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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
503New |
$22.4K - $26.3K
|
503
$31.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
500New |
$22.3K - $26.2K
|
500
$31.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
500+ 4.57% |
$22.3K - $26.2K
|
11.4K
$725K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
480New |
$21.4K - $25.1K
|
480
$30.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
480New |
$21.4K - $25.1K
|
480
$30.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
456+ 1.16% |
$20.3K - $23.9K
|
39.7K
$2.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
435+ 57.54% |
$19.4K - $22.8K
|
1.19K
$75.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
427New |
$19K - $22.3K
|
427
$27.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
420+ 3.63% |
$18.7K - $22K
|
12K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
400New |
$17.8K - $20.9K
|
400
$25.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
380New |
$16.9K - $19.9K
|
380
$24.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
380+ 100.0% |
$16.9K - $19.9K
|
760
$48.2K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
372+ 3.79% |
$16.6K - $19.5K
|
10.2K
$645K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
351+ 0.2% |
$15.6K - $18.4K
|
177K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
348+ 2.03% |
$15.5K - $18.2K
|
17.5K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
344+ 4.79% |
$15.3K - $18K
|
7.52K
$477K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
325New |
$14.5K - $17K
|
325
$20.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
319+ 1.08% |
$14.2K - $16.7K
|
29.9K
$1.89M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
304New |
$13.5K - $15.9K
|
304
$19.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
295+ 4.48% |
$13.1K - $15.4K
|
6.88K
$436K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
289+ 4.85% |
$12.9K - $15.1K
|
6.25K
$396K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
287+ 0.66% |
$12.8K - $15K
|
43.5K
$2.76M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
280+ 3.71% |
$12.5K - $14.7K
|
7.82K
$496K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
279+ 1.11% |
$12.4K - $14.6K
|
25.5K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
275+ 4.22% |
$12.2K - $14.4K
|
6.79K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
273+ 1.31% |
$12.2K - $14.3K
|
21.2K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
270+ 0.68% |
$12K - $14.1K
|
39.8K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
261+ 9.02% |
$11.6K - $13.7K
|
3.15K
$200K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
250New |
$11.1K - $13.1K
|
250
$15.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
248+ 25.38% |
$11K - $13K
|
1.23K
$77.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
241+ 0.98% |
$10.7K - $12.6K
|
24.9K
$1.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
240New |
$10.7K - $12.6K
|
240
$15.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
227+ 52.67% |
$10.1K - $11.9K
|
658
$41.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
202+ 1.28% |
$9K - $10.6K
|
16K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 2.11% |
$8.91K - $10.5K
|
9.68K
$613K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200New |
$8.91K - $10.5K
|
200
$12.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
198+ 15.75% |
$8.82K - $10.4K
|
1.46K
$92.2K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
198+ 0.96% |
$8.82K - $10.4K
|
20.8K
$1.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
194+ 3.51% |
$8.64K - $10.2K
|
5.73K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
177+ 1.4% |
$7.88K - $9.26K
|
12.8K
$812K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
168+ 0.84% |
$7.48K - $8.79K
|
20.2K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
167+ 0.63% |
$7.44K - $8.74K
|
26.6K
$1.69M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
151+ 1.69% |
$6.72K - $7.9K
|
9.1K
$577K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
145+ 2.37% |
$6.46K - $7.59K
|
6.27K
$397K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
140+ 0.78% |
$6.23K - $7.33K
|
18.1K
$1.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
138New |
$6.15K - $7.22K
|
138
$8.75K
|
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
132+ 1.7% |
$5.88K - $6.91K
|
7.88K
$500K
|
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
119+ 0.85% |
$5.3K - $6.23K
|
14.2K
$899K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
108+ 1.24% |
$4.81K - $5.65K
|
8.8K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
107+ 1.6% |
$4.76K - $5.6K
|
6.81K
$431K
|