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 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.77K+ 4.78% |
$123K - $145K
|
60.7K
$3.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.64K+ 4.24% |
$118K - $138K
|
64.9K
$4.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
2.61K+ 5.54% |
$116K - $137K
|
49.8K
$3.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.59K+ 6.96% |
$115K - $136K
|
39.8K
$2.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.52K+ 2.77% |
$112K - $132K
|
93.4K
$5.84M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
2.51K+ 12.7% |
$112K - $131K
|
22.2K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.5K+ 3.31% |
$111K - $131K
|
78K
$4.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.41KNew |
$107K - $126K
|
2.41K
$151K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
2.39K+ 6.86% |
$107K - $125K
|
37.3K
$2.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.38K+ 3.83% |
$106K - $125K
|
64.5K
$4.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.33K+ 28.52% |
$104K - $122K
|
10.5K
$658K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.32K+ 25.71% |
$103K - $121K
|
11.3K
$709K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.31K+ 2.33% |
$103K - $121K
|
101K
$6.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.28KNew |
$102K - $119K
|
2.28K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.24K+ 4.64% |
$99.7K - $117K
|
50.5K
$3.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.24K+ 4.58% |
$99.6K - $117K
|
51.1K
$3.19M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.22K+ 7.64% |
$98.9K - $116K
|
31.3K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.2K+ 14.43% |
$97.8K - $115K
|
17.4K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.15K+ 3.46% |
$95.7K - $113K
|
64.2K
$4.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.99K+ 26.02% |
$88.6K - $104K
|
9.63K
$603K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.97K+ 8.54% |
$87.6K - $103K
|
25K
$1.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.95KNew |
$86.6K - $102K
|
1.95K
$122K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.94K+ 7.08% |
$86.2K - $101K
|
29.3K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.88K+ 32.56% |
$83.5K - $98.2K
|
7.64K
$478K
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.79K+ 1.84% |
$79.8K - $93.8K
|
99.1K
$6.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.76K+ 63.81% |
$78.3K - $92K
|
4.51K
$282K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.72K+ 2.67% |
$76.7K - $90.2K
|
66.3K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.71K+ 6.67% |
$76.3K - $89.6K
|
27.4K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.7KNew |
$75.5K - $88.8K
|
1.7K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1.69K+ 6.71% |
$75.2K - $88.4K
|
26.9K
$1.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.66K+ 91.25% |
$73.8K - $86.8K
|
3.48K
$217K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.64K+ 24.35% |
$72.9K - $85.6K
|
8.35K
$522K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
1.62K+ 7.42% |
$72K - $84.7K
|
23.4K
$1.46M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.58K+ 3.19% |
$70.5K - $82.9K
|
51.3K
$3.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.52K+ 18.1% |
$67.8K - $79.7K
|
9.94K
$621K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.52K+ 9.73% |
$67.8K - $79.7K
|
17.2K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.51K+ 1.02% |
$67.4K - $79.2K
|
150K
$9.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$66.8K - $78.5K
|
1.5K
$93.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
1.49K+ 3.02% |
$66.3K - $77.9K
|
50.7K
$3.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
1.47K+ 26.2% |
$65.6K - $77.1K
|
7.1K
$444K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.47K+ 1.72% |
$65.6K - $77.1K
|
87.3K
$5.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.47K+ 3.93% |
$65.5K - $77K
|
38.9K
$2.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
1.45K+ 12.58% |
$64.6K - $75.9K
|
13K
$812K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.39K+ 0.41% |
$62K - $72.8K
|
343K
$21.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.37K+ 27.64% |
$61K - $71.6K
|
6.32K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.35K+ 29.71% |
$60.2K - $70.8K
|
5.9K
$369K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.35K+ 6.05% |
$59.9K - $70.4K
|
23.6K
$1.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.34K+ 2.05% |
$59.6K - $70.1K
|
66.7K
$4.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.33K+ 23.31% |
$59.3K - $69.7K
|
7.05K
$441K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.33K+ 4.65% |
$59.2K - $69.6K
|
29.9K
$1.87M
|