64.3K
|
53.4K
$3.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.28K- 2.37% |
$57.2K - $67.2K
|
52.9K
$3.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.39K- 10.91% |
$61.7K - $72.5K
|
11.3K
$707K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-1.43K- 3.07% |
$63.9K - $75K
|
45.2K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.46K- 2.46% |
$65.1K - $76.5K
|
57.9K
$3.62M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 1.6% |
$66.4K - $78K
|
91.9K
$5.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.52K- 1.72% |
$67.6K - $79.4K
|
87K
$5.44M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.61K- 7.14% |
$71.6K - $84.1K
|
20.9K
$1.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.7K- 6.7% |
$75.7K - $89K
|
23.7K
$1.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.72K- 3.83% |
$76.8K - $90.2K
|
43.3K
$2.71M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 21.41% |
$78.8K - $92.6K
|
6.49K
$406K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.81K- 12.33% |
$80.7K - $94.9K
|
12.9K
$806K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.85K- 30.34% |
$82.2K - $96.6K
|
4.24K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.86K- 11.68% |
$82.6K - $97.1K
|
14K
$877K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.86K- 16.37% |
$82.8K - $97.3K
|
9.5K
$594K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.89K- 5.18% |
$84K - $98.7K
|
34.5K
$2.16M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.89K- 2.96% |
$84.3K - $99.1K
|
62.1K
$3.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.92K- 9.33% |
$85.5K - $100K
|
18.6K
$1.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.93K- 7.28% |
$85.9K - $101K
|
24.6K
$1.54M
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.96K- 2.29% |
$87.2K - $103K
|
83.4K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2K- 11.6% |
$88.9K - $104K
|
15.2K
$951K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-2K- 12.33% |
$89.1K - $105K
|
14.2K
$890K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.08K- 20.59% |
$92.4K - $109K
|
8.01K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-2.16K- 3.04% |
$96.1K - $113K
|
68.8K
$4.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.24K- 13.69% |
$99.5K - $117K
|
14.1K
$882K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.26K- 0.22% |
$101K - $118K
|
1.04M
$64.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.29K- 9.39% |
$102K - $120K
|
22.1K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.35K- 3.07% |
$105K - $123K
|
74.2K
$4.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-2.39K- 0.97% |
$107K - $125K
|
243K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 5.43% |
$110K - $129K
|
42.9K
$2.69M
|