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
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.28K+ 6.95% |
$56.8K - $66.7K
|
19.6K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$55.8K - $65.6K
|
1.25K
$79.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.25K+ 4.47% |
$55.7K - $65.4K
|
29.2K
$1.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.23KNew |
$54.9K - $64.5K
|
1.23K
$78.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.19K+ 4.38% |
$53.1K - $62.4K
|
28.4K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.17K+ 21.32% |
$52.1K - $61.2K
|
6.65K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.15K+ 4.34% |
$51K - $59.9K
|
27.5K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.11K+ 6.81% |
$49.5K - $58.2K
|
17.4K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.1K+ 2.91% |
$49K - $57.6K
|
38.9K
$2.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.07K+ 9.97% |
$47.8K - $56.2K
|
11.8K
$750K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.07KNew |
$47.5K - $55.8K
|
1.07K
$67.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 10.48% |
$45.2K - $53.1K
|
10.7K
$678K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
1.01K+ 6.92% |
$45.1K - $53K
|
15.7K
$993K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1K+ 4.61% |
$44.7K - $52.5K
|
22.8K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
983+ 4.57% |
$43.8K - $51.4K
|
22.5K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
979+ 2.8% |
$43.6K - $51.2K
|
36K
$2.28M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
960New |
$42.7K - $50.2K
|
960
$60.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
960New |
$42.7K - $50.2K
|
960
$60.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
941+ 1.37% |
$41.9K - $49.2K
|
69.4K
$4.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
937+ 1.72% |
$41.7K - $49K
|
55.3K
$3.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
928New |
$41.3K - $48.6K
|
928
$58.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
910+ 11.44% |
$40.5K - $47.6K
|
8.86K
$562K
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
908+ 10.83% |
$40.4K - $47.5K
|
9.29K
$589K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
906+ 2.57% |
$40.3K - $47.4K
|
36.1K
$2.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
906+ 12.81% |
$40.3K - $47.4K
|
7.98K
$506K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
885+ 1.49% |
$39.4K - $46.3K
|
60.1K
$3.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
836+ 1.46% |
$37.2K - $43.7K
|
58.2K
$3.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
826+ 0.45% |
$36.8K - $43.2K
|
186K
$11.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
800New |
$35.6K - $41.9K
|
800
$50.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
790New |
$35.2K - $41.3K
|
790
$50.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
776New |
$34.6K - $40.6K
|
776
$49.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
739+ 2.93% |
$32.9K - $38.7K
|
25.9K
$1.64M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
736New |
$32.8K - $38.5K
|
736
$46.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
718New |
$32K - $37.6K
|
718
$45.5K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
711+ 7.64% |
$31.7K - $37.2K
|
10K
$635K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
702+ 14.3% |
$31.3K - $36.7K
|
5.61K
$356K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
683New |
$30.4K - $35.7K
|
683
$43.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
675+ 11.83% |
$30.1K - $35.3K
|
6.38K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
668+ 3.57% |
$29.7K - $35K
|
19.4K
$1.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
659+ 11.03% |
$29.3K - $34.5K
|
6.64K
$421K
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
653+ 2.97% |
$29.1K - $34.2K
|
22.6K
$1.44M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
620+ 7.74% |
$27.6K - $32.4K
|
8.63K
$547K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
612+ 9.81% |
$27.3K - $32K
|
6.85K
$434K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
593New |
$26.4K - $31K
|
593
$37.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
562+ 8.34% |
$25K - $29.4K
|
7.3K
$462K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
BUY
|
- |
544+ 1.79% |
$24.2K - $28.5K
|
30.9K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
532+ 9.87% |
$23.7K - $27.8K
|
5.92K
$375K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
514+ 4.91% |
$22.9K - $26.9K
|
11K
$696K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
510+ 0.63% |
$22.7K - $26.7K
|
81.3K
$5.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
507+ 226.34% |
$22.6K - $26.5K
|
731
$46.3K
|