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 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
107KNew |
$4.76M - $5.59M
|
107K
$6.77M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
101K+ 78.78% |
$4.51M - $5.3M
|
230K
$14.6M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
97.2K+ 28.65% |
$4.33M - $5.09M
|
437K
$27.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
94.7K+ 39.9% |
$4.22M - $4.96M
|
332K
$21M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
93.6KNew |
$4.17M - $4.9M
|
93.6K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
92.5K+ 89.88% |
$4.12M - $4.84M
|
195K
$12.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
92.4K+ 23.26% |
$4.11M - $4.84M
|
490K
$31M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
91.7KNew |
$4.09M - $4.8M
|
91.7K
$5.81M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
88.5K+ 3.31% |
$3.94M - $4.63M
|
2.76M
$175M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
88.5K+ 3.31% |
$3.94M - $4.63M
|
2.76M
$175M
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
86.2K+ 14.8% |
$3.84M - $4.51M
|
668K
$42.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
80.8K+ 11.36% |
$3.6M - $4.23M
|
792K
$50.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
77.2KNew |
$3.44M - $4.04M
|
77.2K
$4.89M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
74.2K+ 27.56% |
$3.3M - $3.88M
|
343K
$21.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
73.4KNew |
$3.27M - $3.84M
|
73.4K
$4.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
67.4K+ 901.1% |
$3M - $3.53M
|
74.9K
$4.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
66.6KNew |
$2.96M - $3.48M
|
66.6K
$4.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.4K+ 12.57% |
$2.96M - $3.48M
|
595K
$37.7M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
66K+ 5.84% |
$2.94M - $3.45M
|
1.2M
$75.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
65.7K+ 11.68% |
$2.92M - $3.44M
|
628K
$39.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
65.5K+ 5.29% |
$2.92M - $3.43M
|
1.3M
$82.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
65.3K+ 108.69% |
$2.91M - $3.42M
|
125K
$7.95M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
63.4K+ 27.63% |
$2.82M - $3.32M
|
293K
$18.6M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
60.7KNew |
$2.7M - $3.17M
|
60.7K
$3.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.2K+ 1.94% |
$2.64M - $3.1M
|
3.11M
$197M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59KNew |
$2.63M - $3.09M
|
59K
$3.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
58.5K+ 43.2% |
$2.6M - $3.06M
|
194K
$12.3M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
50.9K+ 13.27% |
$2.27M - $2.66M
|
435K
$27.5M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
50.9K+ 626.23% |
$2.27M - $2.66M
|
59K
$3.74M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
50.8K+ 13.4% |
$2.26M - $2.66M
|
430K
$27.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
50.8K+ 6.88% |
$2.26M - $2.66M
|
788K
$49.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
50.6K+ 35.42% |
$2.25M - $2.65M
|
193K
$12.3M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
50.1K+ 10.41% |
$2.23M - $2.62M
|
531K
$33.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
48.9K+ 14.42% |
$2.18M - $2.56M
|
388K
$24.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
48.8KNew |
$2.17M - $2.55M
|
48.8K
$3.09M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48.6K+ 24.1% |
$2.16M - $2.54M
|
250K
$15.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
48KNew |
$2.14M - $2.51M
|
48K
$3.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
45.9K+ 23.76% |
$2.05M - $2.4M
|
239K
$15.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
44.1KNew |
$1.96M - $2.31M
|
44.1K
$2.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
42.8KNew |
$1.91M - $2.24M
|
42.8K
$2.71M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
39.7KNew |
$1.77M - $2.08M
|
39.7K
$2.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38.1K+ 56.12% |
$1.69M - $1.99M
|
106K
$6.71M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37.5K+ 11.37% |
$1.67M - $1.96M
|
368K
$23.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
36.6K+ 38.68% |
$1.63M - $1.92M
|
131K
$8.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
36.5KNew |
$1.63M - $1.91M
|
36.5K
$2.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35.8K+ 16.46% |
$1.59M - $1.87M
|
253K
$16M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
35.7KNew |
$1.59M - $1.87M
|
35.7K
$2.26M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
35.7KNew |
$1.59M - $1.87M
|
35.7K
$2.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
35K+ 70.0% |
$1.56M - $1.83M
|
85K
$5.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.8KNew |
$1.55M - $1.82M
|
34.8K
$2.2M
|