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
|
Money Concepts Capital Corp
|
SELL
|
- |
-47.3K- 52.9% |
$2.11M - $2.47M
|
42.1K
$2.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-49.3K- 65.38% |
$2.2M - $2.58M
|
26.1K
$1.63M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-53K- 5.75% |
$2.36M - $2.77M
|
867K
$54.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.6K- 1.18% |
$2.52M - $2.96M
|
4.74M
$296M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.6K- 1.18% |
$2.52M - $2.96M
|
4.74M
$296M
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-56.7K- 36.64% |
$2.52M - $2.97M
|
98K
$6.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-59.5K- 5.73% |
$2.65M - $3.11M
|
978K
$61.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-65.4K- 99.92% |
$2.91M - $3.42M
|
52
$3.25K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-72.4K- 33.1% |
$3.22M - $3.79M
|
146K
$9.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-75.1K- 71.71% |
$3.35M - $3.93M
|
29.6K
$1.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-83.7K- 47.82% |
$3.73M - $4.38M
|
91.3K
$5.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-100K- 9.23% |
$4.47M - $5.25M
|
987K
$61.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-115K- 25.34% |
$5.1M - $6M
|
338K
$21.1M
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
SELL
|
- |
-120K- 22.05% |
$5.37M - $6.31M
|
426K
$26.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-123K- 20.1% |
$5.47M - $6.43M
|
488K
$30.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-126K- 6.14% |
$5.62M - $6.61M
|
1.93M
$121M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-134K- 68.82% |
$5.95M - $6.99M
|
60.5K
$3.79M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-138K- 29.66% |
$6.14M - $7.22M
|
327K
$20.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-159K- 24.17% |
$7.09M - $8.33M
|
499K
$31.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-174K- 89.41% |
$7.76M - $9.12M
|
20.6K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-178K- 14.64% |
$7.93M - $9.32M
|
1.04M
$65M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-189K- 12.05% |
$8.41M - $9.88M
|
1.38M
$86.2M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-247K- 90.05% |
$11M - $12.9M
|
27.3K
$1.71M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-9.05M- 26.94% |
$403M - $474M
|
24.5M
$1.54B
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-114M- 100.0% |
$5.1B - $5.99B
|
1.58K
$98.9K
|