Purchases and Sales Made in Q4 2021 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q4 2021. 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 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-619- 1.41% |
$31.2K - $34.5K
|
43.3K
$2.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-642- 7.59% |
$32.4K - $35.7K
|
7.82K
$495K
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-662- 1.68% |
$33.4K - $36.9K
|
38.7K
$2.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-682Closed |
$34.4K - $38K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-689- 1.23% |
$34.7K - $38.4K
|
55.5K
$3.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-709- 5.73% |
$35.8K - $39.5K
|
11.7K
$737K
|
|
|
Feb 03, 2022
Q4 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-714- 5.14% |
$36K - $39.8K
|
13.2K
$834K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-790- 13.66% |
$39.8K - $44K
|
4.99K
$316K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-809- 7.51% |
$40.8K - $45K
|
9.96K
$630K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-820- 12.36% |
$41.4K - $45.7K
|
5.81K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-820- 13.23% |
$41.4K - $45.7K
|
5.38K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-821- 12.38% |
$41.4K - $45.7K
|
5.81K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-859- 7.18% |
$43.3K - $47.8K
|
11.1K
$703K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-898- 30.94% |
$45.3K - $50K
|
2K
$127K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-898- 1.32% |
$45.3K - $50K
|
67K
$4.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-939- 5.82% |
$47.4K - $52.3K
|
15.2K
$962K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-956- 11.4% |
$48.2K - $53.2K
|
7.43K
$470K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-965Closed |
$48.7K - $53.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1K- 2.92% |
$50.6K - $55.9K
|
33.4K
$2.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.05K- 21.19% |
$53.2K - $58.7K
|
3.92K
$248K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.05K- 9.76% |
$53.2K - $58.7K
|
9.75K
$617K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.11K- 9.1% |
$55.8K - $61.6K
|
11K
$699K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 6.09% |
$57.3K - $63.3K
|
17.5K
$1.11M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.16K- 1.59% |
$58.7K - $64.8K
|
72.1K
$4.56M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 5.66% |
$60.7K - $67K
|
20.1K
$1.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.21K- 4.68% |
$61K - $67.3K
|
24.6K
$1.56M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.27K- 14.2% |
$64K - $70.7K
|
7.68K
$486K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.28K- 6.44% |
$64.3K - $71K
|
18.5K
$1.17M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.33K- 2.11% |
$66.9K - $73.9K
|
61.5K
$3.89M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 0.57% |
$75.4K - $83.3K
|
261K
$16.5M
|
|
|
Jan 12, 2022
Q4 2021
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-1.57K- 12.43% |
$79.2K - $87.4K
|
11.1K
$700K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.62K- 3.2% |
$81.7K - $90.3K
|
49K
$3.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.64K- 6.96% |
$82.6K - $91.1K
|
21.9K
$1.39M
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.71K- 24.61% |
$86K - $94.9K
|
5.22K
$331K
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
SELL
|
- |
-1.71K- 27.91% |
$86K - $95K
|
4.41K
$279K
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.74K- 15.76% |
$87.8K - $96.9K
|
9.31K
$589K
|
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.77K- 17.75% |
$89.3K - $98.6K
|
8.2K
$519K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-1.89K- 67.3% |
$95.3K - $105K
|
918
$58.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2.01KClosed |
$101K - $112K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-2.03K- 5.13% |
$102K - $113K
|
37.6K
$2.38M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-2.12K- 2.21% |
$107K - $118K
|
93.9K
$5.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.13K- 22.65% |
$107K - $119K
|
7.28K
$461K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.38K- 8.59% |
$120K - $132K
|
25.3K
$1.6M
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.46K- 22.83% |
$124K - $137K
|
8.32K
$527K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-2.55K- 6.42% |
$129K - $142K
|
37.2K
$2.35M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 2.51% |
$129K - $142K
|
99.6K
$6.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
SELL
|
- |
-2.69K- 2.31% |
$135K - $150K
|
114K
$7.19M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.73K- 35.24% |
$138K - $152K
|
5.02K
$317K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.78K- 12.62% |
$140K - $155K
|
19.2K
$1.22M
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.93K- 25.11% |
$148K - $163K
|
8.75K
$554K
|