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 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
74.6K+ 8.59% |
$3.76M - $4.16M
|
944K
$59.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
74.3KNew |
$3.75M - $4.14M
|
74.3K
$4.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
71.3KNew |
$3.6M - $3.97M
|
71.3K
$4.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
68.2KNew |
$3.44M - $3.8M
|
68.2K
$4.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
66.3K+ 124.99% |
$3.35M - $3.69M
|
119K
$7.58M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
66.3K+ 154.57% |
$3.35M - $3.69M
|
109K
$6.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
63.6KNew |
$3.21M - $3.54M
|
63.6K
$4.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
60.4KNew |
$3.05M - $3.36M
|
60.4K
$3.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
58.3K+ 250.08% |
$2.94M - $3.25M
|
81.6K
$5.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.1K+ 3.16% |
$2.93M - $3.24M
|
1.9M
$121M
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
57.8K+ 29.53% |
$2.91M - $3.22M
|
253K
$16.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
54.9K+ 6.89% |
$2.77M - $3.06M
|
852K
$54.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
54.2K+ 10.5% |
$2.73M - $3.02M
|
570K
$36.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
50.6K+ 4.31% |
$2.55M - $2.82M
|
1.22M
$77.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
50.5K+ 7.45% |
$2.54M - $2.81M
|
728K
$46.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.3K+ 3.81% |
$2.54M - $2.8M
|
1.37M
$86.9M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
49.6KNew |
$2.5M - $2.76M
|
49.6K
$3.15M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
49.2KNew |
$2.48M - $2.74M
|
49.2K
$3.12M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48K+ 17.85% |
$2.42M - $2.68M
|
317K
$20.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
47.9K+ 5.72% |
$2.41M - $2.67M
|
885K
$56.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
47.4K+ 44.38% |
$2.39M - $2.64M
|
154K
$9.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
45.6K+ 4.24% |
$2.3M - $2.54M
|
1.12M
$71.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.3KNew |
$2.28M - $2.52M
|
45.3K
$2.87M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
43.2K+ 123.04% |
$2.18M - $2.41M
|
78.4K
$4.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41.3K+ 2.39% |
$2.08M - $2.3M
|
1.77M
$113M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.2K+ 306.04% |
$2.08M - $2.29M
|
54.6K
$3.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
38.5K+ 34.43% |
$1.94M - $2.14M
|
150K
$9.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
37.9KNew |
$1.91M - $2.11M
|
37.9K
$2.41M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.5K+ 4.47% |
$1.89M - $2.09M
|
875K
$55.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
37.2KNew |
$1.88M - $2.07M
|
37.2K
$2.36M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
36.6KNew |
$1.84M - $2.04M
|
36.6K
$2.32M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
36.3KNew |
$1.83M - $2.02M
|
36.3K
$2.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
36.3K+ 15.36% |
$1.83M - $2.02M
|
272K
$17.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.8K+ 3.2% |
$1.8M - $1.99M
|
1.15M
$73.2M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
34.1K+ 47.68% |
$1.72M - $1.9M
|
106K
$6.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33.7K+ 4.22% |
$1.7M - $1.88M
|
833K
$52.9M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33.7KNew |
$1.7M - $1.88M
|
33.7K
$2.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
33.6KNew |
$1.69M - $1.87M
|
33.6K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.6K+ 205.28% |
$1.64M - $1.82M
|
48.5K
$3.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
32.6K+ 9.24% |
$1.64M - $1.82M
|
385K
$24.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
32.3K+ 26.56% |
$1.63M - $1.8M
|
154K
$9.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
30.7KNew |
$1.55M - $1.71M
|
30.7K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
30.4K+ 25.88% |
$1.53M - $1.69M
|
148K
$9.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
30.3K+ 76.83% |
$1.53M - $1.69M
|
69.7K
$4.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30K+ 52.43% |
$1.51M - $1.67M
|
87.2K
$5.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
28.8K+ 20.24% |
$1.45M - $1.6M
|
171K
$10.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
28.2K+ 34.89% |
$1.42M - $1.57M
|
109K
$6.92M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.1K+ 1.06% |
$1.36M - $1.51M
|
2.57M
$163M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
26.8KNew |
$1.35M - $1.49M
|
26.8K
$1.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
25.6K+ 5.41% |
$1.29M - $1.43M
|
499K
$31.7M
|