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 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
4.88KNew |
$217K - $255K
|
4.88K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.86K+ 6.6% |
$217K - $254K
|
78.5K
$4.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.86K+ 6.6% |
$217K - $254K
|
78.5K
$4.91M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.8K+ 13.74% |
$214K - $251K
|
39.7K
$2.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.79K+ 27.02% |
$213K - $251K
|
22.5K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.77K+ 3.51% |
$212K - $249K
|
141K
$8.79M
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
BUY
|
- |
4.72K+ 6.3% |
$210K - $247K
|
79.7K
$4.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
4.68KNew |
$208K - $245K
|
4.68K
$293K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.53KNew |
$202K - $237K
|
4.53K
$283K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.51K+ 9.9% |
$201K - $236K
|
50K
$3.13M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.5K+ 17.7% |
$200K - $236K
|
29.9K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.47KNew |
$199K - $234K
|
4.47K
$279K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.45KNew |
$198K - $233K
|
4.45K
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.42KNew |
$197K - $231K
|
4.42K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.38KNew |
$195K - $229K
|
4.38K
$274K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.37KNew |
$195K - $229K
|
4.37K
$273K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
4.35KNew |
$193K - $227K
|
4.35K
$272K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
4.32K+ 1.67% |
$192K - $226K
|
263K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.28K+ 18.19% |
$191K - $224K
|
27.8K
$1.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.18KNew |
$186K - $219K
|
4.18K
$261K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
4.17KNew |
$186K - $218K
|
4.17K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.14KNew |
$184K - $217K
|
4.14K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.12K+ 548.8% |
$183K - $215K
|
4.87K
$304K
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4.03KNew |
$179K - $211K
|
4.03K
$252K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
4K+ 192.27% |
$178K - $209K
|
6.09K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4KNew |
$178K - $209K
|
4K
$250K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4KNew |
$178K - $209K
|
4K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.98K+ 1.08% |
$177K - $208K
|
371K
$23.2M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 0.78% |
$177K - $208K
|
515K
$32.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.95K+ 2.73% |
$176K - $207K
|
148K
$9.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.91K+ 41.18% |
$174K - $205K
|
13.4K
$838K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.9KNew |
$174K - $204K
|
3.9K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.89K+ 5.46% |
$173K - $203K
|
75K
$4.69M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
3.76K+ 2.46% |
$168K - $197K
|
157K
$9.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.71K+ 3.69% |
$165K - $194K
|
104K
$6.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.66K+ 7.33% |
$163K - $192K
|
53.6K
$3.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.6K+ 5.51% |
$160K - $188K
|
68.9K
$4.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.41K+ 98.58% |
$152K - $178K
|
6.87K
$429K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.39K+ 1.43% |
$151K - $177K
|
240K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.37K+ 3.49% |
$150K - $177K
|
100K
$6.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
3.26K+ 1.15% |
$145K - $171K
|
286K
$17.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.21K+ 2.78% |
$143K - $168K
|
119K
$7.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.19K+ 1.74% |
$142K - $167K
|
187K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.14K+ 4.39% |
$140K - $164K
|
74.6K
$4.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3K+ 5.08% |
$134K - $157K
|
62.1K
$3.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.92K+ 4.34% |
$130K - $153K
|
70.3K
$4.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
2.88K+ 8.21% |
$128K - $150K
|
37.9K
$2.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.84K+ 20.11% |
$127K - $149K
|
17K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.83KNew |
$126K - $148K
|
2.83K
$177K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2.8KNew |
$125K - $147K
|
2.8K
$175K
|