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 |
---|---|---|---|---|---|---|---|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
7.33K+ 8.71% |
$370K - $408K
|
91.5K
$5.65M
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.31K+ 15.39% |
$368K - $407K
|
54.8K
$3.38M
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
7.3KNew |
$368K - $406K
|
7.3K
$451K
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
7.29KNew |
$367K - $406K
|
7.29K
$450K
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
7.21K+ 166.69% |
$363K - $401K
|
11.5K
$712K
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.1KNew |
$358K - $395K
|
7.1K
$438K
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
7.07KNew |
$357K - $394K
|
7.07K
$437K
|
|
Apr 20, 2022
Q4 2021
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
7.04KNew |
$355K - $392K
|
7.04K
$434K
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
6.96KNew |
$351K - $387K
|
6.96K
$429K
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.92KNew |
$349K - $385K
|
6.92K
$427K
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
6.73K+ 4.33% |
$339K - $375K
|
162K
$10M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.59K+ 28.3% |
$332K - $367K
|
29.9K
$1.84M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
6.48K+ 7.38% |
$327K - $361K
|
94.3K
$5.82M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
6.46KNew |
$326K - $359K
|
6.46K
$398K
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
6.45K+ 13.6% |
$325K - $359K
|
53.8K
$3.32M
|
|
Feb 13, 2025
Q4 2021
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6.31KNew |
$318K - $351K
|
6.31K
$389K
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
BUY
|
- |
6.31K+ 4.36% |
$318K - $351K
|
151K
$9.31M
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
6.14K+ 92.26% |
$309K - $342K
|
12.8K
$789K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.1KNew |
$308K - $340K
|
6.1K
$376K
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.05K+ 20.5% |
$305K - $337K
|
35.6K
$2.19M
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
6.01K+ 3.53% |
$303K - $334K
|
176K
$10.9M
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
6K+ 141.28% |
$303K - $334K
|
10.2K
$632K
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.97KNew |
$301K - $332K
|
5.97K
$368K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.95K+ 35.68% |
$300K - $331K
|
22.6K
$1.4M
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.94K+ 5.43% |
$300K - $331K
|
116K
$7.13M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.85K+ 36.66% |
$295K - $326K
|
21.8K
$1.35M
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
5.84K+ 3.27% |
$294K - $325K
|
185K
$11.4M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.82K+ 19.39% |
$294K - $324K
|
35.9K
$2.21M
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
5.76K+ 1.66% |
$290K - $320K
|
352K
$21.7M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.71K+ 0.07% |
$288K - $318K
|
8.26M
$510M
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.7K+ 36.86% |
$287K - $317K
|
21.1K
$1.31M
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.64KNew |
$284K - $314K
|
5.64K
$348K
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
5.63KNew |
$284K - $313K
|
5.63K
$347K
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.51KNew |
$278K - $307K
|
5.51K
$340K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
5.28KNew |
$266K - $294K
|
5.28K
$326K
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
5.22KNew |
$263K - $291K
|
5.22K
$322K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.21K+ 18.97% |
$263K - $290K
|
32.7K
$2.02M
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.13KNew |
$259K - $285K
|
5.13K
$316K
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5.09K+ 10.64% |
$257K - $283K
|
52.9K
$3.27M
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.07K+ 5.3% |
$256K - $282K
|
101K
$6.22M
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.02KNew |
$253K - $280K
|
5.02K
$310K
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.01K+ 4.52% |
$252K - $279K
|
116K
$7.15M
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5K+ 1.17% |
$252K - $278K
|
434K
$26.8M
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
4.88KNew |
$246K - $272K
|
4.88K
$301K
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.86K+ 35.12% |
$245K - $270K
|
18.7K
$1.15M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.65KNew |
$235K - $259K
|
4.65K
$287K
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.65K+ 40.37% |
$234K - $259K
|
16.2K
$997K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.62K+ 13.71% |
$233K - $257K
|
38.3K
$2.36M
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
4.57K+ 4.97% |
$230K - $254K
|
96.4K
$5.95M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.53K+ 38.65% |
$228K - $252K
|
16.2K
$1M
|